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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
+$54.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.7M
3
PRS
Pinkerton Retirement Specialists
Idaho
+$7.34M
4
RRC
Relaxing Retirement Coach
Massachusetts
+$6.26M
5
MMA
Miracle Mile Advisors
California
+$5.79M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$25.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.6M
3
FI
FormulaFolio Investments
Michigan
-$17M
4
CCFM
Clear Creek Financial Management
Washington
-$12.2M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
276
Financial Advisory Group
Texas
$1.06M -$80.8K -4,368 -7%
DW
277
Domani Wealth
Pennsylvania
$1.05M -$91.6K -4,956 -8%
GHA
278
GW Henssler & Associates
Georgia
$1.04M -$83.8K -4,527 -7%
PCM
279
Parsons Capital Management
Rhode Island
$1.03M +$14.5K +786 +1%
IFS
280
Ifrah Financial Services
Arkansas
$1.03M -$64.9K -3,510 -6%
CFG
281
Citizens Financial Group
Rhode Island
$1.02M +$940K +50,067 +1,123%
BIA
282
Bigelow Investment Advisors
Maine
$1.02M -$152K -8,223 -13%
SAM
283
Sawgrass Asset Management
Florida
$1.02M -$4.72K -255 -0.5%
AA
284
Alesco Advisors
New York
$1.01M -$80.4K -4,347 -7%
Lazard Asset Management
285
Lazard Asset Management
New York
$991K – – –
KWM
286
Kingsview Wealth Management
Oregon
$961K -$47.2K -2,553 -5%
AG
287
Appleton Group
Wisconsin
$957K +$14.4K +777 +2%
MA
288
Modus Advisors
Minnesota
$950K -$1.82M -98,418 -66%
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$927K +$160K +8,670 +21%
SLT
290
St Louis Trust
Missouri
$924K – – –
SMC
291
Smith, Moore & Co
Missouri
$920K +$4.88K +264 +0.5%
LJAC
292
L.J. Altfest & Co
New York
$919K -$30.2K -1,635 -3%
CCM
293
Cribstone Capital Management
Maine
$918K -$1.07M -57,768 -54%
WA
294
WBH Advisory
Maryland
$913K +$219K +11,826 +31%
QCG
295
Quadrant Capital Group
Ohio
$908K -$96.1K -5,199 -10%
PLFAM
296
Pineno Levin & Ford Asset Management
Virginia
$908K +$51.3K +2,775 +6%
SSWM
297
Sheets Smith Wealth Management
North Carolina
$906K -$2.44K -132 -0.3%
ACP
298
Arcus Capital Partners
Georgia
$892K -$7.16K -387 -0.8%
SFG
299
StrategIQ Financial Group
Indiana
$890K -$18.4K -996 -2%
Jane Street
300
Jane Street
New York
$887K +$887K +47,946 New
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