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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

587 hedge funds and large institutions have $3.43B invested in Schwab US Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 198 increasing their positions, 261 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
11.88%
Holding in Top 10
68
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.85%
% of All Funds
1.38%
New
44
Increased
198
Reduced
261
Closed
30
Calls
$495K
Puts
$519K
Net Calls
-$24K
Net Calls Change
-$424K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$270M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$65.8M
3
PRS
Pinkerton Retirement Specialists
Idaho
$24.2M
4
RRC
Relaxing Retirement Coach
Massachusetts
$12.6M
5
MMA
Miracle Mile Advisors
California
$5.79M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$39M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$39.9M
3
FI
FormulaFolio Investments
Michigan
$57M
4
CCFM
Clear Creek Financial Management
Washington
$0
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
226
Peterson Wealth Advisors
Utah
$1.59M -$3.72K -201 -0.2%
VWA
227
Visionary Wealth Advisors
Illinois
$1.58M -$4.84M -261,780 -75%
IWP
228
IAG Wealth Partners
Wisconsin
$1.57M -$147K -7,965 -9%
KFC
229
Klingenstein Fields & Co
New York
$1.56M +$1.56M +84,066 New
AMM
230
American Money Management
California
$1.54M -$22.6K -1,221 -1%
H
231
HoyleCohen
California
$1.53M -$3.33K -180 -0.2%
AIC
232
Ameritas Investment Company
Nebraska
$1.52M – – –
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$1.52M -$1.88M -101,919 -55%
AIA
234
Armor Investment Advisors
North Carolina
$1.51M +$95.1K +5,142 +7%
FC
235
FCA Corp
Texas
$1.49M -$19K -1,029 -1%
SFP
236
Strategic Financial Planning
Texas
$1.47M +$35.6K +1,923 +2%
SWA
237
Sutton Wealth Advisors
Florida
$1.44M +$34K +1,839 +2%
SFA
238
Souders Financial Advisors
Ohio
$1.44M -$39.4K -1,902 -3%
HA
239
HC Advisors
Georgia
$1.43M -$60.2K -3,255 -4%
MIAN
240
Mariner Independent Advisor Network
Kansas
$1.42M +$75.4K +4,077 +6%
CAG
241
Curtis Advisory Group
California
$1.41M +$35.4K +1,914 +3%
BL
242
BFSG LLC
California
$1.4M -$21.5K -1,164 -2%
HA
243
Harborview Advisors
Maine
$1.36M +$69.2K +3,744 +5%
KIA
244
KCM Investment Advisors
California
$1.36M -$915K -49,470 -40%
CA
245
Clearstead Advisors
Ohio
$1.35M -$32.7K -1,767 -2%
IF
246
Ironwood Financial
Arizona
$1.35M +$3.61K +195 +0.3%
FBB
247
Fulton Breakefield Broenniman
Maryland
$1.34M +$8.37K +453 +0.6%
AWM
248
Avior Wealth Management
Nebraska
$1.34M -$56.6K -3,060 -4%
PA
249
Planning Alternatives
Michigan
$1.32M -$2.13M -115,401 -62%
FCM
250
Fortis Capital Management
Washington
$1.31M +$56.4K +3,051 +5%
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