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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

581 hedge funds and large institutions have $3.26B invested in Schwab US Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 199 increasing their positions, 283 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-6
Holders Change %
-1.02%
% of All Funds
11.94%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.5%
New
46
Increased
199
Reduced
283
Closed
51
Calls
$400K
Puts
–
Net Calls
+$400K
Net Calls Change
+$401K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$45.9M
2
Ameriprise
Ameriprise
Minnesota
+$39.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$37.6M
4
AWS
AJ Wealth Strategies
New York
+$25.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$17.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$175M
2
SS
Sunbelt Securities
Texas
-$162M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$26.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.6M
5
CCM
CWH Capital Management
Washington
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
226
Ballast Advisors
Minnesota
$1.77M -$223K -12,717 -11%
ANTB
227
AMG National Trust Bank
Colorado
$1.76M +$1.76M +100,257 New
CHA
228
Carmichael Hill & Associates
Maryland
$1.75M -$53.1K -3,027 -3%
WOSD
229
WFA of San Diego
California
$1.7M +$1.7M +96,693 New
PFA
230
Pinnacle Family Advisors
Missouri
$1.64M +$1.09M +62,430 +202%
BWM
231
BCS Wealth Management
Tennessee
$1.63M +$53.8K +3,066 +3%
IWP
232
IAG Wealth Partners
Wisconsin
$1.63M -$3.39M -193,128 -68%
LCM
233
Leisure Capital Management
California
$1.61M -$353K -20,145 -18%
PAMG
234
Patton Albertson Miller Group
Tennessee
$1.59M -$55.2K -3,147 -3%
AIC
235
Ameritas Investment Company
Nebraska
$1.52M +$443K +25,272 +41%
PWA
236
Peterson Wealth Advisors
Utah
$1.51M +$811K +46,227 +116%
PWM
237
Perigon Wealth Management
California
$1.51M +$54.8K +3,126 +4%
AMM
238
American Money Management
California
$1.48M +$466K +26,562 +46%
H
239
HoyleCohen
California
$1.46M +$29.1K +1,659 +2%
3C
240
361 Capital
Colorado
$1.45M +$165K +9,402 +13%
BC
241
Barnett & Company
Tennessee
$1.44M -$356K -20,304 -20%
FC
242
FCA Corp
Texas
$1.43M -$98.8K -5,631 -6%
EH
243
Equitable Holdings
New York
$1.42M +$89.2K +5,088 +7%
HA
244
HC Advisors
Georgia
$1.42M +$1.42M +80,748 New
KTC
245
Kistler-Tiffany Companies
Pennsylvania
$1.37M -$298K -17,010 -18%
SFP
246
Strategic Financial Planning
Texas
$1.36M -$193K -11,001 -12%
BL
247
BFSG LLC
California
$1.35M -$27.2K -1,548 -2%
AIA
248
Armor Investment Advisors
North Carolina
$1.34M +$58.7K +3,345 +5%
SWA
249
Sutton Wealth Advisors
Florida
$1.34M +$24.9K +1,422 +2%
AWM
250
Avior Wealth Management
Nebraska
$1.32M -$268K -15,300 -17%
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