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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.

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
1
FormulaFolio Investments
Michigan
$152M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$405M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$152M
4
RA
4
Reby Advisors
Connecticut
$39.9M
5
KAS
5
Kestra Advisory Services
Texas
$37.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$72.6M
2
RRC
2
Relaxing Retirement Coach
Massachusetts
$7.72M
3
PIMG
3
Patriot Investment Management Group
Tennessee
$4.06M
4
Ameriprise
4
Ameriprise
Minnesota
$104M
5
LFA
5
Lighthouse Financial Advisors
Maryland
$32.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$405M 5,930,109 +1,069,254 +22%
Creative Planning
2
Creative Planning
Kansas
$382M 5,608,322 +28,515 +0.5%
FI
3
FormulaFolio Investments
Michigan
$152M 2,223,481 +1,196,917 +117%
HighTower Advisors
4
HighTower Advisors
Illinois
$152M 2,224,705 +699,084 +46%
SWM
5
SVA Wealth Management
Wisconsin
$116M 1,703,037 -29,853 -2%
UBS Group
6
UBS Group
Switzerland
$115M 1,679,403 +77,737 +5%
Ameriprise
7
Ameriprise
Minnesota
$104M 1,529,375 -87,676 -5%
PCIA
8
Prime Capital Investment Advisors
Kansas
$98.3M 1,441,545 +203,130 +16%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$85.7M 1,256,854 +48,475 +4%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$78.1M 1,145,482 +15,988 +1%
BBA
11
BLB&B Advisors
Pennsylvania
$76.3M 1,119,020 +97,166 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$72.6M 1,065,424 -120,494 -10%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
– – – –
JFG
14
JMG Financial Group
Illinois
$60M 879,372 -25,345 -3%
OIA
15
OneDigital Investment Advisors
Kansas
$55.8M 818,461 -302 -0%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$54.7M 801,968 +104,994 +15%
ISG
17
Investment Security Group
Colorado
$53.1M 778,384 +10,566 +1%
FMT
18
First Mercantile Trust
Tennessee
$51.7M 759,837 +11,026 +1%
BJ
19
Brouwer & Janachowski
California
$46.8M 686,110 -9,604 -1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$45.3M 637,255 +1,710 +0.3%
RM
21
Resource Management
Louisiana
$44.7M 655,144 +56,709 +9%
PFM
22
Parsec Financial Management
North Carolina
$44.3M 649,839 -26,896 -4%
HSA
23
HBK Sorce Advisory
Pennsylvania
$42.6M 624,157 -78,138 -11%
AWS
24
AJ Wealth Strategies
New York
$41.3M 605,260 +25,420 +4%
RA
25
Reby Advisors
Connecticut
$39.9M 585,414 +585,414 New
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