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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
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 %
SBL
176
Sargent Bickham Lagudis
Colorado
$4.67M -$134K -5,130 -3%
SPA
177
Sentinel Pension Advisors
Massachusetts
$4.67M -$6.61M -253,365 -59%
GPFA
178
Game Plan Financial Advisors
Ohio
$4.64M -$188K -7,188 -4%
RDWM
179
Red Door Wealth Management
Tennessee
$4.6M +$730K +27,996 +19%
TFS
180
TrustCore Financial Services
Tennessee
$4.52M -$152K -5,817 -3%
OBWG
181
Onyx Bridge Wealth Group
New York
$4.48M +$1.09M +42,942 +32%
YIA
182
YHB Investment Advisors
Connecticut
$4.46M +$260K +9,978 +6%
NRI
183
NFP Retirement Inc
California
$4.4M -$2.21M -84,813 -33%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$4.33M +$1.87M +71,652 +76%
AWA
185
Acorn Wealth Advisors
Michigan
$4.32M +$212K +8,142 +5%
B
186
Brightworth
Georgia
$4.32M +$199K +7,632 +5%
PWA
187
Providence Wealth Advisors
Illinois
$4.3M +$27.3K +1,044 +0.6%
BAMG
188
Brand Asset Management Group
Missouri
$4.18M +$195K +7,491 +5%
EW
189
Element Wealth
Mississippi
$4.15M -$64K -2,454 -2%
AOWM
190
Alpha Omega Wealth Management
Virginia
$4.1M +$205K +7,851 +5%
CWA
191
Carolina Wealth Advisors
South Carolina
$4.08M -$114K -4,368 -3%
SDWMA
192
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.03M +$107K +4,119 +3%
MAM
193
McCarthy Asset Management
California
$4.02M +$276K +10,560 +7%
LBC
194
Lowe Brockenbrough & Co
Virginia
$3.98M -$21.9K -840 -0.5%
GCP
195
Gill Capital Partners
Colorado
$3.93M +$8.61K +330 +0.2%
FC
196
Forte Capital
New York
$3.92M +$6.57K +252 +0.2%
VA
197
Valmark Advisers
Ohio
$3.91M +$838K +32,130 +27%
ACA
198
Atlas Capital Advisors
Wyoming
$3.84M +$301K +11,526 +9%
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$3.82M -$8.85K -339 -0.2%
MSFS
200
Main Street Financial Solutions
Pennsylvania
$3.81M +$218K +8,355 +6%
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8
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