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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.

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
1
Financial Engines Advisors
California
$270M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$65.8M
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$24.2M
4
RRC
4
Relaxing Retirement Coach
Massachusetts
$12.6M
5
MMA
5
Miracle Mile Advisors
California
$5.79M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$39M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$39.9M
3
FI
3
FormulaFolio Investments
Michigan
$57M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$14.2M -$549K -29,667 -4%
MI
52
Moneywise Inc
Virginia
$14.2M +$449K +24,276 +3%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$14.1M +$94.9K +5,130 +0.7%
MAG
54
Mokosak Advisory Group
Iowa
$14.1M +$186K +10,035 +1%
CAN
55
Cetera Advisor Networks
California
$13.7M +$44.1K +2,385 +0.3%
SIC
56
Salem Investment Counselors
North Carolina
$13.3M -$289K -15,633 -2%
RRC
57
Relaxing Retirement Coach
Massachusetts
$12.6M +$6.26M +338,577 +99%
CWM
58
Campbell Wealth Management
Virginia
$12.4M +$341K +18,459 +3%
LIM
59
Leavell Investment Management
Alabama
$12.3M -$613K -33,153 -5%
DP
60
Denver PWM
Colorado
$12.2M -$153K -8,256 -1%
FC
61
Financial Consulate
Maryland
$12M -$327K -17,685 -3%
BWM
62
BerganKDV Wealth Management
Minnesota
$12M -$2.25M -121,509 -16%
EGWAG
63
Elwood & Goetz Wealth Advisory Group
Georgia
$11.8M +$896K +48,462 +8%
OFG
64
Omega Financial Group
California
$11.8M -$158K -8,517 -1%
BSB
65
Bangor Savings Bank
Maine
$10.3M +$147K +7,932 +1%
BSAM
66
Blue Square Asset Management
New York
$9.95M +$4.82M +260,670 +94%
ODCM
67
Old Dominion Capital Management
Virginia
$9.94M -$124K -6,699 -1%
Goldman Sachs
68
Goldman Sachs
New York
$9.74M +$1.2M +65,097 +14%
LFS
69
Lutz Financial Services
Nebraska
$9.66M -$172K -9,294 -2%
MFGP
70
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.6M +$831K +44,943 +9%
PAG
71
Private Advisor Group
New Jersey
$9.56M -$163K -9,036 -2%
PIMG
72
Patriot Investment Management Group
Tennessee
$9.49M -$87.6K -4,737 -0.9%
SJIM
73
St. Johns Investment Management
Florida
$9.42M +$455K +24,603 +5%
CFMC
74
Curbstone Financial Management Corp
New Hampshire
$9.41M +$345K +18,660 +4%
TSWM
75
Triangle Securities Wealth Management
North Carolina
$9.3M -$417K -22,524 -4%
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