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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.

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 %
SFWC
151
Strategic Family Wealth Counselors
New Jersey
$5.31M +$350K +15,414 +7%
MIS
152
Morningstar Investment Services
Illinois
$5.24M -$399K -17,556 -7%
SWM
153
Sculati Wealth Management
Michigan
$5.19M -$13.6K -597 -0.3%
DCM
154
DeGreen Capital Management
Arizona
$4.96M +$1.55M +51,252 +46%
BP
155
Broadleaf Partners
Ohio
$4.95M +$53.3K +2,343 +1%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$4.94M +$272K +11,973 +6%
WMG
157
WESCAP Management Group
California
$4.79M -$202K -8,901 -4%
JWBC
158
John W. Brooker & Co
California
$4.78M +$640K +28,155 +15%
GCA
159
Gradient Capital Advisors
California
$4.76M +$58K +2,553 +1%
EFG
160
Everhart Financial Group
Ohio
$4.72M +$4.72M +207,513 New
AFP
161
Ausdal Financial Partners
Iowa
$4.69M +$754K +33,156 +19%
TYCC
162
Texas Yale Capital Corp
Florida
$4.64M +$114K +5,034 +3%
WTC
163
WhitTier Trust Company
Nevada
$4.59M +$51.4K +2,262 +1%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$4.55M +$210K +9,246 +5%
APSP
165
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.49M -$382K -16,812 -8%
PFA
166
Pure Financial Advisors
California
$4.43M -$519K -22,830 -10%
GPFA
167
Game Plan Financial Advisors
Ohio
$4.29M +$146K +6,399 +4%
SIA
168
SkyView Investment Advisors
New Jersey
$4.28M +$4.28M +188,130 New
TFS
169
TrustCore Financial Services
Tennessee
$4.22M -$179K -7,896 -4%
KCPG
170
Kavar Capital Partners Group
Kansas
$4.13M +$84.5K +3,720 +2%
JWS
171
Juncture Wealth Strategies
Arizona
$4.09M -$775K -34,089 -16%
QAM
172
QCI Asset Management
New York
$4.09M -$73.8K -3,246 -2%
PIMG
173
Patriot Investment Management Group
Tennessee
$4.06M -$7.59M -334,080 -65%
CCM
174
Ciovacco Capital Management
Georgia
$4.04M +$4.04M +177,735 New
Stifel Financial
175
Stifel Financial
Missouri
$4.02M +$629K +27,666 +19%
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