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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 %
RPCA
451
Running Point Capital Advisors
California
$420K +$420K +18,468 New
PCM
452
Pennsylvania Capital Management
Pennsylvania
$414K -$9.9K -417 -2%
RPA
453
Rock Point Advisors
Vermont
$411K – – –
JWCA
454
J.W. Cole Advisors
Florida
$406K +$406K +17,874 New
WWM
455
Windsor Wealth Management
Indiana
$401K +$1.57K +69 +0.4%
PI
456
Pachira Investments
California
$395K – – –
SF
457
Summit Financial
New Jersey
$395K +$395K +17,352 New
BCM
458
Boltwood Capital Management
California
$392K +$27.3K +1,200 +7%
DBRC
459
D.B. Root & Company
Pennsylvania
$391K -$69.5K -3,060 -15%
SFG
460
Sunburst Financial Group
Alabama
$390K – – –
ACM
461
Armbruster Capital Management
New York
$387K -$19.8K -870 -5%
SIM
462
Sadoff Investment Management
Wisconsin
$384K -$268K -11,784 -41%
BFG
463
Bouchey Financial Group
New York
$376K +$136 +6 +0%
WDL
464
Well Done LLC
Michigan
$375K +$4.77K +210 +1%
OCM
465
Osterweis Capital Management
California
$374K – – –
PNC Financial Services Group
466
PNC Financial Services Group
Pennsylvania
$371K -$82.5K -3,621 -18%
AllianceBernstein
467
AllianceBernstein
Tennessee
$370K – – –
PAM
468
Peak Asset Management
Colorado
$365K – – –
BA
469
Ballast Advisors
Minnesota
$364K -$163K -7,158 -31%
PPA
470
Parametric Portfolio Associates
Washington
$364K -$2.93K -129 -0.8%
Fidelity Investments
471
Fidelity Investments
Massachusetts
$356K -$3.81K -168 -1%
IAP
472
Indie Asset Partners
Indiana
$348K -$241K -10,602 -41%
ZIM
473
Zacks Investment Management
Illinois
$345K +$7.49K +330 +2%
BL
474
Balentine LLC
Georgia
$342K -$2.93K -129 -0.8%
GAM
475
Garrison Asset Management
Arkansas
$341K -$113K -4,974 -25%
17 18
19
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