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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 %
TC
376
Tatro Capital
Kentucky
$772K -$86.6K -3,813 -10%
PGAM
377
Princeton Global Asset Management
New Jersey
$771K -$45.9K -2,019 -6%
HA
378
Harfst & Associates
Wyoming
$771K -$9.68K -426 -1%
PAM
379
Pegasus Asset Management
New York
$765K – – –
PFC
380
Phocas Financial Corp
California
$763K -$621K – –
PFBT
381
Parkside Financial Bank & Trust
Missouri
$762K – – –
HI
382
Human Investing
Oregon
$747K -$35.5K -1,560 -5%
IWM
383
IHT Wealth Management
Illinois
$744K +$21.3K +936 +3%
SFWA
384
Summit Financial Wealth Advisors
Louisiana
$737K +$30.7K +1,662 +4%
FAIM
385
Financial Advocates Investment Management
Washington
$732K +$229K +10,098 +46%
WAM
386
WNY Asset Management
New York
$730K +$730K +32,136 New
HWA
387
Heritage Way Advisors
Illinois
$727K +$72.2K +3,177 +11%
CPIG
388
Chicago Partners Investment Group
Illinois
$723K +$53.1K +2,214 +8%
AFA
389
Arlington Financial Advisors
California
$723K +$64.3K +2,832 +10%
OBWG
390
Onyx Bridge Wealth Group
New York
$718K +$718K +31,572 New
NIM
391
Nicollet Investment Management
Minnesota
$702K +$442K +19,428 +170%
EP
392
Eudaimonia Partners
Tennessee
$699K – – –
SSWG
393
Seven Springs Wealth Group
Tennessee
$696K +$2.46K +108 +0.4%
HA
394
HYA Advisors
Missouri
$695K +$204 +9 +0%
PFS
395
Prospera Financial Services
Texas
$692K +$605K +26,565 +695%
TAM
396
Townsend Asset Management
North Carolina
$691K -$58K -2,553 -8%
CHA
397
Cooper/Haims Advisors
New York
$690K -$97.1K -4,269 -12%
TFS
398
Thoroughbred Financial Services
Tennessee
$690K +$272 +12 +0%
FT
399
Fiduciary Trust
Massachusetts
$689K – – –
NGA
400
Naples Global Advisors
Florida
$689K +$21.8K +957 +3%
14 15
16
17 18