SCHM icon

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 %
SWM
301
Southern Wealth Management
Texas
$770K +$143K +10,191 +23%
Royal Bank of Canada
302
Royal Bank of Canada
Ontario, Canada
$768K -$9.48M -674,412 -93%
TAM
303
Townsend Asset Management
North Carolina
$764K -$3.71K -264 -0.5%
CS
304
Comerica Securities
Michigan
$757K +$120K +8,550 +19%
PAM
305
Peak Asset Management
Colorado
$750K -$158K -11,265 -17%
BW
306
Bison Wealth
Georgia
$741K -$915K -65,124 -55%
SWA
307
Stratos Wealth Advisors
Ohio
$735K -$38K -2,703 -5%
ACP
308
Arcus Capital Partners
Georgia
$733K -$37.1K -2,640 -5%
CG
309
Colony Group
Massachusetts
$728K -$76.7K -5,457 -10%
CA
310
Cambridge Advisors
Nebraska
$725K +$21.1K +1,503 +3%
SFG
311
StrategIQ Financial Group
Indiana
$720K -$3.16K -225 -0.4%
SMC
312
Smith, Moore & Co
Missouri
$712K -$23.4K -1,665 -3%
MCM
313
Mitchell Capital Management
Kansas
$701K -$67.3K -4,788 -9%
TI
314
Trexquant Investment
Connecticut
$699K +$699K +49,728 New
SAM
315
S.A. Mason
Michigan
$696K -$219K -15,591 -24%
FAAS
316
First Allied Advisory Services
California
$696K -$44.5K -3,165 -6%
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
$691K +$89K +6,330 +15%
VWA
318
Visionary Wealth Advisors
Illinois
$682K +$335K +23,847 +96%
FFBTD
319
First Financial Bank - Trust Division
Ohio
$678K – – –
MF
320
Manchester Financial
California
$673K -$19.8M -1,408,005 -97%
PA
321
Pinnacle Associates
New York
$664K +$27K +1,920 +4%
LB
322
Legacy Bridge
Iowa
$663K -$44.5K -3,168 -6%
AG
323
Appleton Group
Wisconsin
$662K +$47.3K +3,369 +8%
PLFAM
324
Pineno Levin & Ford Asset Management
Virginia
$639K -$7.38K -525 -1%
BWM
325
Benchmark Wealth Management
Connecticut
$635K -$45.5K -3,237 -7%
11 12
13
14 15