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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 %
DP
326
DDD Partners
Washington
$621K +$65.1K +4,638 +12%
FPCG
327
Fort Pitt Capital Group
Pennsylvania
$608K -$569K -40,488 -48%
CWS
328
Cypress Wealth Services
California
$607K -$251K -17,865 -29%
SCA
329
Strategic Capital Advisers
Colorado
$607K -$7.8K -555 -1%
VC
330
Vicus Capital
Pennsylvania
$606K -$11.9K -849 -2%
VCM
331
Vivaldi Capital Management
Illinois
$596K +$1.6K +114 +0.3%
LWMM
332
Legacy Wealth Management (Mississippi)
Mississippi
$590K -$759K -54,000 -56%
FWM
333
Frontier Wealth Management
Missouri
$586K +$124K +8,805 +27%
CMO
334
Covenant Multifamily Offices
Texas
$576K -$506K -35,997 -47%
ACA
335
Ascension Capital Advisors
Texas
$575K -$910K -64,773 -61%
BPM
336
Bowling Portfolio Management
Ohio
$573K -$4.13K -294 -0.7%
SIC
337
Sigma Investment Counselors
Michigan
$572K +$34.7K +2,466 +6%
CM
338
Columbus Macro
Pennsylvania
$558K -$44.9K -3,195 -7%
PWA
339
Peterson Wealth Advisors
Utah
$558K +$558K +39,702 New
SFWA
340
Summit Financial Wealth Advisors
Louisiana
$552K -$52.6K -3,741 -9%
PGAM
341
Princeton Global Asset Management
New Jersey
$547K +$21.4K +1,524 +4%
IIC
342
Integrated Investment Consultants
Michigan
$544K -$211K -15,000 -28%
PFS
343
Prospera Financial Services
Texas
$532K +$77.1K +5,481 +17%
AC
344
Abbrea Capital
California
$529K -$76.6K -5,445 -13%
FC
345
Ferris Capital
Massachusetts
$521K -$144K -10,269 -22%
PWMAG
346
Pinnacle Wealth Management Advisory Group
New Jersey
$521K -$10.1K -720 -2%
VVP
347
Venture Visionary Partners
Ohio
$514K -$11.6K -828 -2%
BFA
348
Beaumont Financial Advisors
Massachusetts
$514K +$514K +36,573 New
PFBT
349
Parkside Financial Bank & Trust
Missouri
$513K – – –
Lido Advisors
350
Lido Advisors
California
$508K +$84.6K +6,018 +20%
12 13
14
15 16