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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 %
SMC
301
Smith, Moore & Co
Missouri
$868K -$20.8K -1,188 -2%
CG
302
Colony Group
Massachusetts
$864K -$44.1K -2,514 -5%
SSWM
303
Sheets Smith Wealth Management
North Carolina
$861K -$996K -56,811 -54%
SFG
304
StrategIQ Financial Group
Indiana
$861K -$37.6K -2,145 -4%
NRI
305
NFP Retirement Inc
California
$861K +$360K +20,523 +72%
ACP
306
Arcus Capital Partners
Georgia
$853K -$61.8K -3,525 -7%
AGA
307
Arkos Global Advisors
Texas
$852K -$208K -11,850 -20%
FAAS
308
First Allied Advisory Services
California
$837K -$31.7K -1,809 -4%
MCM
309
Mitchell Capital Management
Kansas
$836K -$39.2K -2,232 -4%
LB
310
Legacy Bridge
Iowa
$825K -$1.63K -93 -0.2%
CA
311
Cambridge Advisors
Nebraska
$820K -$84.9K -4,839 -9%
SAM
312
S.A. Mason
Michigan
$817K -$52.1K -2,970 -6%
MS
313
Madden Securities
Texas
$814K +$814K +46,404 New
PLFAM
314
Pineno Levin & Ford Asset Management
Virginia
$812K +$15.1K +861 +2%
TAM
315
Townsend Asset Management
North Carolina
$802K -$152K -8,676 -16%
BW
316
Bison Wealth
Georgia
$796K -$129K -7,362 -14%
BWM
317
Benchmark Wealth Management
Connecticut
$793K – – –
BWL
318
Bogart Wealth LLC
Virginia
$792K -$210K -12,006 -21%
OCM
319
One Capital Management
California
$778K -$243K -13,845 -24%
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$765K +$144K +8,199 +23%
IAP
321
Indie Asset Partners
Indiana
$742K -$1.93M -101,085 -72%
AC
322
Abbrea Capital
California
$740K +$80.5K +4,590 +12%
LWMM
323
Legacy Wealth Management (Mississippi)
Mississippi
$737K – – –
PWMAG
324
Pinnacle Wealth Management Advisory Group
New Jersey
$727K +$76.6K +4,371 +12%
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$727K +$315K +17,946 +76%
11 12
13
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