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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 %
DC
101
Davenport & Co
Virginia
$9.82M +$470K +20,682 +5%
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$9.7M +$123K +5,394 +1%
PFM
103
Peak Financial Management
Massachusetts
$9.44M +$167K +7,341 +2%
IAS
104
IMA Advisory Services
Colorado
$9.27M +$81.3K +3,579 +0.9%
SJIM
105
St. Johns Investment Management
Florida
$9.07M -$2.5M -110,070 -22%
EWA
106
Exencial Wealth Advisors
Oklahoma
$8.97M +$7.16K +315 +0.1%
LIM
107
Lathrop Investment Management
Arkansas
$8.97M -$197K -8,667 -2%
OWA
108
Opal Wealth Advisors
New York
$8.97M +$8.97M +394,731 New
SAF
109
Smith Anglin Financial
Texas
$8.8M +$8.8M +387,270 New
VNA
110
Valley National Advisers
Pennsylvania
$8.77M +$37.2K +1,635 +0.4%
MWP
111
Meridian Wealth Partners
Pennsylvania
$8.67M -$97.6K -4,293 -1%
LF
112
Lee Financial
Texas
$8.61M -$1.27M -55,692 -13%
KF
113
Krilogy Financial
Missouri
$8.2M -$184K -8,118 -2%
CCA
114
Clearwater Capital Advisors
Illinois
$8.08M +$247K +10,869 +3%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$8M -$510K -22,425 -6%
EVM
116
Eaton Vance Management
Massachusetts
$7.96M +$264K +11,625 +3%
RCA
117
Reitz Capital Advisors
Michigan
$7.89M +$427K +18,789 +6%
ACA
118
Affinity Capital Advisors
California
$7.77M +$770K +33,900 +11%
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$7.72M +$318K +13,998 +4%
RRC
120
Relaxing Retirement Coach
Massachusetts
$7.72M -$7.74M -340,551 -50%
SWA
121
Sightline Wealth Advisors
Connecticut
$7.7M +$7.7M +338,601 New
MMA
122
Miracle Mile Advisors
California
$7.51M +$400K +17,616 +6%
PAI
123
Pittenger & Anderson Inc
Nebraska
$7.36M +$3.14K +138 +0%
LCC
124
Lincoln Capital Corp
Rhode Island
$7.32M -$119K -5,235 -2%
ECM
125
Exchange Capital Management
Michigan
$7.08M -$78.7K -3,462 -1%
3 4
5
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