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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 %
TSW
501
Thompson Siegel & Walmsley
Virginia
$88K – – –
TWA
502
TCI Wealth Advisors
Arizona
$82K +$1.44K +78 +2%
IRC
503
Investors Research Corp
Georgia
$81K – – –
PFWA
504
Paces Ferry Wealth Advisors
Georgia
$79K +$79K +4,254 New
S
505
SignatureFD
Georgia
$78K – – –
WPA
506
West Paces Advisors
Georgia
$72.1K – – –
PFS
507
Prospera Financial Services
Texas
$71K -$576K -31,020 -89%
William Blair & Company
508
William Blair & Company
Illinois
$71K -$95.9K -5,184 -57%
PK
509
Pflug Koory
Nebraska
$70K -$8.36K -450 -11%
OC
510
Oakworth Capital
Alabama
$67K – – –
RCA
511
Rowland Carmichael Advisors
Arizona
$67K +$3.43K +186 +5%
CIM
512
Contravisory Investment Management
Massachusetts
$66K -$25.4K -1,377 -28%
FHA
513
First Horizon Advisors
Tennessee
$62K – – –
SFSIG
514
San Francisco Sentry Investment Group
California
$60K – – –
CAL
515
Capital Advisors Ltd
Ohio
$58K – – –
CFA
516
Carroll Financial Associates
North Carolina
$50K +$22.7K +1,245 +83%
SC
517
Slow Capital
California
$50K +$50K +2,709 New
FCM
518
Firestone Capital Management
Florida
$44K – – –
CFGS
519
Concourse Financial Group Securities
Alabama
$42K – – –
SSB
520
Sandy Spring Bank
Maryland
$41K -$28.4K -1,503 -41%
PFA
521
Professional Financial Advisors
Nebraska
$40K +$40K +2,151 New
CWM
522
Cranbrook Wealth Management
Michigan
$39K – – –
AC
523
AlphaCore Capital
California
$38K -$23.1K -1,239 -38%
CG
524
Cutler Group
California
$38K – – –
CFD
525
Creative Financial Designs
Indiana
$38K +$3.32K +177 +10%
19 20
21
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