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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 %
KAS
176
Kestra Advisory Services
Texas
$2.55M +$2.55M +144,507 New
RDWM
177
Red Door Wealth Management
Tennessee
$2.53M -$55.3K -2,985 -2%
AFG
178
Albion Financial Group
Utah
$2.51M -$85.8K -4,641 -3%
LBC
179
Lowe Brockenbrough & Co
Virginia
$2.49M -$122K -6,615 -5%
SFA
180
Sequoia Financial Advisors
Ohio
$2.48M -$22.4K -1,209 -0.9%
AF
181
Advisornet Financial
Minnesota
$2.48M +$136K +7,356 +6%
CCM
182
Condor Capital Management
New Jersey
$2.41M -$164K -8,853 -6%
YWP
183
YorkBridge Wealth Partners
New York
$2.4M +$70.7K +3,822 +3%
RWA
184
River Wealth Advisors
Pennsylvania
$2.39M -$49.2K -2,661 -2%
BAM
185
Berkshire Asset Management
Pennsylvania
$2.38M -$3.23M -174,498 -58%
ACA
186
Atlas Capital Advisors
Wyoming
$2.36M -$58.4K -3,159 -2%
MCM
187
Mengis Capital Management
Oregon
$2.36M -$18.2K -984 -0.8%
PA
188
Paracle Advisors
Washington
$2.35M – – –
CFA
189
Cahill Financial Advisors
Minnesota
$2.35M +$138K +7,464 +6%
SHJ
190
Sharkey, Howes & Javer
Colorado
$2.3M -$172K -9,300 -7%
MG
191
Mather Group
Illinois
$2.27M +$2.27M +122,703 New
FHB
192
First Hawaiian Bank
Hawaii
$2.26M – – –
ISWM
193
Independent Solutions Wealth Management
New York
$2.12M -$461K -24,939 -18%
EFSCE
194
Enterprise Financial Services Corp (EFSC)
Missouri
$2.1M -$181K -9,780 -8%
DCM
195
DeGreen Capital Management
Arizona
$2.08M -$16.3K -882 -0.8%
IWMA
196
Ironwood Wealth Management (Arizona)
Arizona
$2.07M – – –
WIC
197
Whitegate Investment Counselors
New Hampshire
$2.06M +$37.6K +2,034 +2%
LWAC
198
Laurel Wealth Advisors (California)
California
$2.06M -$184K -9,933 -8%
HB
199
Homrich & Berg
Georgia
$2.03M -$23.9K -1,293 -1%
CA
200
Cetera Advisors
Colorado
$2.01M -$37.7K -2,040 -2%
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