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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
Creative Planning
1
Creative Planning
Kansas
$420M
2
Wells Fargo
2
Wells Fargo
California
$20.2M
3
PR
3
Payden & Rygel
California
$10.2M
4
PFM
4
Parsec Financial Management
North Carolina
$40.3M
5
SPA
5
Sentinel Pension Advisors
Massachusetts
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$648M 8,276,670 +1,044,424 +14%
Creative Planning
2
Creative Planning
Kansas
$420M 5,368,501 -214,819 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$184M 2,356,281 +50,894 +2%
BCM
4
Brookstone Capital Management
Illinois
$175M 2,257,828 +2,257,828 New
UBS Group
5
UBS Group
Switzerland
$135M 1,718,629 +85,731 +5%
PCIA
6
Prime Capital Investment Advisors
Kansas
$120M 1,538,766 +22,108 +1%
Ameriprise
7
Ameriprise
Minnesota
$109M 1,387,263 -26,294 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$104M 1,330,099 +484,626 +57%
BBA
9
BLB&B Advisors
Pennsylvania
$99.5M 1,271,398 +52,664 +4%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
– – – –
RJFSA
11
Raymond James Financial Services Advisors
Florida
$92.7M 1,183,990 +13,431 +1%
LWMT
12
Legacy Wealth Management (Tennessee)
Tennessee
$92.5M 1,182,071 +19,584 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$92M 1,175,608 +109,228 +10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$88.7M 1,133,221 -8,153 -0.7%
OIA
15
OneDigital Investment Advisors
Kansas
$75.4M 963,106 +102,064 +12%
AWS
16
AJ Wealth Strategies
New York
$67.8M 866,454 +85,216 +11%
JFG
17
JMG Financial Group
Illinois
$67.2M 858,226 -2,092 -0.2%
ISG
18
Investment Security Group
Colorado
$60.4M 771,194 -2,541 -0.3%
RM
19
Resource Management
Louisiana
$57.8M 738,026 +42,775 +6%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$55.8M 712,637 +38,151 +6%
FMT
21
First Mercantile Trust
Tennessee
$54.5M 695,978 -8,044 -1%
BJ
22
Brouwer & Janachowski
California
$53.6M 685,079 +6,516 +1%
AA
23
Advisory Alpha
Michigan
$50.9M 650,099 +70,933 +12%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$44.1M 575,717 -17,174 -3%
MGIA
25
Moneta Group Investment Advisors
Missouri
$44M 562,003 +27,111 +5%
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