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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 %
CCM
251
Coldstream Capital Management
Washington
$1.32M -$127K -7,263 -9%
CA
252
Clearstead Advisors
Ohio
$1.31M -$201K -11,448 -13%
FLPIM
253
F.L. Putnam Investment Management
Massachusetts
$1.31M -$269K -15,360 -17%
CAG
254
Curtis Advisory Group
California
$1.3M +$239K +13,629 +23%
IAN
255
Integrated Advisors Network
Texas
$1.28M +$53.9K +3,072 +4%
IF
256
Ironwood Financial
Arizona
$1.28M -$22.7K -1,293 -2%
MIAN
257
Mariner Independent Advisor Network
Kansas
$1.27M -$478K -27,273 -27%
FBB
258
Fulton Breakefield Broenniman
Maryland
$1.27M -$84.3K -4,809 -6%
MCM
259
MAI Capital Management
Ohio
$1.26M -$351K -20,016 -22%
CIAS
260
Capital Investment Advisory Services
North Carolina
$1.26M -$29.4K -1,677 -2%
SFA
261
Souders Financial Advisors
Ohio
$1.25M -$76.6K -4,365 -6%
PFT
262
Providence First Trust
Arizona
$1.24M -$1.35M -77,169 -52%
BAM
263
Belpointe Asset Management
Nevada
$1.23M +$268K +15,285 +28%
HA
264
Harborview Advisors
Maine
$1.22M +$32.3K +1,845 +3%
FCM
265
Fortis Capital Management
Washington
$1.19M -$155K -8,838 -12%
MWM
266
Meridian Wealth Management
Kentucky
$1.18M -$8.52K -486 -0.7%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$1.14M -$85.3K -4,863 -7%
BC
268
Bartlett & Co
Ohio
$1.14M -$85.3K -4,863 -7%
CF
269
Centaurus Financial
California
$1.14M +$593K +33,825 +108%
CFS
270
CRA Financial Services
New Jersey
$1.13M +$54.5K +3,108 +5%
AL
271
Aspiriant LLC
California
$1.13M -$742K -42,306 -40%
BIA
272
Bigelow Investment Advisors
Maine
$1.12M -$644K -36,681 -37%
FA
273
Fagan Associates
New York
$1.11M -$213K -12,165 -16%
PWMG
274
Prestige Wealth Management Group
New Jersey
$1.1M +$27.4K +1,563 +3%
ECG
275
Edge Capital Group
Georgia
$1.1M +$263 +15 +0%
9 10
11
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