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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 %
MWM
301
Meridian Wealth Management
Kentucky
$1.36M -$19.3K -849 -1%
CIAS
302
Capital Investment Advisory Services
North Carolina
$1.34M -$110K -4,845 -8%
HI
303
Hudock Inc
Pennsylvania
$1.33M -$2.25K -99 -0.2%
Citadel Advisors
304
Citadel Advisors
Florida
$1.33M -$3.15M -138,732 -70%
AFG
305
Arkansas Financial Group
Arkansas
$1.3M -$12.8K -564 -1%
DW
306
Domani Wealth
Pennsylvania
$1.29M +$136 +6 +0%
DWMG
307
DB Wealth Management Group
California
$1.29M +$1.29M +56,535 New
WA
308
WBH Advisory
Maryland
$1.27M +$81.3K +3,375 +7%
OIM
309
Orca Investment Management
Oregon
$1.27M +$1.27M +55,692 New
PA
310
Planning Alternatives
Michigan
$1.27M -$354K -15,573 -22%
PA
311
Pinnacle Associates
New York
$1.26M -$85.9K -3,780 -6%
PCM
312
Parsons Capital Management
Rhode Island
$1.26M -$3.89K -171 -0.3%
GHA
313
GW Henssler & Associates
Georgia
$1.26M -$19K -837 -1%
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$99.2K +4,365 +9%
AG
315
Appleton Group
Wisconsin
$1.24M +$61.2K +2,691 +5%
CFG
316
Citizens Financial Group
Rhode Island
$1.24M -$3.14K -138 -0.3%
OCM
317
One Capital Management
California
$1.23M +$321K +14,121 +35%
IFS
318
Ifrah Financial Services
Arkansas
$1.23M -$35.1K -1,542 -3%
Lazard Asset Management
319
Lazard Asset Management
New York
$1.22M – – –
FBB
320
Fulton Breakefield Broenniman
Maryland
$1.22M -$434K -19,083 -26%
VCM
321
Vivaldi Capital Management
Illinois
$1.21M -$24.4K -1,074 -2%
BIA
322
Bigelow Investment Advisors
Maine
$1.21M -$52.5K -2,310 -4%
BWL
323
Bogart Wealth LLC
Virginia
$1.19M +$284K +12,489 +31%
CM
324
Columbus Macro
Pennsylvania
$1.17M +$463K +20,382 +65%
KWM
325
Kingsview Wealth Management
Oregon
$1.17M -$11.8K -519 -1%
11 12
13
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