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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 %
AF
276
Advisornet Financial
Minnesota
$903K +$8.98K +639 +1%
BIA
277
Barry Investment Advisors
Massachusetts
$888K +$3.37K +240 +0.4%
PCM
278
Pennsylvania Capital Management
Pennsylvania
$888K +$39K +2,997 +5%
ECG
279
Edge Capital Group
Georgia
$879K +$337 +24 +0%
DW
280
Domani Wealth
Pennsylvania
$869K -$633K -45,036 -42%
FAG
281
Financial Advisory Group
Texas
$867K -$147K -10,431 -14%
CFS
282
CRA Financial Services
New Jersey
$862K +$66.1K +4,707 +8%
AIC
283
Ameritas Investment Company
Nebraska
$862K +$629K +44,958 +270%
PWMG
284
Prestige Wealth Management Group
New Jersey
$861K -$59.9K -4,263 -7%
CAG
285
Curtis Advisory Group
California
$851K -$169K -12,045 -17%
SP
286
SWS Partners
Ohio
$849K +$849K +60,405 New
AGA
287
Arkos Global Advisors
Texas
$849K +$849K +60,405 New
ML
288
McAdam LLC
Pennsylvania
$827K +$61.5K +4,374 +8%
OCM
289
One Capital Management
California
$818K -$126K -8,985 -13%
AMM
290
American Money Management
California
$810K -$2.23K -159 -0.3%
AFG
291
Arkansas Financial Group
Arkansas
$805K +$21.7K +1,548 +3%
BWL
292
Bogart Wealth LLC
Virginia
$804K +$74.6K +5,304 +10%
WCM
293
Wisconsin Capital Management
Wisconsin
$794K – – –
PWSG
294
Pacific Wealth Strategies Group
California
$793K -$677K -48,183 -46%
LJAC
295
L.J. Altfest & Co
New York
$785K +$4.85K +345 +0.6%
KWM
296
Kingsview Wealth Management
Oregon
$784K +$56.4K +4,011 +8%
SAM
297
Sawgrass Asset Management
Florida
$781K +$264K +18,810 +51%
IFS
298
Ifrah Financial Services
Arkansas
$779K -$4.26K -303 -0.5%
PCM
299
Parsons Capital Management
Rhode Island
$775K +$10.5K +747 +1%
BAM
300
Belpointe Asset Management
Nevada
$770K -$333K -23,655 -30%
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