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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 %
NOI
76
Newton One Investments
Delaware
$14.8M +$89K +3,411 +0.6%
AMG
77
Asset Management Group
Connecticut
$14.6M +$1.62M +62,274 +12%
MFGP
78
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.5M +$144K +5,514 +1%
AAIM
79
Asset Advisors Investment Management
Georgia
$14.5M +$561K +21,516 +4%
AllianceBernstein
80
AllianceBernstein
Tennessee
$14.3M +$3.98M +152,694 +39%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$13.8M +$143K +5,490 +1%
PIMG
82
Patriot Investment Management Group
Tennessee
$13.6M -$45.2K -1,734 -0.3%
FWP
83
FAS Wealth Partners
Kansas
$13.6M +$469K +17,988 +4%
Truist Financial
84
Truist Financial
North Carolina
$13.6M +$578K +22,158 +4%
CCFM
85
Clear Creek Financial Management
Washington
$13.2M +$10.8M +414,843 +447%
Goldman Sachs
86
Goldman Sachs
New York
$13.1M +$979K +37,509 +8%
LFS
87
Lutz Financial Services
Nebraska
$13M -$171K -6,558 -1%
ODCM
88
Old Dominion Capital Management
Virginia
$13M -$2.82K -108 -0%
HNW
89
High Note Wealth
Minnesota
$13M -$109K -4,164 -0.8%
TSWM
90
Triangle Securities Wealth Management
North Carolina
$12.6M -$20.2K -774 -0.2%
SFG
91
Sage Financial Group
Pennsylvania
$12.6M -$101K -3,864 -0.8%
IA
92
IFP Advisors
Florida
$12.6M +$530K +20,307 +4%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$11.9M +$646K +24,744 +6%
PEA
94
Pacific Edge Advisors
California
$11.6M -$855K -32,760 -7%
EWA
95
Exencial Wealth Advisors
Oklahoma
$11.5M +$723K +27,705 +7%
NCM
96
Northwest Capital Management
Oregon
$11.5M -$257K -9,846 -2%
VNA
97
Valley National Advisers
Pennsylvania
$11.3M +$750K +28,761 +7%
NCMW
98
Northern Capital Management (Washington)
Washington
$11M -$826K -31,641 -7%
RCA
99
Reitz Capital Advisors
Michigan
$10.8M +$179K +6,876 +2%
AWMG
100
Alliance Wealth Management Group
New Jersey
$10.7M -$339K -13,011 -3%
2 3
4
5 6