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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.

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 %
RWRC
476
R.W. Roge & Company
New York
$222K +$222K +11,187 New
LAIC
477
Lederer & Associates Investment Counsel
California
$222K +$222K +11,979 New
APSI
478
Asset Planning Services Inc
Louisiana
$221K – – –
CIP
479
Capital Insight Partners
Arizona
$220K -$45K -2,430 -17%
RCC
480
Red Cedar Capital
Nebraska
$217K +$1.5K +81 +0.7%
GWM
481
Gray Wealth Management
Maine
$215K +$56 +3 +0%
NIM
482
Nicollet Investment Management
Minnesota
$212K +$212K +11,442 New
RJT
483
Raymond James Trust
Florida
$208K +$208K +11,274 New
CCM
484
CWH Capital Management
Washington
$204K +$204K +11,055 New
EWM
485
Elmwood Wealth Management
California
$198K – – –
RFA
486
Reilly Financial Advisors
California
$181K -$18.8K -1,017 -9%
AIM
487
Acropolis Investment Management
Missouri
$180K – – –
PFP
488
Pinnacle Financial Partners
Tennessee
$177K +$666 +36 +0.4%
NG
489
NWK Group
California
$176K -$1.77K -96 -1%
TRCT
490
Tower Research Capital (TRC)
New York
$145K -$576K -31,245 -80%
OIA
491
Optimum Investment Advisors
Illinois
$136K +$93.3K +5,061 +218%
BAM
492
Barrett Asset Management
New York
$130K – – –
Bank of Montreal
493
Bank of Montreal
Ontario, Canada
$129K -$9.41K -495 -7%
MA
494
MCF Advisors
Kentucky
$127K -$834 -45 -0.7%
NIC
495
Northwest Investment Counselors
Oregon
$122K +$122K +6,609 New
BFC
496
Bedel Financial Consulting
Indiana
$114K +$55 +3 +0%
CDIA
497
Capital Directions Investment Advisors
Georgia
$103K – – –
LWANC
498
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K -$4.73K -255 -4%
NNP
499
Nachman Norwood & Parrott
South Carolina
$99K +$99K +5,352 New
BlackRock
500
BlackRock
New York
$97K -$7.9K -429 -8%
18 19
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