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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
1
FormulaFolio Investments
Michigan
$152M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$405M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$152M
4
KAS
4
Kestra Advisory Services
Texas
$37.4M
5
CCFM
5
Clear Creek Financial Management
Washington
$16.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$67.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$72.6M
3
RRC
3
Relaxing Retirement Coach
Massachusetts
$7.72M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$4.06M
5
Ameriprise
5
Ameriprise
Minnesota
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$38.4M +$12.9M +566,604 +50%
KAS
27
Kestra Advisory Services
Texas
$37.4M +$34.1M +1,502,946 +1,040%
RWM
28
RKL Wealth Management
Pennsylvania
$36.2M -$558K -24,543 -2%
FFA
29
Fragasso Financial Advisors
Pennsylvania
$35.7M +$10.8M +475,197 +43%
AA
30
Advisory Alpha
Michigan
$34.1M +$1.78M +78,456 +6%
PMG
31
ProVise Management Group
Florida
$33.9M +$115K +5,046 +0.3%
LFA
32
Lighthouse Financial Advisors
Maryland
$32.9M -$5.57M -244,932 -14%
Osaic Holdings
33
Osaic Holdings
Arizona
$32.3M +$534K +23,481 +2%
LPL Financial
34
LPL Financial
California
$31.8M +$1.03M +45,153 +3%
AFA
35
Atlanta Financial Associates
Georgia
$30.7M +$181K +7,983 +0.6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$30.7M +$3.99M +175,710 +15%
Morgan Stanley
37
Morgan Stanley
New York
$30.4M +$6.86M +301,941 +29%
MML Investors Services
38
MML Investors Services
Massachusetts
$30.1M -$483K -21,273 -2%
MGIA
39
Moneta Group Investment Advisors
Missouri
$28.2M -$647K -28,464 -2%
NFG
40
Nadler Financial Group
Illinois
$28.1M +$833K +36,636 +3%
Wells Fargo
41
Wells Fargo
California
$26.9M +$8.81M +387,435 +49%
Mariner
42
Mariner
Kansas
$26.3M +$654K +28,764 +3%
PRS
43
Pinkerton Retirement Specialists
Idaho
$26.1M -$3.66M -161,142 -12%
HWA
44
HHM Wealth Advisors
Tennessee
$22.9M -$170K -7,479 -0.7%
SAM
45
Summit Asset Management
Tennessee
$21.5M -$121K -5,337 -0.6%
FWM
46
Filbrandt Wealth Management
Wisconsin
$19.6M +$312K +13,728 +2%
UCFA
47
United Capital Financial Advisors
Texas
$19.6M -$855K -37,602 -4%
FFN
48
Focus Financial Network
Minnesota
$18.9M +$72.3K +3,180 +0.4%
EHPM
49
Emery Howard Portfolio Management
California
$18.3M -$189K -8,319 -1%
BCMO
50
Buckingham Capital Management (Ohio)
Ohio
$18.1M +$6.14K +270 +0%
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