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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 %
JCIA
251
Jackson Creek Investment Advisors
Colorado
$1.28M +$1.28M +69,258 New
KTC
252
Kistler-Tiffany Companies
Pennsylvania
$1.28M -$163K -8,811 -11%
CFS
253
CRA Financial Services
New Jersey
$1.28M +$83.3K +4,503 +7%
CCM
254
Coldstream Capital Management
Washington
$1.23M -$160K -8,664 -12%
IAN
255
Integrated Advisors Network
Texas
$1.22M -$138K -7,482 -10%
TI
256
tru Independence
Oregon
$1.21M +$1.21M +65,319 New
ML
257
McAdam LLC
Pennsylvania
$1.21M +$162K +8,742 +15%
FLPIM
258
F.L. Putnam Investment Management
Massachusetts
$1.2M -$182K -9,861 -13%
BC
259
Bartlett & Co
Ohio
$1.19M -$15.3K -825 -1%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$1.19M -$15.3K -825 -1%
CIAS
261
Capital Investment Advisory Services
North Carolina
$1.18M -$145K -7,836 -11%
NRI
262
NFP Retirement Inc
California
$1.17M +$262K +14,157 +29%
NYLIM
263
New York Life Investment Management
New York
$1.16M +$927K +50,151 +397%
ECG
264
Edge Capital Group
Georgia
$1.16M +$333 +18 +0%
AL
265
Aspiriant LLC
California
$1.16M -$30.6K -1,653 -3%
PG
266
Prostatis Group
Maryland
$1.14M +$460K +24,849 +67%
MCM
267
MAI Capital Management
Ohio
$1.13M -$193K -10,425 -15%
VCM
268
Vivaldi Capital Management
Illinois
$1.13M -$32.5K -1,563 -3%
SPP
269
Single Point Partners
Massachusetts
$1.12M +$2.77K +150 +0.2%
FA
270
Fagan Associates
New York
$1.12M -$54.3K -2,937 -5%
MWM
271
Meridian Wealth Management
Kentucky
$1.12M -$123K -6,639 -10%
BIA
272
Barry Investment Advisors
Massachusetts
$1.11M -$30.2K -1,635 -3%
PA
273
Pinnacle Associates
New York
$1.1M +$46.6K +2,520 +4%
HI
274
Hudock Inc
Pennsylvania
$1.09M -$15.3K -828 -1%
AFG
275
Arkansas Financial Group
Arkansas
$1.07M – – –
9 10
11
12 13