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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 %
FFG
676
Ford Financial Group
California
$7K +$7K +300 New
WIA
677
Wealthstreet Investment Advisors
Texas
$6K -$677K -27,750 -99%
GT
678
Glenmede Trust
Pennsylvania
$6K – – –
BAM
679
Bellevue Asset Management
Washington
$5K – – –
CAAS
680
Capital Asset Advisory Services
Michigan
$5K +$217 +9 +5%
BU
681
BBVA USA
Alabama
$5K +$5K +195 New
MA
682
MBA Advisors
Pennsylvania
$4.69K -$299 -11,451 -6%
AF
683
Allworth Financial
California
$4K – – –
PWM
684
Prentice Wealth Management
New York
$4K +$4K +138 New
EL
685
EMFO LLC
Florida
$4K +$4K +168 New
FMP
686
Financial Management Professionals
Texas
$3K – – –
HFS
687
Hantz Financial Services
Michigan
$3K +$3K +99 New
FFA
688
Freedman Financial Associates
Massachusetts
$3K +$3K +123 New
H
689
HoyleCohen
California
$2.52K +$141 +5,394 +6%
FWM
690
Focused Wealth Management
New York
$2K – – –
DI
691
Disciplined Investments
Oklahoma
$2K – – –
TFM
692
TFC Financial Management
Massachusetts
$2K – – –
PWM
693
Provident Wealth Management
Tennessee
$1K -$71 -3 -7%
NC
694
NewSquare Capital
Pennsylvania
$1K – – –
CCM
695
Ciovacco Capital Management
Georgia
– -$6.26M -250,965 Closed
UFA
696
US Financial Advisors
Massachusetts
– -$3.66M -147,465 Closed
KP
697
Keel Point
Alabama
– -$2.94M -118,581 Closed
TI
698
tru Independence
Oregon
– -$1.42M -57,069 Closed
BL
699
BCWM LLC
Kansas
– -$451K -18,195 Closed
FC
700
Ferris Capital
Massachusetts
– -$444K -17,889 Closed
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