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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 %
GG
526
Greenwood Gearhart
Arkansas
$231K +$231K +10,164 New
RBCM
527
Raub Brock Capital Management
California
$230K +$230K +10,113 New
OPS
528
Orion Portfolio Solutions
Nebraska
$228K +$228K +10,041 New
FWP
529
Falcon Wealth Planning
California
$227K +$227K +9,978 New
RJT
530
Raymond James Trust
Florida
$225K -$30.7K -1,353 -12%
MCP
531
Mirador Capital Partners
California
$224K +$224K +9,846 New
AIM
532
Acropolis Investment Management
Missouri
$222K – – –
ODIJL
533
One Day In July LLC
Vermont
$220K +$220K +9,675 New
RFA
534
Reilly Financial Advisors
California
$219K -$3.41K -150 -2%
PWS
535
Peloton Wealth Strategists
Indiana
$218K +$218K +9,579 New
WAS
536
Wealth Advisory Solutions
Indiana
$218K +$218K +9,594 New
SCA
537
STALEY CAPITAL ADVISERS
Pennsylvania
$216K +$216K +9,525 New
KLI
538
Kelman-Lazarov Inc
Tennessee
$215K +$215K +9,456 New
NG
539
NWK Group
California
$214K -$2.11K -93 -1%
PCM
540
Palouse Capital Management
Washington
$212K +$212K +9,318 New
MCCP
541
Mission Creek Capital Partners
California
$211K +$211K +9,282 New
CP
542
Camelot Portfolios
Ohio
$207K +$207K +9,090 New
FNBOMD
543
First National Bank of Mount Dora
Florida
$205K +$205K +9,000 New
NF
544
Nikulski Financial
Iowa
$204K +$204K +8,955 New
NL
545
NWAM LLC
Washington
$204K +$204K +8,985 New
AP
546
Appleton Partners
Massachusetts
$203K +$203K +8,931 New
ACM
547
AlphaStar Capital Management
North Carolina
$201K +$201K +8,478 New
SI
548
Shaker Investments
Ohio
$201K +$201K +8,844 New
RDFA
549
Ritter Daniher Financial Advisory
Ohio
$191K +$191K +8,391 New
FM
550
Family Management
New York
$179K +$179K +7,896 New
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