SCHM icon

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
FormulaFolio Investments
Michigan
$152M
2
Financial Engines Advisors
Financial Engines Advisors
California
$405M
3
HighTower Advisors
HighTower Advisors
Illinois
$152M
4
KAS
Kestra Advisory Services
Texas
$37.4M
5
CCFM
Clear Creek Financial Management
Washington
$16.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$67.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$72.6M
3
RRC
Relaxing Retirement Coach
Massachusetts
$7.72M
4
PIMG
Patriot Investment Management Group
Tennessee
$4.06M
5
Ameriprise
Ameriprise
Minnesota
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Curi Wealth Management
North Carolina
$6.98M +$6.98M +307,125 New
CMP
127
Courage Miller Partners
Virginia
$6.93M -$192K -8,466 -3%
IWC
128
Integrated Wealth Concepts
Massachusetts
$6.91M +$193K +8,475 +3%
TLP
129
Trinity Legacy Partners
Texas
$6.9M +$700K +30,789 +11%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$6.85M -$447K -19,641 -6%
BFG
131
Berger Financial Group
Minnesota
$6.77M +$6.77M +297,837 New
KBFS
132
Kohmann Bosshard Financial Services
Ohio
$6.75M +$41.9K +1,827 +0.6%
TWM
133
Tradition Wealth Management
Minnesota
$6.44M +$6.44M +283,461 New
ATWA
134
Arbor Trust Wealth Advisors
Michigan
$6.39M +$155K +6,819 +2%
CFIA
135
Cantor Fitzgerald Investment Advisors
New York
$6.26M -$412K -18,138 -6%
JIC
136
Johnson Investment Counsel
Ohio
$6.22M +$131K +5,751 +2%
PAG
137
Pinnacle Advisory Group
Maryland
$6.19M -$2.11K -93 -0%
HWA
138
Hilltop Wealth Advisors
North Carolina
$6.11M +$98.9K +4,353 +2%
AIM
139
Anchor Investment Management
South Carolina
$6.05M +$195K +8,592 +3%
CCM
140
Colorado Capital Management
Colorado
$6.05M -$216K -9,471 -3%
APW
141
Aurora Private Wealth
New Jersey
$6.03M +$209K +9,192 +4%
SFMG
142
Sage Financial Management Group
Virginia
$5.97M +$5.97M +262,581 New
DFA
143
DHJJ Financial Advisors
Illinois
$5.71M +$5.71M +251,349 New
EE
144
EWG Elevate
California
$5.63M -$77K -3,387 -1%
FANJ
145
Financial Architects (New Jersey)
New Jersey
$5.58M +$24.7K +1,086 +0.4%
ACWM
146
Adams Chetwood Wealth Management
North Carolina
$5.55M +$153K +6,750 +3%
CA
147
Capital Advantage
California
$5.51M +$717K +31,716 +15%
MCC
148
Money Concepts Capital
Florida
$5.48M +$5.48M +241,098 New
BDF
149
Black Diamond Financial
Maryland
$5.42M +$207K +9,108 +4%
BSW
150
Buckingham Strategic Wealth
Missouri
$5.41M +$5.41M +237,906 New
4 5
6
7 8