SCHM icon

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 %
HIC
451
Hartline Investment Corp
Illinois
$279K -$178K -9,585 -39%
RWM
452
Reston Wealth Management
Virginia
$279K +$999 +54 +0.4%
ZIM
453
Zacks Investment Management
Illinois
$275K +$2.5K +135 +0.9%
HI
454
Hendershot Investments
Virginia
$270K +$6.11K +330 +2%
DSC
455
Duncker Streett & Co
Missouri
$267K +$554 +30 +0.2%
LFAS
456
Level Four Advisory Services
Texas
$259K -$4.77K -258 -2%
SPIA
457
Steward Partners Investment Advisory
New York
$258K -$2.88K -156 -1%
HFA
458
Hoover Financial Advisors
Pennsylvania
$255K -$17.4K -939 -6%
CFO
459
CVA Family Office
Colorado
$252K +$14.1K +759 +6%
BWP
460
BSW Wealth Partners
Colorado
$251K -$25.5K -1,377 -9%
RWM
461
RBA Wealth Management
California
$247K +$9.53K +516 +4%
LA
462
LexAurum Advisors
Kansas
$242K – – –
RG
463
Retirement Group
California
$242K +$111 +6 +0%
GRP
464
Global Retirement Partners
California
$242K +$389 +21 +0.2%
SIAS
465
Shine Investment Advisory Services
Colorado
$241K -$48K -2,595 -17%
SCA
466
Stillwater Capital Advisors
Pennsylvania
$239K – – –
VC
467
Vicus Capital
Pennsylvania
$238K -$12.2K -660 -5%
NFG
468
Next Financial Group
Texas
$237K -$1.11K -60 -0.5%
SFS
469
Sowell Financial Services
Arkansas
$234K +$7.2K +390 +3%
TPW
470
Tiller Private Wealth
Pennsylvania
$232K – – –
CIC
471
Carnegie Investment Counsel
Ohio
$228K -$139K -7,515 -38%
SG
472
Somerset Group
Minnesota
$226K -$834 -45 -0.4%
APP
473
Avantax Planning Partners
Iowa
$224K -$245K -13,278 -52%
TNB
474
TCF National Bank
South Dakota
$224K -$148K -7,986 -40%
HIM
475
Harbour Investment Management
Washington
$223K – – –
17 18
19
20 21