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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 %
WCM
326
Wisconsin Capital Management
Wisconsin
$721K – – –
MA
327
MUFG Americas
New York
$715K -$33.7K -1,824 -5%
MCM
328
Mitchell Capital Management
Kansas
$714K -$167K -9,045 -19%
MF
329
Manchester Financial
California
$714K +$77.4K +4,185 +12%
MS
330
Madden Securities
Texas
$713K -$145K -7,836 -17%
Northern Trust
331
Northern Trust
Illinois
$703K +$447K +24,165 +174%
TC
332
Tatro Capital
Kentucky
$699K -$8.49K -459 -1%
CIR
333
Clear Investment Research
Georgia
$699K – – –
SP
334
SWS Partners
Ohio
$698K +$698K +37,734 New
CS
335
Comerica Securities
Michigan
$692K -$228K -12,306 -25%
CWM
336
Cornerstone Wealth Management
Missouri
$680K +$11K +597 +2%
Lido Advisors
337
Lido Advisors
California
$672K -$111 -6 -0%
PGAM
338
Princeton Global Asset Management
New Jersey
$665K -$15.7K -849 -2%
SCM
339
SOL Capital Management
Maryland
$646K +$5.55K +300 +0.9%
GC
340
Grimes & Company
Massachusetts
$643K -$3.61K -195 -0.6%
WCM
341
Wealthcare Capital Management
Virginia
$642K +$61.6K +3,330 +11%
CHA
342
Cooper/Haims Advisors
New York
$640K +$8.43K +456 +1%
HI
343
Human Investing
Oregon
$637K -$421K -22,743 -40%
HA
344
Harfst & Associates
Wyoming
$635K – – –
CI
345
Cordant Inc
Oregon
$634K +$58.1K +3,141 +10%
OPA
346
Old Port Advisors
Maine
$633K -$333 -18 -0.1%
CAM
347
Cozad Asset Management
Illinois
$630K +$3.33K +180 +0.5%
NCM
348
Novare Capital Management
North Carolina
$630K +$49.5K +2,679 +9%
VVP
349
Venture Visionary Partners
Ohio
$627K +$97.4K +5,271 +18%
LPIC
350
LeJeune Puetz Investment Counsel
Michigan
$624K +$111 +6 +0%
12 13
14
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