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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

649 hedge funds and large institutions have $4.79B invested in Schwab US Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 240 increasing their positions, 228 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+62
Holders Change %
+10.56%
% of All Funds
11.52%
Holding in Top 10
90
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+32.35%
% of All Funds
1.6%
New
103
Increased
240
Reduced
228
Closed
31
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
+$312K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$81.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$73M
3
HighTower Advisors
HighTower Advisors
Illinois
+$47.6M
4
KAS
Kestra Advisory Services
Texas
+$34.1M
5
CCFM
Clear Creek Financial Management
Washington
+$16.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$39.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.22M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$7.74M
4
PIMG
Patriot Investment Management Group
Tennessee
-$7.59M
5
Ameriprise
Ameriprise
Minnesota
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
276
Ironwood Financial
Arizona
$1.62M -$36.3K -1,596 -2%
HA
277
Harborview Advisors
Maine
$1.62M -$52.4K -2,307 -3%
AWM
278
Avior Wealth Management
Nebraska
$1.61M -$33.3K -1,467 -2%
BL
279
BFSG LLC
California
$1.61M -$116K -5,124 -7%
SFA
280
Souders Financial Advisors
Ohio
$1.6M +$18.3K +807 +1%
ML
281
McAdam LLC
Pennsylvania
$1.58M +$35.2K +1,491 +2%
NRI
282
NFP Retirement Inc
California
$1.57M +$135K +5,919 +9%
KTC
283
Kistler-Tiffany Companies
Pennsylvania
$1.57M +$204 +9 +0%
LWM
284
Laidlaw Wealth Management
New York
$1.54M +$1.54M +67,959 New
Northern Trust
285
Northern Trust
Illinois
$1.54M +$673K +29,598 +78%
BMCM
286
Burns Matteson Capital Management
New York
$1.49M +$1.49M +65,673 New
DWM
287
Destination Wealth Management
California
$1.48M +$1.1M +48,585 +294%
CCM
288
Coldstream Capital Management
Washington
$1.47M -$40.4K -1,776 -3%
FA
289
Fagan Associates
New York
$1.47M +$90.6K +3,987 +7%
CCM
290
Condor Capital Management
New Jersey
$1.46M -$1.5M -65,865 -51%
IAN
291
Integrated Advisors Network
Texas
$1.45M -$39.8K -1,752 -3%
ECG
292
Edge Capital Group
Georgia
$1.42M +$477 +21 +0%
BCWM
293
Bartlett & Co Wealth Management
Ohio
$1.42M -$46.1K -2,025 -3%
BC
294
Bartlett & Co
Ohio
$1.42M -$46K -2,025 -3%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$1.41M -$64.1K -2,820 -4%
SAM
296
Sawgrass Asset Management
Florida
$1.41M +$153K +6,750 +12%
PG
297
Prostatis Group
Maryland
$1.4M -$5.32K -234 -0.4%
SPP
298
Single Point Partners
Massachusetts
$1.39M +$3.75K +165 +0.3%
AL
299
Aspiriant LLC
California
$1.37M -$54K -2,376 -4%
BIA
300
Barry Investment Advisors
Massachusetts
$1.36M – – –
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