SCHM icon

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 %
SIM
376
Sadoff Investment Management
Wisconsin
$530K +$530K +28,662 New
SF
377
Synovus Financial
Georgia
$528K +$528K +28,617 New
OFS
378
Oldfather Financial Services
Nebraska
$526K +$1.83K +93 +0.3%
PA
379
Parallel Advisors
California
$524K -$109K -5,898 -17%
WIA
380
Wealthstreet Investment Advisors
Texas
$524K – – –
TCM
381
Twele Capital Management
Minnesota
$517K -$26.3K -1,425 -5%
SCM
382
Southport Capital Management
Tennessee
$515K +$45.7K +2,472 +10%
Brown Advisory
383
Brown Advisory
Maryland
$513K -$47.5K -2,568 -8%
FWM
384
Frontier Wealth Management
Missouri
$501K -$35.9K -1,944 -7%
MMHP
385
Murphy Middleton Hinkle & Parker
Georgia
$489K -$20.9K -1,131 -4%
BCWM
386
Blue Chip Wealth Management
Florida
$486K -$18.4K -993 -4%
EWA
387
EP Wealth Advisors
California
$486K +$486K +26,280 New
IAP
388
Indie Asset Partners
Indiana
$480K -$239K -12,927 -33%
SCM
389
Stordahl Capital Management
Colorado
$472K – – –
PFO
390
Pathstone Family Office
New Jersey
$447K +$447K +24,165 New
SPC
391
Sigma Planning Corp
Michigan
$446K +$8.65K +468 +2%
EWM
392
Empirical Wealth Management
Washington
$445K +$445K +24,090 New
BRWA
393
B. Riley Wealth Advisors
Florida
$443K +$205K +11,100 +86%
FPCG
394
Fort Pitt Capital Group
Pennsylvania
$440K -$241K -13,056 -35%
CNFG
395
Creegan & Nassoura Financial Group
New Hampshire
$433K -$8.32K -450 -2%
FNC
396
First National Corp
Massachusetts
$432K -$2.98K -3,072 -0.7%
TWM
397
Triton Wealth Management
Arizona
$431K -$1.15K -60 -0.3%
BA
398
Ballast Advisors
Minnesota
$429K -$1.43M -77,478 -77%
CMO
399
Covenant Multifamily Offices
Texas
$429K -$183K -9,882 -30%
CGFA
400
Colton Groome Financial Advisors
North Carolina
$421K -$11.5K -621 -3%
14 15
16
17 18