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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 %
AA
251
Alesco Advisors
New York
$1.07M -$489K -34,794 -31%
EH
252
Equitable Holdings
New York
$1.07M -$372K -26,451 -26%
JPMPWA
253
J.P. Morgan Private Wealth Advisors
California
$1.07M -$16.9K -1,200 -2%
SFA
254
Souders Financial Advisors
Ohio
$1.06M +$1.06M +75,735 New
FA
255
Fagan Associates
New York
$1.06M -$869K -61,836 -45%
SWA
256
Sutton Wealth Advisors
Florida
$1.05M -$122K -8,712 -10%
KIA
257
KCM Investment Advisors
California
$1.05M -$285K -20,277 -21%
IF
258
Ironwood Financial
Arizona
$1.04M -$740K -52,644 -42%
Jane Street
259
Jane Street
New York
$1.04M -$3.14M -223,623 -75%
3C
260
361 Capital
Colorado
$1.03M -$243K -17,325 -19%
CIAS
261
Capital Investment Advisory Services
North Carolina
$1.03M +$967K +68,832 +1,544%
AIA
262
Armor Investment Advisors
North Carolina
$1.03M +$95.5K +6,795 +10%
BC
263
Brio Consultants
California
$1.01M -$37.9K -2,694 -4%
CWP
264
Capital Wealth Planning
Florida
$1.01M -$40.3K -2,868 -4%
IAN
265
Integrated Advisors Network
Texas
$986K +$166K +11,817 +20%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$984K -$142K -10,095 -13%
BC
267
Bartlett & Co
Ohio
$984K +$984K +70,032 New
GHA
268
GW Henssler & Associates
Georgia
$970K -$55.8K -3,966 -5%
GVAG
269
Great Valley Advisor Group
Delaware
$970K -$21.5K -1,530 -2%
HI
270
Human Investing
Oregon
$968K +$145K +10,317 +18%
HA
271
Harborview Advisors
Maine
$954K -$10.5K -744 -1%
MWM
272
Meridian Wealth Management
Kentucky
$949K -$44.3K -3,156 -4%
MA
273
MUFG Americas
New York
$943K -$63.2K -4,500 -6%
TRCT
274
Tower Research Capital (TRC)
New York
$933K +$190K +13,560 +26%
OCPWS
275
One Charles Private Wealth Services
Massachusetts
$911K -$53K -3,774 -6%
9 10
11
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