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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 %
ODIJL
551
One Day In July LLC
Vermont
$252K – – –
PFP
552
Pinnacle Financial Partners
Tennessee
$252K +$1.1K +42 +0.4%
PWA
553
Pinnacle Wealth Advisors
Tennessee
$252K +$252K +9,654 New
UTC
554
Unified Trust Company
Kentucky
$252K +$252K +9,675 New
B
555
Bellecapital
Switzerland
$250K +$15.7K +603 +7%
SCA
556
STALEY CAPITAL ADVISERS
Pennsylvania
$249K – – –
NG
557
NWK Group
California
$246K – – –
CIP
558
Capital Insight Partners
Arizona
$245K – – –
DWP
559
Destiny Wealth Partners
Florida
$243K +$8.91K +342 +4%
MCCP
560
Mission Creek Capital Partners
California
$242K – – –
GIA
561
GHP Investment Advisors
Colorado
$241K +$26.5K +1,017 +12%
FWP
562
Falcon Wealth Planning
California
$239K -$18.6K -711 -7%
IAP
563
Indie Asset Partners
Indiana
$237K -$27.4K -1,050 -10%
CSIC
564
Clifford Swan Investment Counsel
California
$236K +$236K +9,108 New
FNBOMD
565
First National Bank of Mount Dora
Florida
$235K – – –
YIH
566
Y-Intercept (HK)
Hong Kong
$235K +$235K +9,003 New
AP
567
Appleton Partners
Massachusetts
$233K – – –
KLI
568
Kelman-Lazarov Inc
Tennessee
$231K -$16K -612 -6%
HI
569
Human Investing
Oregon
$228K -$602K -23,115 -73%
SI
570
Shaker Investments
Ohio
$224K +$7.29K +279 +3%
GC
571
Gratus Capital
Georgia
$223K +$549 +21 +0.2%
MCM
572
Mainstay Capital Management
Michigan
$221K +$221K +8,460 New
FWM
573
Frontier Wealth Management
Missouri
$218K -$2.35K -90 -1%
PCM
574
Palouse Capital Management
Washington
$213K -$2.35K -90 -1%
RDFA
575
Ritter Daniher Financial Advisory
Ohio
$210K – – –
21 22
23
24 25