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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 %
SFG
76
Sage Financial Group
Pennsylvania
$8.98M +$169K +9,144 +2%
IA
77
IFP Advisors
Florida
$8.93M +$4.7K +255 +0.1%
MAM
78
Marquette Asset Management
Minnesota
$8.9M -$2.99M -161,532 -25%
PEA
79
Pacific Edge Advisors
California
$8.8M -$848K -45,840 -9%
NSAM
80
North Star Asset Management
Wisconsin
$8.74M +$484K +26,175 +6%
RJA
81
Raymond James & Associates
Florida
$8.64M +$304K +16,461 +4%
AMG
82
Asset Management Group
Connecticut
$8.61M -$205K -11,076 -2%
NCM
83
Northwest Capital Management
Oregon
$8.54M -$186K -10,038 -2%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$8.48M -$6.96M -376,590 -45%
Truist Financial
85
Truist Financial
North Carolina
$8.45M +$331K +17,907 +4%
AWMG
86
Alliance Wealth Management Group
New Jersey
$8.3M -$588K -31,776 -7%
TCM
87
Towercrest Capital Management
Pennsylvania
$8.3M -$588K -31,776 -7%
AAIM
88
Asset Advisors Investment Management
Georgia
$8.1M -$980K -52,995 -11%
LF
89
Lee Financial
Texas
$8.03M -$1.8M -97,116 -18%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$7.79M +$1.85M +100,197 +31%
DC
91
Davenport & Co
Virginia
$7.61M +$69.4K +3,753 +0.9%
PFM
92
Peak Financial Management
Massachusetts
$7.54M +$24.4K +1,317 +0.3%
IAS
93
IMA Advisory Services
Colorado
$7.48M -$158K -8,538 -2%
LIM
94
Lathrop Investment Management
Arkansas
$7.46M -$113K -6,096 -1%
EWA
95
Exencial Wealth Advisors
Oklahoma
$7.3M -$96.3K -5,208 -1%
MWP
96
Meridian Wealth Partners
Pennsylvania
$7.14M -$194K -10,509 -3%
VNA
97
Valley National Advisers
Pennsylvania
$7.11M -$537K -29,052 -7%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$6.92M +$102K +5,532 +2%
FWP
99
FAS Wealth Partners
Kansas
$6.91M +$705K +38,130 +11%
KF
100
Krilogy Financial
Missouri
$6.82M +$174K +9,405 +3%
2 3
4
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