SCHM icon

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 %
YWP
201
YorkBridge Wealth Partners
New York
$3.81M +$126K +4,821 +3%
MSA
202
Marino Stram & Associates
Massachusetts
$3.81M +$3.81M +145,896 New
GVAG
203
Great Valley Advisor Group
Delaware
$3.78M +$3.78M +144,933 New
PSIWM
204
Paradigm Strategies in Wealth Management
Minnesota
$3.71M -$195K -7,476 -5%
RC
205
Roundview Capital
New Jersey
$3.69M +$92.8K +3,558 +3%
HB
206
Homrich & Berg
Georgia
$3.62M -$37.1K -1,422 -1%
BBPWM
207
Blue Bell Private Wealth Management
Pennsylvania
$3.6M -$92.8K -3,558 -3%
SWM
208
Southern Wealth Management
Texas
$3.58M +$215K +8,181 +6%
QAM
209
QCI Asset Management
New York
$3.57M -$278K -10,638 -7%
Royal Bank of Canada
210
Royal Bank of Canada
Ontario, Canada
$3.55M -$71.7K -2,748 -2%
MA
211
Mutual Advisors
Nebraska
$3.55M +$692K +26,529 +24%
MCM
212
Mengis Capital Management
Oregon
$3.46M +$107K +4,092 +3%
AIC
213
Ameritas Investment Company
Nebraska
$3.41M +$1.38M +47,142 +68%
CFA
214
Cahill Financial Advisors
Minnesota
$3.39M +$90.6K +3,471 +3%
HFS
215
Horizon Financial Services
North Carolina
$3.36M +$3.36M +128,859 New
CFO
216
Collective Family Office
Pennsylvania
$3.35M +$139K +5,346 +4%
AFG
217
Albion Financial Group
Utah
$3.32M +$3.32M +127,383 New
TWM
218
Tradition Wealth Management
Minnesota
$3.28M -$201K -7,698 -6%
SAF
219
Smith Anglin Financial
Texas
$3.27M -$212K -8,115 -6%
SFA
220
Sequoia Financial Advisors
Ohio
$3.21M -$10.9K -417 -0.3%
KAS
221
Kestra Advisory Services
Texas
$3.17M -$246K -9,429 -7%
IWC
222
Integrated Wealth Concepts
Massachusetts
$3.14M -$5.49M -210,525 -64%
RWA
223
River Wealth Advisors
Pennsylvania
$3.13M -$9.08K -348 -0.3%
FVWA
224
Foster Victor Wealth Advisors
South Carolina
$3.09M +$483K +18,531 +19%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$3.07M +$742K +28,422 +32%
7 8
9
10 11