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Schwab US Mid-Cap ETF
SCHM

651 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, 241 increasing their positions, 228 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 31

40% more capital invested

Capital invested by funds: $3.43B → $4.79B (+$1.37B)

32% more funds holding in top 10

Funds holding in top 10: 68 → 90 (+22)

17.95% more ownership

Funds ownership: 158.22% → 176.17% (+18%)

11% more funds holding

Funds holding: 589 → 651 (+62)

6% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 228

Holders
651
Holders Change
+62
Holders Change %
+10.53%
% 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
1.59%
New
103
Increased
241
Reduced
228
Closed
31
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
+$312K

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$74.9M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$66.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$43.7M
4
KAS
Kestra Advisory Services
Texas
+$31.3M
5
CCFM
Clear Creek Financial Management
Washington
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.54M
2
RRC
Relaxing Retirement Coach
Massachusetts
-$7.1M
3
PIMG
Patriot Investment Management Group
Tennessee
-$6.97M
4
Ameriprise
Ameriprise
Minnesota
-$5.49M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$5.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
526
CIBC Private Wealth Group
Georgia
$235K +$215K +10,326 New
GG
527
Greenwood Gearhart
Arkansas
$231K +$212K +10,164 New
RBCM
528
Raub Brock Capital Management
California
$230K +$211K +10,113 New
OPS
529
Orion Portfolio Solutions
Nebraska
$228K +$209K +10,041 New
FWP
530
Falcon Wealth Planning
California
$227K +$208K +9,978 New
RJT
531
Raymond James Trust
Florida
$225K -$28.2K -1,353 -12%
MCP
532
Mirador Capital Partners
California
$224K +$205K +9,846 New
AIM
533
Acropolis Investment Management
Missouri
$222K – – –
ODIJL
534
One Day In July LLC
Vermont
$220K +$202K +9,675 New
RFA
535
Reilly Financial Advisors
California
$219K -$3.13K -150 -2%
PWS
536
Peloton Wealth Strategists
Indiana
$218K +$200K +9,579 New
WAS
537
Wealth Advisory Solutions
Indiana
$218K +$200K +9,594 New
SCA
538
STALEY CAPITAL ADVISERS
Pennsylvania
$216K +$199K +9,525 New
KLI
539
Kelman-Lazarov Inc
Tennessee
$215K +$197K +9,456 New
NG
540
NWK Group
California
$214K -$1.94K -93 -1%
PCM
541
Palouse Capital Management
Washington
$212K +$194K +9,318 New
MCCP
542
Mission Creek Capital Partners
California
$211K +$194K +9,282 New
CP
543
Camelot Portfolios
Ohio
$207K +$190K +9,090 New
FNBOMD
544
First National Bank of Mount Dora
Florida
$205K +$188K +9,000 New
NF
545
Nikulski Financial
Iowa
$204K +$187K +8,955 New
NL
546
NWAM LLC
Washington
$204K +$187K +8,985 New
AP
547
Appleton Partners
Massachusetts
$203K +$186K +8,931 New
ACM
548
AlphaStar Capital Management
North Carolina
$201K +$177K +8,478 New
SI
549
Shaker Investments
Ohio
$201K +$184K +8,844 New
RDFA
550
Ritter Daniher Financial Advisory
Ohio
$191K +$175K +8,391 New
20 21
22
23 24

SCHM Hedge Fund Activity: Q4 2020 in Review

651 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2020, worth a combined $4.79B — up 40% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SCHM positions and 31 closed out — a net gain of 72 holders — while 241 added to existing stakes and 228 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $74.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.54M.

  • 651 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2020, up from 589 in Q3 2020.
  • Funds reported $4.79B of Schwab US Mid-Cap ETF stock for Q4 2020, up 40% quarter-over-quarter.
  • 103 funds opened new Schwab US Mid-Cap ETF positions in Q4 2020 and 31 closed out, a net change of +72 holders.
  • The largest Schwab US Mid-Cap ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $74.9M added.
  • The largest Schwab US Mid-Cap ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $7.54M sold.

Based on aggregated 13F filings for Q4 2020.