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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 %
LB
301
Legacy Bridge
Iowa
$870K – – –
SAM
302
S.A. Mason
Michigan
$863K +$1.83K +99 +0.2%
CA
303
Cambridge Advisors
Nebraska
$860K -$4.83K -261 -0.6%
CG
304
Colony Group
Massachusetts
$841K -$70.6K -3,816 -8%
COF
305
Capital One Financial
Virginia
$837K -$1.26M -68,259 -60%
BWM
306
Benchmark Wealth Management
Connecticut
$836K – – –
CCWA
307
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$832K -$129K -6,984 -13%
PWMAG
308
Pinnacle Wealth Management Advisory Group
New Jersey
$832K +$64.7K +3,495 +8%
Renaissance Technologies
309
Renaissance Technologies
New York
$832K +$832K +45,000 New
SCA
310
Strategic Capital Advisers
Colorado
$823K +$327K +17,706 +66%
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$806K – – –
AO
312
Advisor OS
Illinois
$805K -$1.45M -80,454 -64%
FAAS
313
First Allied Advisory Services
California
$804K -$77.8K -4,209 -9%
AGA
314
Arkos Global Advisors
Texas
$793K -$105K -5,700 -12%
AC
315
Abbrea Capital
California
$781K – – –
SWA
316
Stratos Wealth Advisors
Ohio
$779K -$324K -17,523 -29%
LWMM
317
Legacy Wealth Management (Mississippi)
Mississippi
$777K – – –
BW
318
Bison Wealth
Georgia
$770K -$69K -3,732 -8%
LF
319
LifeSteps Financial
California
$747K +$11.1K +600 +2%
OCM
320
One Capital Management
California
$742K -$78K -4,218 -10%
BWL
321
Bogart Wealth LLC
Virginia
$741K -$94K -5,088 -11%
RIM
322
Rockbridge Investment Management
New York
$731K – – –
SFWA
323
Summit Financial Wealth Advisors
Louisiana
$728K -$20.2K -1,062 -3%
PFT
324
Providence First Trust
Arizona
$724K -$579K -31,296 -44%
BPM
325
Bowling Portfolio Management
Ohio
$723K -$41.5K -2,241 -5%
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