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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
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 %
GPFA
151
Game Plan Financial Advisors
Ohio
$3.36M +$3.36M +181,716 New
KCPG
152
Kavar Capital Partners Group
Kansas
$3.29M +$37.2K +2,013 +1%
AFP
153
Ausdal Financial Partners
Iowa
$3.2M +$921K +49,824 +40%
SAM
154
Smithbridge Asset Management
Pennsylvania
$3.14M -$568K -30,687 -15%
SPA
155
Sentinel Pension Advisors
Massachusetts
$3.03M +$178K +9,648 +6%
EW
156
Element Wealth
Mississippi
$3.02M -$302K -16,335 -9%
AWA
157
Acorn Wealth Advisors
Michigan
$3.01M -$78.7K -4,254 -3%
NWS
158
Newport Wealth Strategies
California
$2.97M +$290K +15,501 +11%
B
159
Brightworth
Georgia
$2.96M -$394K -21,288 -12%
BAMG
160
Brand Asset Management Group
Missouri
$2.94M +$45.1K +2,439 +2%
GCP
161
Gill Capital Partners
Colorado
$2.94M -$92.3K -4,989 -3%
Bank of America
162
Bank of America
North Carolina
$2.93M -$73.5K -3,975 -2%
PWA
163
Providence Wealth Advisors
Illinois
$2.86M +$21.8K +1,176 +0.8%
SBL
164
Sargent Bickham Lagudis
Colorado
$2.85M -$94.9K -5,130 -3%
AI
165
Atria Investments
North Carolina
$2.83M -$644K -34,845 -19%
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$2.77M -$28.2K -1,524 -1%
Stifel Financial
167
Stifel Financial
Missouri
$2.76M +$588K +31,782 +27%
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$2.73M -$343K -18,531 -11%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.71M +$13.8K +744 +0.5%
SS
170
Sunbelt Securities
Texas
$2.7M +$2.7M +137,112 New
ABC
171
Associated Banc-Corp
Wisconsin
$2.7M +$49.3K +2,667 +2%
AOWM
172
Alpha Omega Wealth Management
Virginia
$2.63M +$21.1K +1,140 +0.8%
BBPWM
173
Blue Bell Private Wealth Management
Pennsylvania
$2.61M -$51.5K -2,787 -2%
FC
174
Forte Capital
New York
$2.61M +$18.4K +996 +0.7%
YIA
175
YHB Investment Advisors
Connecticut
$2.59M +$2.59M +139,878 New
5 6
7
8 9