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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
+$81.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$73M
3
HighTower Advisors
HighTower Advisors
Illinois
+$47.6M
4
KAS
Kestra Advisory Services
Texas
+$34.1M
5
CCFM
Clear Creek Financial Management
Washington
+$16.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$39.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.22M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$7.74M
4
PIMG
Patriot Investment Management Group
Tennessee
-$7.59M
5
Ameriprise
Ameriprise
Minnesota
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$3.88M +$830K +36,504 +27%
SAM
177
Smithbridge Asset Management
Pennsylvania
$3.87M +$17.5K +771 +0.5%
SPA
178
Sentinel Pension Advisors
Massachusetts
$3.81M +$83.3K +3,666 +2%
CWA
179
Carolina Wealth Advisors
South Carolina
$3.8M -$1.11M -48,693 -23%
B
180
Brightworth
Georgia
$3.62M -$20.3K -894 -0.6%
GCP
181
Gill Capital Partners
Colorado
$3.6M -$9.48K -417 -0.3%
SS
182
Sunbelt Securities
Texas
$3.57M +$456K +20,043 +15%
PWA
183
Providence Wealth Advisors
Illinois
$3.54M +$26.3K +1,158 +0.7%
BAM
184
Berkshire Asset Management
Pennsylvania
$3.51M +$585K +25,758 +20%
LBC
185
Lowe Brockenbrough & Co
Virginia
$3.48M +$422K +18,585 +14%
EW
186
Element Wealth
Mississippi
$3.47M -$243K -10,710 -7%
Bank of America
187
Bank of America
North Carolina
$3.45M -$152K -6,684 -4%
AI
188
Atria Investments
North Carolina
$3.43M -$50.2K -2,208 -1%
AWA
189
Acorn Wealth Advisors
Michigan
$3.42M -$280K -12,324 -8%
VFIC
190
Valley Forge Investment Consultants
Pennsylvania
$3.41M +$3.41M +150,012 New
WSTAM
191
Wilbanks Smith & Thomas Asset Management
Virginia
$3.4M -$5.52K -243 -0.2%
SDWMA
192
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.38M +$51.5K +2,268 +2%
YIA
193
YHB Investment Advisors
Connecticut
$3.34M +$160K +7,020 +5%
ABC
194
Associated Banc-Corp
Wisconsin
$3.32M +$5.05K +222 +0.2%
AOWM
195
Alpha Omega Wealth Management
Virginia
$3.28M +$55.8K +2,457 +2%
BAMG
196
Brand Asset Management Group
Missouri
$3.26M -$358K -15,774 -10%
FC
197
Forte Capital
New York
$3.25M +$52.1K +2,292 +2%
SBL
198
Sargent Bickham Lagudis
Colorado
$3.23M -$270K -11,871 -8%
UFA
199
US Financial Advisors
Massachusetts
$3.19M +$3.19M +140,457 New
Royal Bank of Canada
200
Royal Bank of Canada
Ontario, Canada
$3.19M -$162K -7,125 -5%
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