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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 %
TSW
601
Thompson Siegel & Walmsley
Virginia
$125K – – –
CIM
602
Contravisory Investment Management
Massachusetts
$117K +$18.1K +693 +18%
IRC
603
Investors Research Corp
Georgia
$114K – – –
S
604
SignatureFD
Georgia
$110K – – –
GLLW
605
Graves Light Lenhart Wealth
Virginia
$109K +$236 +9 +0.2%
WPA
606
West Paces Advisors
Georgia
$104K +$2.58K +99 +3%
PK
607
Pflug Koory
Nebraska
$102K – – –
OC
608
Oakworth Capital
Alabama
$95K – – –
BFC
609
Bedel Financial Consulting
Indiana
$94K -$66.3K -2,532 -41%
FCM
610
Firestone Capital Management
Florida
$93K +$156 +6 +0.2%
TCWA
611
Ten Capital Wealth Advisors
Washington
$85K +$49.9K +1,917 +142%
SFSIG
612
San Francisco Sentry Investment Group
California
$84K – – –
WQ
613
Wealth Quarterback
New Jersey
$78K +$78K +2,988 New
M
614
MOTCO
Texas
$75K +$75K +2,865 New
BC
615
Burleson & Co
California
$72K -$1.64K -63 -2%
CFG
616
CKW Financial Group
Hawaii
$72K +$72K +2,724 New
ACA
617
Aptus Capital Advisors
Alabama
$69K +$12.6K +486 +22%
ADL
618
Asset Dedication LLC
California
$66K +$29.5K +1,146 +81%
HC
619
Hoese & Co
Minnesota
$63K – – –
SSB
620
Sandy Spring Bank
Maryland
$62K +$4.82K +183 +8%
SFPG
621
Stonebridge Financial Planning Group
Florida
$61K – – –
CWM
622
Cranbrook Wealth Management
Michigan
$55K – – –
Citigroup
623
Citigroup
New York
$51K -$10.9K -414 -18%
MIM
624
Macroview Investment Management
Maryland
$51K +$1.49K +57 +3%
CFD
625
Creative Financial Designs
Indiana
$49K +$28.7K +1,110 +141%
23 24
25
26 27