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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 %
YWP
201
YorkBridge Wealth Partners
New York
$3.17M +$222K +9,759 +8%
BBPWM
202
Blue Bell Private Wealth Management
Pennsylvania
$3.17M -$39.5K -1,734 -1%
HB
203
Homrich & Berg
Georgia
$3.17M +$678K +29,850 +27%
SFA
204
Sequoia Financial Advisors
Ohio
$3.11M +$56.2K +2,472 +2%
RDWM
205
Red Door Wealth Management
Tennessee
$3.1M -$7.3K -321 -0.2%
RC
206
Roundview Capital
New Jersey
$3.08M +$775K +34,125 +34%
ACA
207
Atlas Capital Advisors
Wyoming
$3.08M +$178K +7,824 +6%
MSFS
208
Main Street Financial Solutions
Pennsylvania
$2.98M +$2.98M +131,046 New
AFG
209
Albion Financial Group
Utah
$2.97M -$107K -4,701 -3%
MAM
210
McCarthy Asset Management
California
$2.97M +$2.97M +130,740 New
NWS
211
Newport Wealth Strategies
California
$2.94M – – –
NYLIM
212
New York Life Investment Management
New York
$2.89M +$1.47M +64,539 +103%
RWA
213
River Wealth Advisors
Pennsylvania
$2.89M -$47.4K -2,085 -2%
MG
214
Mather Group
Illinois
$2.89M +$101K +4,434 +4%
CFO
215
Collective Family Office
Pennsylvania
$2.88M +$2.88M +126,573 New
PA
216
Paracle Advisors
Washington
$2.87M -$11.2K -495 -0.4%
MCM
217
Mengis Capital Management
Oregon
$2.86M -$38.4K -1,689 -1%
CFA
218
Cahill Financial Advisors
Minnesota
$2.85M -$39.2K -1,725 -1%
WW
219
Waterfront Wealth
Kansas
$2.78M +$2.78M +122,253 New
FHB
220
First Hawaiian Bank
Hawaii
$2.78M – – –
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$2.73M +$2.07M +91,215 +316%
SHJ
222
Sharkey, Howes & Javer
Colorado
$2.7M -$127K -5,604 -5%
CF
223
Centaurus Financial
California
$2.67M +$497K +21,849 +23%
KP
224
Keel Point
Alabama
$2.64M +$2.64M +115,965 New
AIC
225
Ameritas Investment Company
Nebraska
$2.56M +$580K +25,533 +29%
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