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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 %
BAM
576
Bellevue Asset Management
Washington
$4K -$59 -3 -1%
BWA
577
Burt Wealth Advisors
Maryland
$4K – – –
TFM
578
TFC Financial Management
Massachusetts
$3K +$3K +150 New
PWM
579
Provident Wealth Management
Tennessee
$2K -$1.81M -108,738 -100%
FMP
580
Financial Management Professionals
Texas
$2K – – –
GWS
581
Glassman Wealth Services
Virginia
$2K – – –
TCOV
582
Trust Company of Vermont
Vermont
$2K – – –
SFSG
583
Stearns Financial Services Group
North Carolina
$2K +$56 +3 +3%
SIS
584
Sound Income Strategies
Florida
$2K +$687 +33 +52%
DI
585
Disciplined Investments
Oklahoma
$1K – – –
WAS
586
Winch Advisory Services
Wisconsin
$1K +$1K +57 New
FCA
587
FinTrust Capital Advisors
South Carolina
$87 -$89 -4,794 -51%
CCFM
588
Clear Creek Financial Management
Washington
– -$12.2M -694,236 Closed
Fiera Capital (Canada)
589
Fiera Capital (Canada)
Quebec, Canada
– -$12.1M -688,326 Closed
BCA
590
Biltmore Capital Advisors
New Jersey
– -$8.31M -473,844 Closed
SWRP
591
Summit Wealth & Retirement Planning
California
– -$7.34M -418,395 Closed
WAS
592
Wealth Advisory Solutions
Indiana
– -$3.12M -178,008 Closed
ACM
593
AlphaStar Capital Management
North Carolina
– -$2.75M -152,139 Closed
IDA
594
Intelligence Driven Advisers
California
– -$2.18M -124,200 Closed
CWS
595
Cypress Wealth Services
California
– -$509K -29,019 Closed
GIA
596
Gladstone Institutional Advisory
Florida
– -$426K -24,306 Closed
SG
597
StoneX Group
New York
– -$363K -20,679 Closed
Deutsche Bank
598
Deutsche Bank
Germany
– -$322K -18,366 Closed
MOS
599
MGO One Seven
Ohio
– -$284K -16,167 Closed
SW
600
SkyOak Wealth
Michigan
– -$278K -15,822 Closed
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