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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 %
BA
201
Bristlecone Advisors
Washington
$1.98M +$7.44K +402 +0.4%
SWM
202
Southern Wealth Management
Texas
$1.97M +$1.49M +80,595 +309%
VA
203
Valmark Advisers
Ohio
$1.96M +$51.9K +2,805 +3%
EH
204
Equitable Holdings
New York
$1.93M +$432K +23,376 +29%
PCMC
205
Private Capital Management (Colorado)
Colorado
$1.92M -$164K -8,889 -8%
JPLA
206
Joseph P. Lucia & Associates
New York
$1.91M -$72.9K -3,942 -4%
SWM
207
Stockman Wealth Management
Montana
$1.9M -$355K -19,200 -16%
CWM
208
Chesapeake Wealth Management
Virginia
$1.89M -$73.3K -3,960 -4%
SWM
209
SeaCrest Wealth Management
New York
$1.89M -$78.9K -4,266 -4%
VCM
210
Vision Capital Management
Oregon
$1.88M -$71.5K -3,864 -4%
JWA
211
JFS Wealth Advisors
Pennsylvania
$1.88M -$72.3K -3,909 -4%
RC
212
Roundview Capital
New Jersey
$1.88M +$222 +12 +0%
ANTB
213
AMG National Trust Bank
Colorado
$1.85M – – –
CHA
214
Carmichael Hill & Associates
Maryland
$1.85M +$1.72K +93 +0.1%
MAS
215
Madden Advisory Services
Florida
$1.8M -$306K -16,524 -14%
CF
216
Centaurus Financial
California
$1.77M +$564K +30,504 +47%
PFA
217
Pinnacle Family Advisors
Missouri
$1.75M +$19.9K +1,077 +1%
FVWA
218
Foster Victor Wealth Advisors
South Carolina
$1.74M +$1.74M +94,014 New
WOSD
219
WFA of San Diego
California
$1.73M -$53.3K -2,883 -3%
BWM
220
BCS Wealth Management
Tennessee
$1.72M -$222 -12 -0%
BC
221
Barnett & Company
Tennessee
$1.67M +$157K +8,475 +10%
LCM
222
Leisure Capital Management
California
$1.66M -$34K -1,836 -2%
PWM
223
Perigon Wealth Management
California
$1.62M +$32.8K +1,776 +2%
BAM
224
Belpointe Asset Management
Nevada
$1.61M +$317K +17,139 +24%
PAMG
225
Patton Albertson Miller Group
Tennessee
$1.61M -$70K -3,783 -4%
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