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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 %
OFS
401
Oldfather Financial Services
Nebraska
$676K +$26.1K +1,074 +4%
ACI
402
Alpha Cubed Investments
California
$672K – – –
HIC
403
Holderness Investments Company
North Carolina
$665K -$11.1K -489 -2%
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$653K -$45.1K -1,983 -6%
WCM
405
Wealthcare Capital Management
Virginia
$652K -$136K -6,000 -17%
MS
406
Madden Securities
Texas
$651K -$225K -9,912 -26%
SF
407
Synovus Financial
Georgia
$650K -$614 -27 -0.1%
PA
408
Parallel Advisors
California
$646K +$2.59K +114 +0.4%
CWS
409
Cypress Wealth Services
California
$637K +$637K +28,026 New
WIA
410
Wealthstreet Investment Advisors
Texas
$631K -$13.6K -600 -2%
OPWM
411
Oakwell Private Wealth Management
Texas
$619K +$619K +27,246 New
NS
412
Newman & Schimel
Illinois
$613K +$613K +26,967 New
TCM
413
Twele Capital Management
Minnesota
$610K -$26K -1,143 -4%
MMHP
414
Murphy Middleton Hinkle & Parker
Georgia
$609K +$8.12K +357 +1%
EWA
415
EP Wealth Advisors
California
$586K -$11.3K -495 -2%
SCM
416
Stordahl Capital Management
Colorado
$580K – – –
Susquehanna International Group
417
Susquehanna International Group
Pennsylvania
$576K -$1.29M -56,736 -69%
PFO
418
Pathstone Family Office
New Jersey
$549K – – –
GVAG
419
Great Valley Advisor Group
Delaware
$543K -$179K -7,890 -25%
Brown Advisory
420
Brown Advisory
Maryland
$538K -$92.3K -4,065 -15%
CNFG
421
Creegan & Nassoura Financial Group
New Hampshire
$532K – – –
FRA
422
Front Row Advisors
California
$531K -$31.6K -1,389 -6%
SPIA
423
Steward Partners Investment Advisory
New York
$524K +$207K +9,102 +65%
SBH
424
Segall Bryant & Hamill
Illinois
$515K – – –
Calamos Advisors
425
Calamos Advisors
Illinois
$515K +$18.1K +795 +4%
15 16
17
18 19