SCHM icon

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 %
FPCG
351
Fort Pitt Capital Group
Pennsylvania
$950K +$409K +18,006 +76%
SMC
352
Smith, Moore & Co
Missouri
$929K -$201K -8,847 -18%
SWA
353
Stratos Wealth Advisors
Ohio
$924K -$33.3K -1,464 -3%
MCM
354
Mitchell Capital Management
Kansas
$906K +$29.4K +1,293 +3%
BPM
355
Bowling Portfolio Management
Ohio
$886K -$1.7K -75 -0.2%
BW
356
Bison Wealth
Georgia
$878K -$69.2K -3,042 -7%
CIR
357
Clear Investment Research
Georgia
$855K – – –
CS
358
Comerica Securities
Michigan
$851K – – –
Lido Advisors
359
Lido Advisors
California
$848K +$22.2K +975 +3%
MA
360
Modus Advisors
Minnesota
$846K -$321K -14,121 -27%
CI
361
Cordant Inc
Oregon
$831K +$52.9K +2,328 +7%
MA
362
MUFG Americas
New York
$829K -$49.6K -2,181 -6%
CWM
363
Cornerstone Wealth Management
Missouri
$819K -$16.8K -741 -2%
NCM
364
Novare Capital Management
North Carolina
$814K +$39.4K +1,734 +5%
SP
365
SWS Partners
Ohio
$813K -$44.1K -1,941 -5%
BI
366
Berkeley Inc
Idaho
$805K +$805K +35,412 New
SPC
367
Sigma Planning Corp
Michigan
$800K +$251K +11,064 +46%
SCM
368
SOL Capital Management
Maryland
$799K +$5.79K +255 +0.7%
FNBT
369
FineMark National Bank & Trust
Florida
$798K +$374K +16,476 +88%
LPIC
370
LeJeune Puetz Investment Counsel
Michigan
$793K +$25.7K +1,131 +3%
SIC
371
Sigma Investment Counselors
Michigan
$792K +$296K +13,023 +60%
GC
372
Grimes & Company
Massachusetts
$790K +$136 +6 +0%
OPA
373
Old Port Advisors
Maine
$790K +$24.6K +1,101 +3%
VVP
374
Venture Visionary Partners
Ohio
$788K +$17.2K +759 +2%
CAM
375
Cozad Asset Management
Illinois
$774K – – –
13 14
15
16 17