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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.

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
1
FormulaFolio Investments
Michigan
$152M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$405M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$152M
4
KAS
4
Kestra Advisory Services
Texas
$37.4M
5
CCFM
5
Clear Creek Financial Management
Washington
$16.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$67.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$72.6M
3
RRC
3
Relaxing Retirement Coach
Massachusetts
$7.72M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$4.06M
5
Ameriprise
5
Ameriprise
Minnesota
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
51
Gemmer Asset Management
California
$17.9M -$1.2M -52,929 -6%
MAG
52
Mokosak Advisory Group
Iowa
$17.7M +$446K +19,635 +3%
MI
53
Moneywise Inc
Virginia
$17.5M +$61K +2,682 +0.4%
SFS
54
Summit Financial Strategies
Ohio
$17.4M -$157K -6,906 -0.9%
PR
55
Payden & Rygel
California
$17.3M +$9.96M +438,378 +135%
MFT
56
Moisand Fitzgerald Tamayo
Florida
$17.3M -$20.6K -906 -0.1%
BPA
57
Beacon Pointe Advisors
California
$17M -$470K -20,688 -3%
CCFM
58
Clear Creek Financial Management
Washington
$16.6M +$16.6M +730,044 New
SIC
59
Salem Investment Counselors
North Carolina
$16.4M +$69.3K +3,048 +0.4%
PAG
60
Private Advisor Group
New Jersey
$16M +$3.99M +175,410 +33%
TCM
61
Tradewinds Capital Management
Washington
$15.7M +$8.39M +369,012 +115%
CWM
62
Campbell Wealth Management
Virginia
$15.6M +$285K +12,540 +2%
HG
63
Harbor Group
New Hampshire
$15.2M +$15.2M +640,788 New
EGWAG
64
Elwood & Goetz Wealth Advisory Group
Georgia
$14.6M +$86.4K +3,801 +0.6%
BWM
65
BerganKDV Wealth Management
Minnesota
$14.6M -$63.6K -2,799 -0.4%
FC
66
Financial Consulate
Maryland
$14.6M -$159K -6,996 -1%
CAN
67
Cetera Advisor Networks
California
$14.5M -$2.36M -103,677 -14%
OFG
68
Omega Financial Group
California
$14.3M -$194K -8,520 -1%
SFA
69
Seneca Financial Advisors
New York
$14.2M +$14.2M +626,700 New
LIM
70
Leavell Investment Management
Alabama
$14.1M -$1.09M -48,135 -7%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$14M +$3.62M +159,120 +35%
NFG
72
Northeast Financial Group
Pennsylvania
$14M +$14M +616,542 New
DP
73
Denver PWM
Colorado
$13.6M -$1.09M -48,786 -7%
SL
74
Systelligence LLC
Minnesota
$13.3M +$7.97M +350,880 +151%
BSB
75
Bangor Savings Bank
Maine
$13.2M +$570K +25,083 +5%
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