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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 %
CCA
476
Checchi Capital Advisers
California
$340K +$340K +14,952 New
HI
477
Hendershot Investments
Virginia
$337K +$5.93K +261 +2%
PIA
478
Pinion Investment Advisors
Kansas
$335K -$417K -18,324 -55%
HIC
479
Hartline Investment Corp
Illinois
$335K -$6.88K -303 -2%
US Bancorp
480
US Bancorp
Minnesota
$331K -$99.6K -4,386 -23%
PIM
481
Penobscot Investment Management
Massachusetts
$329K -$40.9K -1,800 -11%
DSC
482
Duncker Streett & Co
Missouri
$329K +$750 +33 +0.2%
WCFA
483
Walkner Condon Financial Advisors
Wisconsin
$327K +$327K +14,403 New
NFG
484
Next Financial Group
Texas
$324K +$32.2K +1,413 +11%
HCIA
485
Hochman Cole Investment Advisors
Illinois
$316K -$76.9K -3,384 -20%
KFS
486
Kaizen Financial Strategies
California
$313K +$313K +13,752 New
APA
487
Allegiant Private Advisors
Florida
$313K +$313K +13,776 New
CFO
488
CVA Family Office
Colorado
$309K +$204 +9 +0.1%
BWP
489
BSW Wealth Partners
Colorado
$308K +$204 +9 +0.1%
RWM
490
Reston Wealth Management
Virginia
$306K -$37.1K -1,629 -11%
CIC
491
Carnegie Investment Counsel
Ohio
$302K +$21.9K +963 +8%
LA
492
LexAurum Advisors
Kansas
$299K +$1.09K +48 +0.4%
FRA
493
Frank Rimerman Advisors
California
$298K +$298K +13,134 New
PCA
494
Personal Capital Advisors
California
$298K +$298K +13,110 New
RWM
495
RBA Wealth Management
California
$296K -$8.54K -375 -3%
SCA
496
Stillwater Capital Advisors
Pennsylvania
$294K – – –
DWP
497
Destiny Wealth Partners
Florida
$294K +$294K +12,924 New
EWM
498
Echo Wealth Management
Minnesota
$290K +$290K +12,756 New
HFA
499
Hoover Financial Advisors
Pennsylvania
$284K -$46.4K -1,938 -14%
TPW
500
Tiller Private Wealth
Pennsylvania
$284K – – –
18 19
20
21 22