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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 %
APSI
501
Asset Planning Services Inc
Louisiana
$349K +$5.87K +225 +2%
RFC
502
Regions Financial Corp
Alabama
$349K +$31.1K +1,191 +10%
WF
503
Williams Financial
Vermont
$348K +$862 +33 +0.2%
ZIM
504
Zacks Investment Management
Illinois
$347K -$35.3K -1,356 -9%
HCIA
505
Hochman Cole Investment Advisors
Illinois
$343K -$20.1K -768 -6%
LA
506
LexAurum Advisors
Kansas
$343K – – –
FRA
507
Frank Rimerman Advisors
California
$343K – – –
LAIC
508
Lederer & Associates Investment Counsel
California
$341K +$392 +15 +0.1%
PIM
509
Penobscot Investment Management
Massachusetts
$340K – – –
SCA
510
Stillwater Capital Advisors
Pennsylvania
$337K – – –
TC
511
Tenret Company
Florida
$333K +$333K +12,747 New
CP
512
Capital Planning
Washington
$333K +$333K +12,777 New
NFG
513
Next Financial Group
Texas
$331K -$14.2K -546 -4%
EWM
514
Elmwood Wealth Management
California
$329K – – –
US Bancorp
515
US Bancorp
Minnesota
$325K – – –
GT
516
Greenleaf Trust
Michigan
$324K – – –
TWP
517
Treybourne Wealth Planners
Indiana
$323K – – –
PL
518
Plancorp LLC
Missouri
$319K +$157 +6 +0%
RJT
519
Raymond James Trust
Florida
$318K – – –
HIM
520
Harbour Investment Management
Washington
$314K – – –
5L
521
55I LLC
Massachusetts
$312K +$312K +11,973 New
LBA
522
Lowell Blake & Associates
Massachusetts
$311K +$311K +11,931 New
GWAM
523
Guardian Wealth Advisors (Minnesota)
Minnesota
$309K -$2.58K -99 -0.8%
WWM
524
Western Wealth Management
Colorado
$309K – – –
DY
525
Dowling & Yahnke
California
$309K +$2.74K +105 +0.9%
19 20
21
22 23