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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
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 %
BSAM
76
Blue Square Asset Management
New York
$12.6M +$360K +15,819 +3%
NOI
77
Newton One Investments
Delaware
$12.5M +$12.5M +551,577 New
MFGP
78
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.5M +$667K +29,358 +6%
RJA
79
Raymond James & Associates
Florida
$12.3M +$1.72M +75,627 +16%
ODCM
80
Old Dominion Capital Management
Virginia
$12.1M -$84.3K -3,708 -0.7%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$11.7M +$139K +6,114 +1%
NSAM
82
North Star Asset Management
Wisconsin
$11.6M +$907K +39,924 +8%
LFS
83
Lutz Financial Services
Nebraska
$11.6M -$243K -10,698 -2%
NCMW
84
Northern Capital Management (Washington)
Washington
$11.5M +$11.5M +504,021 New
HNW
85
High Note Wealth
Minnesota
$11.4M +$11.4M +502,410 New
AAIM
86
Asset Advisors Investment Management
Georgia
$11.2M +$1.28M +56,463 +13%
SFG
87
Sage Financial Group
Pennsylvania
$11.1M +$73.6K +3,237 +0.7%
TSWM
88
Triangle Securities Wealth Management
North Carolina
$11.1M -$345K -15,195 -3%
IA
89
IFP Advisors
Florida
$11M +$46K +2,031 +0.4%
Truist Financial
90
Truist Financial
North Carolina
$10.8M +$377K +16,584 +4%
NCM
91
Northwest Capital Management
Oregon
$10.6M +$131K +5,763 +1%
Goldman Sachs
92
Goldman Sachs
New York
$10.5M -$1.47M -64,500 -12%
FWP
93
FAS Wealth Partners
Kansas
$10.5M +$2.01M +88,530 +24%
AMG
94
Asset Management Group
Connecticut
$10.5M -$80.2K -3,528 -0.8%
PEA
95
Pacific Edge Advisors
California
$10.5M -$327K -14,400 -3%
AWMG
96
Alliance Wealth Management Group
New Jersey
$10.3M +$96.8K +4,260 +0.9%
TCM
97
Towercrest Capital Management
Pennsylvania
$10.3M +$96.8K +4,260 +0.9%
MF
98
Manchester Financial
California
$10.3M +$9.39M +413,334 +1,070%
FNC
99
First National Corp
Massachusetts
$10.1M +$6.68K +294 +0.1%
MAM
100
Marquette Asset Management
Minnesota
$9.93M -$999K -43,974 -9%
2 3
4
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