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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 %
PWMG
426
Prestige Wealth Management Group
New Jersey
$344K -$819K -44,277 -70%
PCM
427
Pennsylvania Capital Management
Pennsylvania
$343K +$343K +17,853 New
WWM
428
Windsor Wealth Management
Indiana
$341K -$1.92K -99 -0.6%
SFG
429
SevenBridge Financial Group
Pennsylvania
$336K +$38.1K +2,061 +13%
RPA
430
Rock Point Advisors
Vermont
$335K +$29.4K +1,590 +10%
ACM
431
Armbruster Capital Management
New York
$331K -$57.1K -3,087 -15%
AAS
432
Avantax Advisory Services
Texas
$331K +$331K +17,847 New
MWM
433
MBE Wealth Management
Wisconsin
$329K – – –
IC
434
IEQ Capital
California
$325K – – –
PI
435
Pachira Investments
California
$321K – – –
HCIA
436
Hochman Cole Investment Advisors
Illinois
$320K +$56 +3 +0%
SFG
437
Sunburst Financial Group
Alabama
$318K -$2.61K -141 -0.8%
BFG
438
Bouchey Financial Group
New York
$306K +$55.6K +3,006 +22%
DWM
439
Destination Wealth Management
California
$305K +$29.5K +1,596 +11%
WDL
440
Well Done LLC
Michigan
$301K -$3.88K -210 -1%
AllianceBernstein
441
AllianceBernstein
Tennessee
$301K – – –
PIM
442
Penobscot Investment Management
Massachusetts
$301K +$38.8K +2,100 +15%
WQ
443
Wealth Quarterback
New Jersey
$300K – – –
PPA
444
Parametric Portfolio Associates
Washington
$299K -$18.7K -1,008 -6%
PAM
445
Peak Asset Management
Colorado
$297K -$30K -1,620 -9%
BCM
446
Boltwood Capital Management
California
$297K -$5.55K -300 -2%
Fidelity Investments
447
Fidelity Investments
Massachusetts
$293K +$171K +9,237 +140%
TI
448
Trexquant Investment
Connecticut
$286K +$286K +15,471 New
WA
449
WESPAC Advisors
California
$282K +$11.8K +636 +4%
BL
450
Balentine LLC
Georgia
$281K – – –
16 17
18
19 20