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 %
CG
626
Cutler Group
California
$13K -$32.7K -1,500 -72%
OIM
627
Oder Investment Management
California
$13K +$13K +585 New
GT
628
Glenmede Trust
Pennsylvania
$12K – – –
AF
629
Allworth Financial
California
$11K +$2.42K +108 +28%
FMP
630
Financial Management Professionals
Texas
$11K +$8.5K +378 +341%
GI
631
Gradient Investments
Minnesota
$10K – – –
CAAS
632
Capital Asset Advisory Services
Michigan
$9K +$9K +396 New
HCM
633
Horrell Capital Management
Arkansas
$8K – – –
WEC
634
Winslow Evans & Crocker
Massachusetts
$7K – – –
SIAG
635
Safeguard Investment Advisory Group
California
$7K +$7K +330 New
EK
636
Evensky & Katz
Florida
$6K -$1.1K -48 -16%
1IA
637
1834 Investment Advisors
Wisconsin
$6K – – –
NDSI
638
Newman Dignan & Sheerar Inc
Rhode Island
$5.33K -$4 -174 -0.1%
BWA
639
Burt Wealth Advisors
Maryland
$5K – – –
BAM
640
Bellevue Asset Management
Washington
$5K – – –
GI
641
GS Investments
Minnesota
$5K +$5K +207 New
TFM
642
TFC Financial Management
Massachusetts
$2K -$2K -75 -50%
PWM
643
Provident Wealth Management
Tennessee
$2K -$353 -18 -15%
DI
644
Disciplined Investments
Oklahoma
$2K – – –
GWS
645
Glassman Wealth Services
Virginia
$2K – – –
FWM
646
Focused Wealth Management
New York
$2K +$2K +69 New
WFA
647
West Financial Advisors
Iowa
$2K +$2K +90 New
WOSD
648
WFA of San Diego
California
$68 – +180 +0.2%
RWA
649
Redhawk Wealth Advisors
Minnesota
– -$5.2M -281,112 Closed
KFC
650
Klingenstein Fields & Co
New York
– -$1.56M -84,066 Closed
24 25
26
27 28