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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 %
CCA
101
Clearwater Capital Advisors
Illinois
$6.37M +$91K +4,920 +1%
EVM
102
Eaton Vance Management
Massachusetts
$6.26M +$37.4K +2,025 +0.6%
RCA
103
Reitz Capital Advisors
Michigan
$6.07M +$2.59M +139,848 +74%
LCC
104
Lincoln Capital Corp
Rhode Island
$6.05M -$90.9K -4,914 -1%
PR
105
Payden & Rygel
California
$6.01M -$155K -8,400 -3%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$6M -$734K -39,303 -11%
PAI
107
Pittenger & Anderson Inc
Nebraska
$5.98M -$388K -20,985 -6%
TCM
108
Tradewinds Capital Management
Washington
$5.94M -$1.09M -58,788 -15%
ECM
109
Exchange Capital Management
Michigan
$5.82M -$30.1K -1,626 -0.5%
MMA
110
Miracle Mile Advisors
California
$5.79M +$5.79M +312,810 New
ACA
111
Affinity Capital Advisors
California
$5.7M +$442K +23,901 +8%
CMP
112
Courage Miller Partners
Virginia
$5.5M +$53 +3 +0%
IWC
113
Integrated Wealth Concepts
Massachusetts
$5.47M +$5.47M +295,653 New
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$5.41M +$19K +1,026 +0.4%
TLP
115
Trinity Legacy Partners
Texas
$5.38M -$1.61M -81,378 -23%
RWA
116
Redhawk Wealth Advisors
Minnesota
$5.2M -$170K -9,186 -3%
CFIA
117
Cantor Fitzgerald Investment Advisors
New York
$5.15M -$18K -1,029 -0.3%
CCM
118
Colorado Capital Management
Colorado
$5.1M -$189K -10,197 -4%
ATWA
119
Arbor Trust Wealth Advisors
Michigan
$5.07M +$162K +8,754 +3%
PAG
120
Pinnacle Advisory Group
Maryland
$5.04M +$558K +30,171 +12%
JIC
121
Johnson Investment Counsel
Ohio
$4.95M +$119K +6,453 +2%
HWA
122
Hilltop Wealth Advisors
North Carolina
$4.89M +$150K +8,130 +3%
AIM
123
Anchor Investment Management
South Carolina
$4.77M -$42.2K -2,283 -0.9%
APW
124
Aurora Private Wealth
New Jersey
$4.73M +$144K +7,806 +3%
EE
125
EWG Elevate
California
$4.64M +$168K +9,105 +4%
3 4
5
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