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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 %
ACA
326
Ascension Capital Advisors
Texas
$726K +$7.89K +450 +1%
BPM
327
Bowling Portfolio Management
Ohio
$725K +$8.95K +510 +1%
MA
328
MUFG Americas
New York
$710K -$467K -26,640 -40%
LF
329
LifeSteps Financial
California
$698K +$181K +10,335 +35%
RIM
330
Rockbridge Investment Management
New York
$693K +$693K +39,516 New
SFWA
331
Summit Financial Wealth Advisors
Louisiana
$690K – – –
TRCT
332
Tower Research Capital (TRC)
New York
$686K -$480K -27,342 -41%
WCM
333
Wisconsin Capital Management
Wisconsin
$684K -$307K -17,517 -31%
CIR
334
Clear Investment Research
Georgia
$676K +$102K +5,832 +18%
TC
335
Tatro Capital
Kentucky
$671K +$671K +38,244 New
WA
336
WBH Advisory
Maryland
$658K +$3.68K +210 +0.6%
CM
337
Columbus Macro
Pennsylvania
$657K -$39K -2,226 -6%
PG
338
Prostatis Group
Maryland
$649K +$275K +15,681 +74%
FPCG
339
Fort Pitt Capital Group
Pennsylvania
$646K -$112K -6,378 -15%
PGAM
340
Princeton Global Asset Management
New Jersey
$645K -$37.7K -2,151 -6%
PFBT
341
Parkside Financial Bank & Trust
Missouri
$641K – – –
Lido Advisors
342
Lido Advisors
California
$637K +$3.16K +180 +0.5%
CWM
343
Cornerstone Wealth Management
Missouri
$634K +$29.1K +1,662 +5%
SIC
344
Sigma Investment Counselors
Michigan
$623K -$91.4K -5,205 -13%
PAM
345
Pegasus Asset Management
New York
$623K +$10.7K +612 +2%
HA
346
HYA Advisors
Missouri
$614K +$211 +12 +0%
GC
347
Grimes & Company
Massachusetts
$613K -$5K -285 -0.8%
PFS
348
Prospera Financial Services
Texas
$611K -$52.2K -2,976 -8%
SCM
349
SOL Capital Management
Maryland
$607K +$150K +8,535 +33%
MF
350
Manchester Financial
California
$604K -$236K -13,482 -28%
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14
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