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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 %
BEI
526
Benjamin Edwards Inc
Missouri
$37K +$331 +18 +0.9%
AssetMark Inc
527
AssetMark Inc
California
$37K +$37K +1,998 New
VFA
528
Valeo Financial Advisors
Indiana
$36K -$22.9K -1,245 -39%
Citigroup
529
Citigroup
New York
$36K +$4.17K +228 +13%
HFA
530
HC Financial Advisors
California
$33K +$110 +6 +0.3%
TPCW
531
TD Private Client Wealth
New York
$31.9K – – –
SIAP
532
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K – – –
MIM
533
Macroview Investment Management
Maryland
$30K +$3.01K +165 +11%
GWM
534
Geneos Wealth Management
Colorado
$29K – – –
SFPG
535
Stonebridge Financial Planning Group
Florida
$26K – – –
AAP
536
Arax Advisory Partners
Colorado
$26K – – –
ACA
537
Aptus Capital Advisors
Alabama
$26K +$9.31K +510 +56%
MSFP
538
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
YAL
539
Your Advocates Ltd
Texas
$25K – – –
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
$24K +$24K +1,293 New
LDFR
542
Lehman & Derafelo Financial Resources
Pennsylvania
$23K -$9.6K -522 -29%
CTC
543
Central Trust Company
Missouri
$23K – – –
GCM
544
Gables Capital Management
Florida
$22K – – –
JWM
545
Jeppson Wealth Management
California
$22K +$22K +1,200 New
HIA
546
Harbor Investment Advisory
Maryland
$21K – – –
BWA
547
BDO Wealth Advisors
Florida
$21K – – –
ADL
548
Asset Dedication LLC
California
$20K – – –
BCM
549
Blume Capital Management
California
$19K – – –
EI
550
Ellevest Inc
New York
$19K +$55 +3 +0.3%
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