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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.

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
1
Brookstone Capital Management
Illinois
$175M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$648M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$104M
4
PFG
4
Piershale Financial Group
Illinois
$17.5M
5
Bank of America
5
Bank of America
North Carolina
$20M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
Creative Planning
2
Creative Planning
Kansas
$420M
3
Wells Fargo
3
Wells Fargo
California
$20.2M
4
PR
4
Payden & Rygel
California
$10.2M
5
PFM
5
Parsec Financial Management
North Carolina
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$19.9M +$1.99M +76,368 +11%
MFT
52
Moisand Fitzgerald Tamayo
Florida
$19.7M +$584K +22,389 +3%
FI
53
FormulaFolio Investments
Michigan
$19.2M -$1.11M -42,588 -5%
UCFA
54
United Capital Financial Advisors
Texas
$18.6M -$1.63M -62,310 -8%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$18.4M +$1.43M +54,945 +8%
MI
56
Moneywise Inc
Virginia
$18.4M -$1.45M -55,566 -7%
EGWAG
57
Elwood & Goetz Wealth Advisory Group
Georgia
$18.4M +$703K +26,937 +4%
Osaic Holdings
58
Osaic Holdings
Arizona
$18.3M +$843K +32,289 +5%
MF
59
Manchester Financial
California
$17.9M +$876K +33,558 +5%
PFG
60
Piershale Financial Group
Illinois
$17.5M +$17.5M +672,603 New
BWM
61
BerganKDV Wealth Management
Minnesota
$17.1M +$758K +29,064 +5%
DC
62
Davenport & Co
Virginia
$16.7M +$4.44M +169,998 +36%
DP
63
Denver PWM
Colorado
$16.6M -$630K -24,006 -4%
FC
64
Financial Consulate
Maryland
$16.6M -$9.71K -372 -0.1%
BPA
65
Beacon Pointe Advisors
California
$16.6M -$2.98M -114,201 -15%
NSAM
66
North Star Asset Management
Wisconsin
$16.5M +$1.64M +62,889 +11%
SFA
67
Seneca Financial Advisors
New York
$16M -$236K -9,054 -1%
CWM
68
Campbell Wealth Management
Virginia
$16M -$2.35M -90,156 -13%
PAG
69
Private Advisor Group
New Jersey
$15.8M +$148K +5,685 +0.9%
BSB
70
Bangor Savings Bank
Maine
$15.8M +$174K +6,660 +1%
NFG
71
Northeast Financial Group
Pennsylvania
$15.7M -$629K -24,102 -4%
OFG
72
Omega Financial Group
California
$15.6M -$741K -28,407 -5%
HG
73
Harbor Group
New Hampshire
$15.4M -$316K -12,102 -2%
BSAM
74
Blue Square Asset Management
New York
$15.3M +$566K +21,693 +4%
LIM
75
Leavell Investment Management
Alabama
$15.1M – – –
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3
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