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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 %
PAM
351
Pegasus Asset Management
New York
$623K -$34.4K -1,857 -5%
PFC
352
Phocas Financial Corp
California
$621K -$570K – –
PFBT
353
Parkside Financial Bank & Trust
Missouri
$620K -$55.2K -2,985 -8%
TAM
354
Townsend Asset Management
North Carolina
$609K -$236K -12,771 -28%
GVAG
355
Great Valley Advisor Group
Delaware
$588K -$498K -26,922 -46%
IWM
356
IHT Wealth Management
Illinois
$588K +$44.4K +2,403 +8%
PIA
357
Pinion Investment Advisors
Kansas
$580K – – –
ACA
358
Ascension Capital Advisors
Texas
$579K -$186K -10,068 -24%
CM
359
Columbus Macro
Pennsylvania
$579K -$114K -6,186 -17%
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$568K -$22.3K -1,203 -4%
EP
361
Eudaimonia Partners
Tennessee
$568K – – –
CWM
362
Confluence Wealth Management
Oregon
$566K -$3.06M -162,450 -84%
HA
363
HYA Advisors
Missouri
$566K -$81.1K -4,383 -13%
SSWG
364
Seven Springs Wealth Group
Tennessee
$564K +$3.94K +213 +0.7%
TFS
365
Thoroughbred Financial Services
Tennessee
$561K -$28.1K -1,521 -5%
FT
366
Fiduciary Trust
Massachusetts
$560K -$69.3K -3,750 -11%
HIC
367
Holderness Investments Company
North Carolina
$550K +$9.15K +495 +2%
PSF
368
Pacific Sun Financial
California
$546K -$41.6K -2,250 -7%
ACI
369
Alpha Cubed Investments
California
$546K -$13.1K -711 -2%
CPIG
370
Chicago Partners Investment Group
Illinois
$544K +$133K +6,822 +32%
NGA
371
Naples Global Advisors
Florida
$543K +$2.22K +120 +0.4%
FRA
372
Front Row Advisors
California
$540K -$2.29K -105 -0.4%
AFA
373
Arlington Financial Advisors
California
$536K -$33.1K -1,791 -6%
Cetera Investment Advisers
374
Cetera Investment Advisers
Illinois
$534K -$16.1K -873 -3%
HWA
375
Heritage Way Advisors
Illinois
$533K +$86.8K +4,689 +19%
13 14
15
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