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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

587 hedge funds and large institutions have $2.64B invested in Schwab US Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 239 increasing their positions, 262 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-36
Holders Change %
-5.78%
% of All Funds
12.97%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.55%
New
47
Increased
239
Reduced
262
Closed
75
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
+$48.1M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$216M
2
SS
Sunbelt Securities
Texas
+$160M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$24.2M
5
AA
Advisory Alpha
Michigan
+$14M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42.9M
2
SWA
SFMG Wealth Advisors
Texas
-$33.9M
3
MF
Manchester Financial
California
-$19.8M
4
FMP
Financial Management Professionals
Texas
-$19.8M
5
FI
FormulaFolio Investments
Michigan
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
226
Thoroughbred Financial Services
Tennessee
$1.37M -$217K -15,462 -14%
AWM
227
Argent Wealth Management
Massachusetts
$1.35M -$148K -10,548 -10%
MIAN
228
Mariner Independent Advisor Network
Kansas
$1.34M -$192K -14,340 -13%
GPFA
229
Game Plan Financial Advisors
Ohio
$1.32M -$17.2K -1,236 -1%
PAMG
230
Patton Albertson Miller Group
Tennessee
$1.32M -$34.3K -2,439 -3%
MCM
231
MAI Capital Management
Ohio
$1.29M -$334K -23,745 -21%
AWM
232
Avior Wealth Management
Nebraska
$1.28M -$243K -17,295 -16%
PWM
233
Perigon Wealth Management
California
$1.27M -$250K -16,224 -16%
FLPIM
234
F.L. Putnam Investment Management
Massachusetts
$1.27M -$297K -21,120 -19%
BWM
235
BCS Wealth Management
Tennessee
$1.27M +$78.1K +5,559 +7%
SFP
236
Strategic Financial Planning
Texas
$1.25M -$85.2K -6,060 -6%
FC
237
FCA Corp
Texas
$1.23M +$2.45K +174 +0.2%
CA
238
Clearstead Advisors
Ohio
$1.21M +$821K +58,413 +209%
HA
239
Harfst & Associates
Wyoming
$1.19M -$215K -15,327 -15%
CCM
240
Coldstream Capital Management
Washington
$1.16M +$866K +61,644 +295%
VA
241
Valmark Advisers
Ohio
$1.16M +$115K +8,166 +11%
AWS
242
AJ Wealth Strategies
New York
$1.15M -$8.74M -621,786 -88%
H
243
HoyleCohen
California
$1.14M -$31.6K -2,247 -3%
Truist Financial
244
Truist Financial
North Carolina
$1.14M +$263K +18,738 +30%
BL
245
BFSG LLC
California
$1.1M +$751K +53,415 +213%
MA
246
MCF Advisors
Kentucky
$1.09M -$2.54M -180,594 -70%
GIA
247
Gladstone Institutional Advisory
Florida
$1.09M +$49.7K +3,537 +5%
BC
248
Burleson & Co
California
$1.08M -$1.45M -88,230 -57%
FBB
249
Fulton Breakefield Broenniman
Maryland
$1.08M -$143K -10,185 -12%
FCM
250
Fortis Capital Management
Washington
$1.07M +$165K +11,769 +18%
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