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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 %
BIA
276
Barry Investment Advisors
Massachusetts
$1.08M -$29.7K -1,692 -3%
DW
277
Domani Wealth
Pennsylvania
$1.08M -$5.84K -333 -0.5%
FAG
278
Financial Advisory Group
Texas
$1.08M -$4.84K -276 -0.4%
VCM
279
Vivaldi Capital Management
Illinois
$1.07M +$257K +13,443 +32%
GHA
280
GW Henssler & Associates
Georgia
$1.06M -$148K -8,424 -12%
SPP
281
Single Point Partners
Massachusetts
$1.06M +$473K +27,003 +80%
SWA
282
Stratos Wealth Advisors
Ohio
$1.05M +$129K +7,341 +14%
HI
283
Hudock Inc
Pennsylvania
$1.05M -$1.04M -59,484 -50%
AA
284
Alesco Advisors
New York
$1.04M -$302K -17,202 -23%
IFS
285
Ifrah Financial Services
Arkansas
$1.04M +$62K +3,534 +6%
GVAG
286
Great Valley Advisor Group
Delaware
$1.03M -$180K -10,263 -15%
AFG
287
Arkansas Financial Group
Arkansas
$1.01M +$8.83K +504 +0.9%
HI
288
Human Investing
Oregon
$1M -$205K -11,706 -17%
PA
289
Pinnacle Associates
New York
$997K +$169K +9,636 +20%
ML
290
McAdam LLC
Pennsylvania
$990K -$41.6K -2,370 -4%
SAM
291
Sawgrass Asset Management
Florida
$974K – – –
PCM
292
Parsons Capital Management
Rhode Island
$960K -$7.95K -453 -0.8%
KWM
293
Kingsview Wealth Management
Oregon
$956K -$22.6K -1,287 -2%
QCG
294
Quadrant Capital Group
Ohio
$953K +$363K +20,715 +62%
Lazard Asset Management
295
Lazard Asset Management
New York
$940K +$940K +53,604 New
CCWA
296
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$912K +$912K +51,996 New
LJAC
297
L.J. Altfest & Co
New York
$900K -$79.2K -4,515 -8%
AG
298
Appleton Group
Wisconsin
$894K +$67.4K +3,843 +8%
SLT
299
St Louis Trust
Missouri
$876K +$876K +49,965 New
CS
300
Comerica Securities
Michigan
$872K -$73.3K -4,176 -8%
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