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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

693 hedge funds and large institutions have $5.64B invested in Schwab US Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 296 increasing their positions, 241 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.1%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.64%
New
57
Increased
296
Reduced
241
Closed
22
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$44K

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$175M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$81.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$37.9M
4
PFG
Piershale Financial Group
Illinois
+$17.5M
5
Bank of America
Bank of America
North Carolina
+$15.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$84.1M
2
Creative Planning
Creative Planning
Kansas
-$16.8M
3
Wells Fargo
Wells Fargo
California
-$11.8M
4
PR
Payden & Rygel
California
-$9.48M
5
PFM
Parsec Financial Management
North Carolina
-$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
476
Gradient Investments
Minnesota
$449K +$32.2K +1,233 +8%
PWMG
477
Prestige Wealth Management Group
New Jersey
$445K -$23.5K -900 -5%
WWM
478
Windsor Wealth Management
Indiana
$443K +$1.1K +42 +0.2%
ACM
479
Armbruster Capital Management
New York
$441K -$1.96K -75 -0.4%
SFG
480
Sunburst Financial Group
Alabama
$434K -$13.9K -534 -3%
CG
481
Colony Group
Massachusetts
$427K -$759K -29,118 -64%
PAM
482
Peak Asset Management
Colorado
$419K – – –
CIC
483
Carnegie Investment Counsel
Ohio
$418K +$40K +1,533 +11%
BFG
484
Bouchey Financial Group
New York
$411K -$22.9K -879 -5%
HI
485
Hendershot Investments
Virginia
$408K +$6.5K +249 +2%
BI
486
Blooom Inc
Kansas
$408K +$12.2K +468 +3%
PAS
487
Park Avenue Securities
New York
$394K +$92.4K +3,543 +31%
GAM
488
Garrison Asset Management
Arkansas
$393K -$782 -30 -0.2%
IF
489
Intrua Financial
Texas
$389K -$26.9K -1,017 -6%
AAS
490
Avantax Advisory Services
Texas
$378K +$378K +14,403 New
ACA
491
Ascension Capital Advisors
Texas
$371K -$125K -4,809 -25%
HIC
492
Hartline Investment Corp
Illinois
$370K – – –
QCM
493
Quest Capital Management
Texas
$366K +$366K +14,046 New
CMO
494
Covenant Multifamily Offices
Texas
$363K -$166K -6,384 -31%
PIA
495
Pinion Investment Advisors
Kansas
$361K +$2.04K +78 +0.6%
BlackRock
496
BlackRock
New York
$357K +$164K +6,282 +85%
CFO
497
CVA Family Office
Colorado
$355K +$156 +6 +0%
RWM
498
Reston Wealth Management
Virginia
$354K +$1.8K +69 +0.5%
OPS
499
Orion Portfolio Solutions
Nebraska
$353K -$223K -8,559 -39%
BA
500
Ballast Advisors
Minnesota
$352K -$66.1K -2,535 -16%
18 19
20
21 22