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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 %
CCA
551
Column Capital Advisors
Indiana
$18K – – –
QCMC
552
Quantum Capital Management (California)
California
$18K – – –
PIP
553
Peachtree Investment Partners
Florida
$17K +$57 +3 +0.3%
Fifth Third Bancorp
554
Fifth Third Bancorp
Ohio
$16K – – –
PO
555
Private Ocean
California
$16K – – –
ME
556
McIlrath & Eck
Washington
$15K -$4.04K -222 -21%
NFSG
557
Newbridge Financial Services Group
Florida
$13K +$13K +687 New
LFG
558
Larson Financial Group
Missouri
$12K +$6.27K +351 +109%
HCA
559
Horan Capital Advisors
Ohio
$12K +$12K +645 New
BFG
560
Baron Financial Group
New Jersey
$11.1K +$11.1K +600 New
JFA
561
JNBA Financial Advisors
Minnesota
$11K – – –
GI
562
Gradient Investments
Minnesota
$10K +$4.66K +249 +87%
GT
563
Glenmede Trust
Pennsylvania
$9K – – –
LFG
564
LifePlan Financial Group
Ohio
$8K – – –
CIAS
565
CBIZ Investment Advisory Services
Ohio
$8K -$7K – –
HCM
566
Horrell Capital Management
Arkansas
$7K – – –
FFA
567
Founders Financial Alliance
North Carolina
$7K +$7K +336 New
AF
568
Allworth Financial
California
$7K +$7K +384 New
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
$6.47K +$1.79K +89,943 +38%
EK
570
Evensky & Katz
Florida
$6K -$3.61K -186 -38%
WEC
571
Winslow Evans & Crocker
Massachusetts
$6K – – –
Simplex Trading
572
Simplex Trading
Illinois
$5K -$2.9K -174 -37%
1IA
573
1834 Investment Advisors
Wisconsin
$5K – – –
IA
574
Independence Advisors
Pennsylvania
$5K – – –
FHA
575
Flagship Harbor Advisors
Massachusetts
$4K -$4.47K -285 -53%
21 22
23
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