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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.

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
1
Financial Engines Advisors
California
$270M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$65.8M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$24.2M
4
RRC
4
Relaxing Retirement Coach
Massachusetts
$12.6M
5
MMA
5
Miracle Mile Advisors
California
$5.79M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$39M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$39.9M
3
FI
3
FormulaFolio Investments
Michigan
$57M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
RKL Wealth Management
Pennsylvania
$29.9M +$129K +6,975 +0.4%
AA
27
Advisory Alpha
Michigan
$27.7M +$1.3M +66,927 +5%
PMG
28
ProVise Management Group
Florida
$27.5M +$12.3K +663 +0%
Osaic Holdings
29
Osaic Holdings
Arizona
$25.8M +$340K +18,423 +1%
LPL Financial
30
LPL Financial
California
$25.1M +$3.87M +209,385 +18%
AFA
31
Atlanta Financial Associates
Georgia
$24.9M +$1.43M +77,385 +6%
MML Investors Services
32
MML Investors Services
Massachusetts
$24.9M +$115K +6,231 +0.5%
PRS
33
Pinkerton Retirement Specialists
Idaho
$24.2M +$7.34M +397,017 +44%
MGIA
34
Moneta Group Investment Advisors
Missouri
$23.5M +$1.28M +69,279 +6%
NFG
35
Nadler Financial Group
Illinois
$22.2M +$87.6K +4,737 +0.4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$21.7M +$2.04M +110,484 +10%
Mariner
37
Mariner
Kansas
$20.9M +$191K +10,305 +0.9%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$20.8M +$1.16M +62,985 +6%
FFA
39
Fragasso Financial Advisors
Pennsylvania
$20.3M +$4.87M +263,271 +32%
Morgan Stanley
40
Morgan Stanley
New York
$19.1M -$2.49M -134,907 -12%
HWA
41
HHM Wealth Advisors
Tennessee
$18.8M -$557K -30,114 -3%
SAM
42
Summit Asset Management
Tennessee
$17.6M -$17.9K -966 -0.1%
UCFA
43
United Capital Financial Advisors
Texas
$16.6M -$1.92M -103,908 -10%
FWM
44
Filbrandt Wealth Management
Wisconsin
$15.7M -$69.8K -3,774 -0.4%
GAM
45
Gemmer Asset Management
California
$15.5M +$4.36M +235,638 +39%
FFN
46
Focus Financial Network
Minnesota
$15.3M -$2.09M -113,028 -12%
EHPM
47
Emery Howard Portfolio Management
California
$15M -$113K -6,099 -0.7%
BCMO
48
Buckingham Capital Management (Ohio)
Ohio
$14.7M +$178K +9,624 +1%
Wells Fargo
49
Wells Fargo
California
$14.7M +$564K +30,522 +4%
SFS
50
Summit Financial Strategies
Ohio
$14.3M +$207K +11,217 +1%
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