SCHM icon

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
$152M
2
Financial Engines Advisors
Financial Engines Advisors
California
$405M
3
HighTower Advisors
HighTower Advisors
Illinois
$152M
4
KAS
Kestra Advisory Services
Texas
$37.4M
5
CCFM
Clear Creek Financial Management
Washington
$16.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$67.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$72.6M
3
RRC
Relaxing Retirement Coach
Massachusetts
$7.72M
4
PIMG
Patriot Investment Management Group
Tennessee
$4.06M
5
Ameriprise
Ameriprise
Minnesota
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
551
Pinnacle Financial Partners
Tennessee
$177K – – –
Bank of Montreal
552
Bank of Montreal
Ontario, Canada
$175K +$14.4K +609 +9%
APA
553
American Portfolios Advisors
New York
$168K -$300K -13,188 -64%
OIA
554
Optimum Investment Advisors
Illinois
$164K -$3.33K -147 -2%
BAM
555
Barrett Asset Management
New York
$160K – – –
MA
556
MCF Advisors
Kentucky
$154K -$1.43K -63 -0.9%
CFA
557
Carroll Financial Associates
North Carolina
$147K +$84.8K +3,741 +136%
BFC
558
Bedel Financial Consulting
Indiana
$140K +$68 +3 +0%
TRCT
559
Tower Research Capital (TRC)
New York
$134K -$45.2K -1,983 -25%
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$126K +$1.02K +45 +0.8%
GWM
561
Greenhouse Wealth Management
Connecticut
$126K +$126K +5,547 New
BlackRock
562
BlackRock
New York
$123K +$3.21K +141 +3%
CDIA
563
Capital Directions Investment Advisors
Georgia
$121K -$5.48K -240 -4%
FCA
564
FinTrust Capital Advisors
South Carolina
$111K +$4.24K +186 +4%
RCA
565
Rowland Carmichael Advisors
Arizona
$111K +$28.2K +1,239 +34%
TSW
566
Thompson Siegel & Walmsley
Virginia
$109K – – –
FHA
567
First Horizon Advisors
Tennessee
$109K +$32.9K +1,455 +43%
IRC
568
Investors Research Corp
Georgia
$99K – – –
S
569
SignatureFD
Georgia
$96K – – –
GLLW
570
Graves Light Lenhart Wealth
Virginia
$94K +$94K +4,143 New
WPA
571
West Paces Advisors
Georgia
$88.6K – – –
PK
572
Pflug Koory
Nebraska
$86K – – –
OC
573
Oakworth Capital
Alabama
$83K – – –
CIM
574
Contravisory Investment Management
Massachusetts
$82K +$950 +42 +1%
FCM
575
Firestone Capital Management
Florida
$81K +$27K +1,188 +50%
21 22
23
24 25