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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.

New
Increased
Maintained
Reduced
Closed
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
Financial Engines Advisors
California
$270M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$65.8M
3
PRS
Pinkerton Retirement Specialists
Idaho
$24.2M
4
RRC
Relaxing Retirement Coach
Massachusetts
$12.6M
5
MMA
Miracle Mile Advisors
California
$5.79M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$39M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$39.9M
3
FI
FormulaFolio Investments
Michigan
$57M
4
CCFM
Clear Creek Financial Management
Washington
$0
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
126
Morningstar Investment Services
Illinois
$4.57M +$807K +43,839 +21%
FANJ
127
Financial Architects (New Jersey)
New Jersey
$4.52M -$88.3K -4,773 -2%
ACWM
128
Adams Chetwood Wealth Management
North Carolina
$4.39M +$32.4K +1,752 +0.7%
NDSI
129
Newman Dignan & Sheerar Inc
Rhode Island
$4.34M -$14K -759 -0.3%
SL
130
Systelligence LLC
Minnesota
$4.31M -$3.5M -189,231 -45%
BDF
131
Black Diamond Financial
Maryland
$4.24M -$10.8K -585 -0.3%
SWM
132
Sculati Wealth Management
Michigan
$4.23M -$62.5K -3,381 -1%
CA
133
Capital Advantage
California
$4.13M +$144K +7,383 +4%
WMG
134
WESCAP Management Group
California
$4.06M -$288K -15,552 -7%
SFWC
135
Strategic Family Wealth Counselors
New Jersey
$4.04M +$433K +23,400 +12%
PFA
136
Pure Financial Advisors
California
$4.03M -$263K -14,229 -6%
CWA
137
Carolina Wealth Advisors
South Carolina
$4M +$120K +6,489 +3%
BP
138
Broadleaf Partners
Ohio
$3.99M +$75.8K +4,101 +2%
APSP
139
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.96M +$2K +108 +0.1%
JWS
140
Juncture Wealth Strategies
Arizona
$3.96M -$499K -27,006 -11%
GCA
141
Gradient Capital Advisors
California
$3.83M +$30K +1,620 +0.8%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$3.8M -$6.16K -333 -0.2%
WTC
143
WhitTier Trust Company
Nevada
$3.69M +$412K +22,260 +13%
TYCC
144
Texas Yale Capital Corp
Florida
$3.68M -$22.1K -1,194 -0.6%
Citadel Advisors
145
Citadel Advisors
Florida
$3.65M +$3.65M +197,178 New
TFS
146
TrustCore Financial Services
Tennessee
$3.58M -$446K -24,096 -11%
ASN
147
Advisory Services Network
Georgia
$3.55M -$128K -6,930 -3%
BFEC
148
Benjamin F. Edwards & Company
Missouri
$3.53M +$473K +25,599 +15%
QAM
149
QCI Asset Management
New York
$3.38M +$84.4K +4,566 +3%
JWBC
150
John W. Brooker & Co
California
$3.37M -$27.5K -1,485 -0.8%
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