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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 %
TCM
101
Towercrest Capital Management
Pennsylvania
$10.7M -$339K -13,011 -3%
OWA
102
Opal Wealth Advisors
New York
$10.6M -$278K -10,647 -3%
CWM
103
Curi Wealth Management
North Carolina
$10.4M +$1.33M +51,030 +15%
PR
104
Payden & Rygel
California
$10.2M -$9.48M -363,300 -48%
IAS
105
IMA Advisory Services
Colorado
$10.2M -$120K -4,605 -1%
PFM
106
Peak Financial Management
Massachusetts
$9.97M -$186K -7,110 -2%
MMA
107
Miracle Mile Advisors
California
$9.87M +$636K +24,357 +7%
SJIM
108
St. Johns Investment Management
Florida
$9.79M -$108K -4,131 -1%
KBFS
109
Kohmann Bosshard Financial Services
Ohio
$9.51M +$618K +23,703 +7%
ACA
110
Affinity Capital Advisors
California
$9.44M -$39.5K -1,515 -0.4%
LF
111
Lee Financial
Texas
$9.33M -$216K -8,262 -2%
MWP
112
Meridian Wealth Partners
Pennsylvania
$9.32M -$219K -8,412 -2%
KF
113
Krilogy Financial
Missouri
$9.26M -$355K -13,593 -4%
JIC
114
Johnson Investment Counsel
Ohio
$9.12M +$839K +32,172 +10%
LIM
115
Lathrop Investment Management
Arkansas
$9M -$330K -12,636 -4%
PAI
116
Pittenger & Anderson Inc
Nebraska
$8.9M +$132K +5,067 +2%
EVM
117
Eaton Vance Management
Massachusetts
$8.8M +$9.71K +372 +0.1%
CCA
118
Clearwater Capital Advisors
Illinois
$8.75M +$185K +7,089 +2%
BFG
119
Berger Financial Group
Minnesota
$8.71M +$806K +30,888 +10%
RRC
120
Relaxing Retirement Coach
Massachusetts
$8.7M -$47K -1,803 -0.5%
APW
121
Aurora Private Wealth
New Jersey
$8.58M +$542K +20,760 +7%
ATWA
122
Arbor Trust Wealth Advisors
Michigan
$8.46M +$107K +4,083 +1%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$8.44M -$413K -15,831 -5%
LCC
124
Lincoln Capital Corp
Rhode Island
$8.39M +$158K +6,042 +2%
SWA
125
Sightline Wealth Advisors
Connecticut
$8.31M +$141K +5,415 +2%
3 4
5
6 7