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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 %
PA
426
PFG Advisors
Arizona
$515K +$46.3K +2,037 +10%
AIM
427
Aspen Investment Management
Michigan
$514K – – –
BCA
428
Bay Colony Advisors
Massachusetts
$514K +$11.2K +492 +2%
BRWA
429
B. Riley Wealth Advisors
Florida
$512K -$34.8K -1,527 -6%
CGFA
430
Colton Groome Financial Advisors
North Carolina
$510K -$6.96K -306 -1%
TWM
431
Triton Wealth Management
Arizona
$499K -$11.2K -495 -2%
BFA
432
Beaumont Financial Advisors
Massachusetts
$496K -$13.6K -600 -3%
CMO
433
Covenant Multifamily Offices
Texas
$490K -$37.7K -1,659 -7%
JFGIW
434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$480K +$8.32K +366 +2%
CG
435
Caprock Group
Idaho
$479K +$479K +21,069 New
PWM
436
Praetorian Wealth Management
California
$467K -$25.1K -1,104 -5%
AIM
437
Avity Investment Management
Connecticut
$461K -$26.9K -1,185 -6%
FC
438
Ferris Capital
Massachusetts
$458K -$23.6K -1,038 -5%
CAG
439
Compass Advisory Group
New York
$456K +$456K +20,076 New
G
440
Gainplan
Michigan
$450K -$30.7K -1,350 -6%
BI
441
Blooom Inc
Kansas
$448K +$448K +16,410 New
LNB
442
Ledyard National Bank
$445K – – –
ACA
443
Ascension Capital Advisors
Texas
$441K -$271K -11,925 -38%
AAM
444
Ascension Asset Management
New York
$441K +$441K +19,407 New
COF
445
Capital One Financial
Virginia
$436K -$591K -26,040 -58%
TC
446
Telemus Capital
Michigan
$435K -$1.43K -63 -0.3%
SFG
447
SevenBridge Financial Group
Pennsylvania
$430K +$16.5K +726 +4%
EWM
448
Empirical Wealth Management
Washington
$429K -$118K -5,208 -22%
MWM
449
MBE Wealth Management
Wisconsin
$427K +$818 +36 +0.2%
PWMG
450
Prestige Wealth Management Group
New Jersey
$423K – – –
16 17
18
19 20