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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
$648M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$104M
4
PFG
Piershale Financial Group
Illinois
$17.5M
5
Bank of America
Bank of America
North Carolina
$20M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
Creative Planning
Creative Planning
Kansas
$420M
3
Wells Fargo
Wells Fargo
California
$20.2M
4
PR
Payden & Rygel
California
$10.2M
5
PFM
Parsec Financial Management
North Carolina
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCC
526
Red Cedar Capital
Nebraska
$308K – – –
HNB
527
Huntington National Bank
Ohio
$308K +$308K +11,805 New
GLA
528
Great Lakes Advisors
Illinois
$304K +$304K +11,640 New
GWM
529
Gray Wealth Management
Maine
$302K – – –
EWM
530
Echo Wealth Management
Minnesota
$301K -$33.3K -1,272 -10%
PCA
531
Personal Capital Advisors
California
$301K +$34.9K +1,341 +13%
OCM
532
Orser Capital Management
Texas
$300K +$300K +11,490 New
GG
533
Greenwood Gearhart
Arkansas
$296K +$9.7K +372 +3%
BG
534
Benedetti & Gucer
Georgia
$294K -$3.75K -144 -1%
RWRC
535
R.W. Roge & Company
New York
$293K – – –
CP
536
Camelot Portfolios
Ohio
$291K +$54K +2,073 +23%
RG
537
Retirement Group
California
$290K -$21.3K -819 -7%
FMWA
538
Forvis Mazars Wealth Advisors
Missouri
$290K +$290K +11,127 New
NCM
539
Next Capital Management
New York
$285K +$235 +9 +0.1%
Deutsche Bank
540
Deutsche Bank
Germany
$278K +$278K +10,650 New
OCM
541
Osterweis Capital Management
California
$276K -$382K – –
EWM
542
Evermay Wealth Management
Virginia
$274K – – –
RBCM
543
Raub Brock Capital Management
California
$270K +$4.93K +189 +2%
BWP
544
BSW Wealth Partners
Colorado
$265K -$10.3K -393 -4%
COF
545
Capital One Financial
Virginia
$264K -$8.7K -333 -3%
PPA
546
Parametric Portfolio Associates
Washington
$260K -$109K -4,182 -30%
AIM
547
Acropolis Investment Management
Missouri
$254K – – –
PG
548
Patten Group
Tennessee
$253K +$253K +9,705 New
PWM
549
PRW Wealth Management
Massachusetts
$253K +$253K +9,705 New
GHA
550
GW Henssler & Associates
Georgia
$252K -$177K -6,786 -41%
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