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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 %
SBH
401
Segall Bryant & Hamill
Illinois
$419K +$419K +22,650 New
AIM
402
Aspen Investment Management
Michigan
$418K -$8.87K -480 -2%
BFA
403
Beaumont Financial Advisors
Massachusetts
$414K -$60.1K -3,255 -13%
FAIM
404
Financial Advocates Investment Management
Washington
$409K -$23.9K -1,293 -6%
BCA
405
Bay Colony Advisors
Massachusetts
$409K -$17.5K -948 -4%
Calamos Advisors
406
Calamos Advisors
Illinois
$405K -$6.06K -327 -1%
SIC
407
Sigma Investment Counselors
Michigan
$404K -$253K -13,656 -38%
PA
408
PFG Advisors
Arizona
$402K +$2.81K +144 +0.7%
PWM
409
Praetorian Wealth Management
California
$401K -$26.7K -1,443 -6%
AIM
410
Avity Investment Management
Connecticut
$397K – – –
FC
411
Ferris Capital
Massachusetts
$392K -$37.9K -2,046 -9%
G
412
Gainplan
Michigan
$391K -$17.5K -945 -4%
PL
413
Plancorp LLC
Missouri
$385K +$159K +8,610 +71%
JFGIW
414
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$384K +$1.05K +57 +0.3%
SQA
415
Simon Quick Advisors
New Jersey
$381K – – –
APA
416
American Portfolios Advisors
New York
$381K +$11K +594 +3%
TC
417
Telemus Capital
Michigan
$379K -$15.9K -807 -4%
DBRC
418
D.B. Root & Company
Pennsylvania
$375K -$95.7K -5,175 -20%
GAM
419
Garrison Asset Management
Arkansas
$369K -$13.3K -720 -3%
PNC Financial Services Group
420
PNC Financial Services Group
Pennsylvania
$368K +$48K +2,595 +15%
LNB
421
Ledyard National Bank
$362K -$46.3K -2,505 -11%
NCM
422
Next Capital Management
New York
$358K -$89.9K -4,857 -20%
BL
423
BCWM LLC
Kansas
$351K -$33.1K -1,791 -9%
US Bancorp
424
US Bancorp
Minnesota
$351K -$3.33K -180 -0.9%
FNBT
425
FineMark National Bank & Trust
Florida
$345K – – –
15 16
17
18 19