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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 %
ECM
126
Exchange Capital Management
Michigan
$8.03M -$49.2K -1,884 -0.6%
FNC
127
First National Corp
Massachusetts
$7.85M +$652K +37,182 +9%
CMP
128
Courage Miller Partners
Virginia
$7.84M +$3.99K +153 +0.1%
MCM
129
MAI Capital Management
Ohio
$7.64M +$5.74M +220,056 +303%
SPC
130
Sigma Planning Corp
Michigan
$7.22M +$6.25M +239,442 +643%
BDF
131
Black Diamond Financial
Maryland
$7.21M +$342K +13,113 +5%
SL
132
Systelligence LLC
Minnesota
$7.17M +$568K +21,762 +9%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$7.13M +$273K +10,461 +4%
CA
134
Capital Advantage
California
$7.08M +$482K +18,468 +7%
AFP
135
Ausdal Financial Partners
Iowa
$7.06M +$685K +26,271 +11%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$7.05M -$233K -8,937 -3%
SFWC
137
Strategic Family Wealth Counselors
New Jersey
$7.04M +$583K +22,344 +9%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$7.02M -$1.95M -74,571 -22%
TLP
139
Trinity Legacy Partners
Texas
$7.02M -$762K -29,460 -10%
MAM
140
Marquette Asset Management
Minnesota
$6.97M -$348K -13,320 -5%
EE
141
EWG Elevate
California
$6.73M +$91.9K +3,501 +1%
MIS
142
Morningstar Investment Services
Illinois
$6.73M +$988K +37,818 +17%
AIM
143
Anchor Investment Management
South Carolina
$6.72M +$186K +7,128 +3%
DFA
144
DHJJ Financial Advisors
Illinois
$6.68M +$147K +5,637 +2%
SFMG
145
Sage Financial Management Group
Virginia
$6.32M +$30.1K +1,152 +0.5%
CIAS
146
CFS Investment Advisory Services
New Jersey
$6.32M +$6.32M +242,382 New
NDSI
147
Newman Dignan & Sheerar Inc
Rhode Island
$6.3M +$46.2K +1,770 +0.7%
JWBC
148
John W. Brooker & Co
California
$6.11M +$216K +8,289 +4%
BSW
149
Buckingham Strategic Wealth
Missouri
$6.04M -$51.2K -1,962 -0.8%
NWS
150
Newport Wealth Strategies
California
$6M +$13.9K +531 +0.2%
4 5
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