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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 %
PO
651
Private Ocean
California
$23K – – –
Fifth Third Bancorp
652
Fifth Third Bancorp
Ohio
$23K – – –
ME
653
McIlrath & Eck
Washington
$22K – – –
YAL
654
Your Advocates Ltd
Texas
$22K – – –
LDFR
655
Lehman & Derafelo Financial Resources
Pennsylvania
$19K -$12.9K -507 -41%
PIP
656
Peachtree Investment Partners
Florida
$19K -$3.83K -150 -17%
SCA
657
Stonebridge Capital Advisors
Minnesota
$19K +$9.5K +366 +100%
William Blair & Company
658
William Blair & Company
Illinois
$18K -$1.92K -72 -10%
NFSG
659
Newbridge Financial Services Group
Florida
$18K +$78 +3 +0.4%
GIA
660
Goodwin Investment Advisory
Georgia
$18K +$18K +705 New
KFI
661
Key Financial Inc
Pennsylvania
$17K – – –
JFA
662
JNBA Financial Advisors
Minnesota
$16K – – –
BFG
663
Baron Financial Group
New Jersey
$15.7K – – –
PMAS
664
PNC Managed Account Solutions
Texas
$14K +$14K +519 New
BWA
665
BDO Wealth Advisors
Florida
$13K – – –
TPCW
666
TD Private Client Wealth
New York
$11.3K -$33.7K -1,293 -75%
GWS
667
Glassman Wealth Services
Virginia
$11K – – –
FFA
668
Founders Financial Alliance
North Carolina
$9K -$25.6K -957 -74%
PMFA
669
Plante Moran Financial Advisors
Michigan
$9K – – –
HCM
670
Horrell Capital Management
Arkansas
$9K – – –
CCP
671
Clarkston Capital Partners
Michigan
$8K – – –
EK
672
Evensky & Katz
Florida
$7K -$81 -3 -1%
1IA
673
1834 Investment Advisors
Wisconsin
$7K – – –
TCM
674
TD Capital Management
Tennessee
$7K +$7K +249 New
LWM
675
Liberty Wealth Management
California
$7K +$7K +264 New
25 26
27
28 29