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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 %
MIP
576
Marietta Investment Partners
Wisconsin
$209K +$209K +8,010 New
MCP
577
Mirador Capital Partners
California
$208K +$208K +7,983 New
HFA
578
Hoover Financial Advisors
Pennsylvania
$207K -$627 -24 -0.3%
FMN
579
Financial Management Network
California
$207K +$552 +21 +0.3%
T
580
TRUADVICE
Florida
$207K +$207K +8,028 New
FM
581
Family Management
New York
$206K – – –
VBFP
582
Valtinson Bruner Financial Planning
Minnesota
$206K +$1.55K +60 +0.8%
SCA
583
Snowden Capital Advisors
New York
$206K +$206K +7,881 New
DSC
584
Duncker Streett & Co
Missouri
$205K -$165K -6,330 -45%
Bank of Montreal
585
Bank of Montreal
Ontario, Canada
$203K +$41.7K +1,590 +26%
RW
586
REDW Wealth
New Mexico
$203K +$203K +7,791 New
CWS
587
Cypress Wealth Services
California
$201K -$697K -26,748 -78%
Barclays
588
Barclays
United Kingdom
$200K +$200K +7,659 New
OIA
589
Optimum Investment Advisors
Illinois
$185K +$2.82K +108 +2%
BAM
590
Barrett Asset Management
New York
$179K – – –
CFGS
591
Concourse Financial Group Securities
Alabama
$175K +$37K +1,419 +27%
MA
592
MCF Advisors
Kentucky
$168K -$4.86K -186 -3%
CFA
593
Carroll Financial Associates
North Carolina
$165K – – –
CAL
594
Capital Advisors Ltd
Ohio
$149K – – –
RFA
595
Reilly Financial Advisors
California
$148K -$24.5K -936 -14%
LWANC
596
Laurel Wealth Advisors (North Carolina)
North Carolina
$145K – – –
CDIA
597
Capital Directions Investment Advisors
Georgia
$138K +$138K +5,304 New
FHA
598
First Horizon Advisors
Tennessee
$135K – – –
FCA
599
FinTrust Capital Advisors
South Carolina
$128K +$236 +9 +0.2%
CCA
600
Column Capital Advisors
Indiana
$127K +$102K +3,900 +409%
22 23
24
25 26