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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.

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
FI
2
FormulaFolio Investments
Michigan
$57M
3
CCFM
3
Clear Creek Financial Management
Washington
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$0
5
BCA
5
Biltmore Capital Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$310M 5,579,807 -8,332 -0.1%
Financial Engines Advisors
2
Financial Engines Advisors
California
$270M 4,860,855 +979,313 +25%
SWM
3
SVA Wealth Management
Wisconsin
$96.1M 1,732,890 +15,396 +0.9%
Ameriprise
4
Ameriprise
Minnesota
$89.8M 1,617,051 +23,008 +1%
UBS Group
5
UBS Group
Switzerland
$88.9M 1,601,666 +102,038 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$84.6M 1,525,621 +21,672 +1%
PCIA
7
Prime Capital Investment Advisors
Kansas
$68.7M 1,238,415 -18,098 -1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$67M 1,208,379 -20,892 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$65.8M 1,185,918 +373,350 +46%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$62.7M 1,129,494 +15,673 +1%
FI
11
FormulaFolio Investments
Michigan
$57M 1,026,564 -305,733 -23%
BBA
12
BLB&B Advisors
Pennsylvania
$56.7M 1,021,854 +59,204 +6%
JFG
13
JMG Financial Group
Illinois
$50.2M 904,717 +10,477 +1%
FMT
14
First Mercantile Trust
Tennessee
$46.1M 748,811 -27,550 -4%
OIA
15
OneDigital Investment Advisors
Kansas
$45.4M 818,763 +45,352 +6%
ISG
16
Investment Security Group
Colorado
$43.2M 767,818 +7,690 +1%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
– – – –
HSA
18
HBK Sorce Advisory
Pennsylvania
$39M 702,295 -463,901 -40%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$38.7M 696,974 +60,554 +10%
BJ
20
Brouwer & Janachowski
California
$38.6M 695,714 -3,542 -0.5%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$37.9M 635,545 -659 -0.1%
PFM
22
Parsec Financial Management
North Carolina
$37.5M 676,735 -20,445 -3%
RM
23
Resource Management
Louisiana
$33.2M 598,435 +24,446 +4%
AWS
24
AJ Wealth Strategies
New York
$32.2M 579,840 +74,557 +15%
LFA
25
Lighthouse Financial Advisors
Maryland
$31.3M 564,404 +5,918 +1%
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