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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
$230M
2
SS
Sunbelt Securities
Texas
$162M
3
HighTower Advisors
HighTower Advisors
Illinois
$49.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
$134M
5
AA
Advisory Alpha
Michigan
$21M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.6M
2
SWA
SFMG Wealth Advisors
Texas
$0
3
MF
Manchester Financial
California
$673K
4
FMP
Financial Management Professionals
Texas
$6K
5
FI
FormulaFolio Investments
Michigan
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
351
Boys Arnold & Co
North Carolina
$500K +$56.5K +4,020 +13%
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$497K -$21.6K -1,539 -4%
GC
353
Grimes & Company
Massachusetts
$495K -$37.7K -2,682 -7%
GAM
354
Garrison Asset Management
Arkansas
$494K -$1.52K -108 -0.3%
HA
355
HYA Advisors
Missouri
$491K +$379 +27 +0.1%
PAM
356
Pegasus Asset Management
New York
$491K +$25.6K +1,818 +5%
CFO
357
CVA Family Office
Colorado
$491K +$326K +23,199 +198%
AAS
358
Avantax Advisory Services
Texas
$487K +$226K +16,122 +87%
CWM
359
Cornerstone Wealth Management
Missouri
$485K -$8.77K -624 -2%
OPA
360
Old Port Advisors
Maine
$483K -$52.3K -3,723 -10%
WIA
361
Wealthstreet Investment Advisors
Texas
$482K -$16.9K -1,200 -3%
CHA
362
Cooper/Haims Advisors
New York
$482K -$6.53K -465 -1%
IWM
363
IHT Wealth Management
Illinois
$481K -$19.2K -1,365 -4%
SIAS
364
Shine Investment Advisory Services
Colorado
$480K -$150K -10,680 -24%
PA
365
Parallel Advisors
California
$479K -$21.6K -1,539 -4%
LPIC
366
LeJeune Puetz Investment Counsel
Michigan
$474K -$57K -4,053 -11%
SPP
367
Single Point Partners
Massachusetts
$473K +$473K +33,630 New
QCG
368
Quadrant Capital Group
Ohio
$472K +$288K +20,502 +157%
SFG
369
Sunburst Financial Group
Alabama
$464K +$49.4K +3,519 +12%
FT
370
Fiduciary Trust
Massachusetts
$461K +$253K +18,000 +121%
CIR
371
Clear Investment Research
Georgia
$459K -$126 -9 -0%
BCWM
372
Blue Chip Wealth Management
Florida
$458K -$174K -12,369 -28%
EWM
373
Evermay Wealth Management
Virginia
$457K -$1.19M -84,396 -72%
PFC
374
Phocas Financial Corp
California
$457K -$694K – –
NCM
375
Novare Capital Management
North Carolina
$456K +$45.5K +3,243 +11%
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15
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