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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 %
TWP
501
Treybourne Wealth Planners
Indiana
$281K +$281K +12,375 New
PL
502
Plancorp LLC
Missouri
$278K -$196K -8,595 -41%
RFC
503
Regions Financial Corp
Alabama
$277K +$277K +12,174 New
GWAM
504
Guardian Wealth Advisors (Minnesota)
Minnesota
$277K +$277K +12,183 New
RG
505
Retirement Group
California
$276K -$20.3K -894 -7%
TNB
506
TCF National Bank
South Dakota
$275K – – –
AWM
507
Apollon Wealth Management
South Carolina
$275K +$275K +12,117 New
HIM
508
Harbour Investment Management
Washington
$274K – – –
GRP
509
Global Retirement Partners
California
$269K -$27.8K -1,224 -9%
CIP
510
Capital Insight Partners
Arizona
$269K -$749 -33 -0.3%
RCC
511
Red Cedar Capital
Nebraska
$267K +$1.09K +48 +0.4%
APSI
512
Asset Planning Services Inc
Louisiana
$265K -$6.82K -300 -3%
GWM
513
Gray Wealth Management
Maine
$264K +$68 +3 +0%
CG
514
Colony Group
Massachusetts
$261K -$772K -33,975 -75%
NCM
515
Next Capital Management
New York
$260K -$179K -7,878 -41%
DAS
516
Dynamic Advisor Solutions
Arizona
$260K +$260K +11,442 New
LAIC
517
Lederer & Associates Investment Counsel
California
$255K -$17.7K -777 -6%
RWRC
518
R.W. Roge & Company
New York
$254K – – –
WWM
519
Western Wealth Management
Colorado
$254K +$254K +11,187 New
SFS
520
Sowell Financial Services
Arkansas
$253K -$35.5K -1,560 -12%
WA
521
WESPAC Advisors
California
$252K -$94.8K -4,170 -27%
CCM
522
CWH Capital Management
Washington
$241K -$9.87K -435 -4%
W
523
WealthStone
Ohio
$239K +$239K +10,500 New
EWM
524
Evermay Wealth Management
Virginia
$238K +$238K +10,488 New
CIBC Private Wealth Group
525
CIBC Private Wealth Group
Georgia
$235K +$235K +10,326 New
19 20
21
22 23