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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 %
PLFAM
326
Pineno Levin & Ford Asset Management
Virginia
$1.16M +$44.5K +1,959 +4%
SSWM
327
Sheets Smith Wealth Management
North Carolina
$1.14M +$28.8K +1,266 +3%
SLT
328
St Louis Trust
Missouri
$1.14M – – –
FAG
329
Financial Advisory Group
Texas
$1.14M -$162K -7,110 -12%
LJAC
330
L.J. Altfest & Co
New York
$1.12M -$5.46K -240 -0.5%
QCG
331
Quadrant Capital Group
Ohio
$1.12M +$136 +6 +0%
CCM
332
Cribstone Capital Management
Maine
$1.11M -$15.9K -699 -1%
SAM
333
S.A. Mason
Michigan
$1.11M +$50.4K +2,220 +5%
LF
334
LifeSteps Financial
California
$1.11M +$191K +8,421 +21%
SCA
335
Strategic Capital Advisers
Colorado
$1.11M +$94.4K +4,155 +9%
SFG
336
StrategIQ Financial Group
Indiana
$1.09M – – –
WCM
337
Wisconsin Capital Management
Wisconsin
$1.09M +$205K +9,000 +23%
ACP
338
Arcus Capital Partners
Georgia
$1.07M -$22.7K -999 -2%
LB
339
Legacy Bridge
Iowa
$1.07M – – –
SQA
340
Simon Quick Advisors
New Jersey
$1.07M +$597K +26,265 +128%
CA
341
Cambridge Advisors
Nebraska
$1.06M +$7.77K +342 +0.7%
VWA
342
Visionary Wealth Advisors
Illinois
$1.05M -$883K -38,883 -46%
AA
343
Alesco Advisors
New York
$1.04M -$205K -9,030 -17%
BWM
344
Benchmark Wealth Management
Connecticut
$1.03M – – –
CCWA
345
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M -$7.02K -309 -0.7%
RIM
346
Rockbridge Investment Management
New York
$998K +$99.6K +4,383 +11%
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
$988K -$3.07K -135 -0.3%
AGA
348
Arkos Global Advisors
Texas
$974K – – –
PWMAG
349
Pinnacle Wealth Management Advisory Group
New Jersey
$952K -$69.5K -3,060 -7%
AC
350
Abbrea Capital
California
$950K -$10.2K -450 -1%
12 13
14
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