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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 %
TI
651
tru Independence
Oregon
– -$1.21M -65,319 Closed
Jane Street
652
Jane Street
New York
– -$887K -47,946 Closed
Renaissance Technologies
653
Renaissance Technologies
New York
– -$832K -45,000 Closed
AO
654
Advisor OS
Illinois
– -$805K -44,640 Closed
LWMM
655
Legacy Wealth Management (Mississippi)
Mississippi
– -$777K -42,000 Closed
SCM
656
Southport Capital Management
Tennessee
– -$515K -27,837 Closed
FWM
657
Frontier Wealth Management
Missouri
– -$501K -27,114 Closed
BL
658
BCWM LLC
Kansas
– -$351K -18,996 Closed
AAS
659
Avantax Advisory Services
Texas
– -$331K -17,847 Closed
IC
660
IEQ Capital
California
– -$325K -17,550 Closed
WQ
661
Wealth Quarterback
New Jersey
– -$300K -17,094 Closed
TI
662
Trexquant Investment
Connecticut
– -$286K -15,471 Closed
LFAS
663
Level Four Advisory Services
Texas
– -$259K -14,022 Closed
VC
664
Vicus Capital
Pennsylvania
– -$238K -12,885 Closed
SG
665
Somerset Group
Minnesota
– -$226K -12,201 Closed
APP
666
Avantax Planning Partners
Iowa
– -$224K -12,126 Closed
NIC
667
Northwest Investment Counselors
Oregon
– -$122K -6,609 Closed
NNP
668
Nachman Norwood & Parrott
South Carolina
– -$99K -5,352 Closed
PFWA
669
Paces Ferry Wealth Advisors
Georgia
– -$79K -4,254 Closed
SC
670
Slow Capital
California
– -$50K -2,709 Closed
CFD
671
Creative Financial Designs
Indiana
– -$38K -2,028 Closed
CSPIA
672
Cary Street Partners Investment Advisory
Virginia
– -$24K -1,293 Closed
JWM
673
Jeppson Wealth Management
California
– -$22K -1,200 Closed
HCA
674
Horan Capital Advisors
Ohio
– -$12K -645 Closed
FFA
675
Founders Financial Alliance
North Carolina
– -$7K -336 Closed
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