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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 %
HA
351
Harfst & Associates
Wyoming
$602K -$881K -50,298 -59%
OPA
352
Old Port Advisors
Maine
$601K -$1.79K -102 -0.3%
PA
353
Parallel Advisors
California
$600K +$1.89K +108 +0.3%
CHA
354
Cooper/Haims Advisors
New York
$599K -$2.53K -144 -0.4%
FT
355
Fiduciary Trust
Massachusetts
$598K +$21.1K +1,200 +4%
CAM
356
Cozad Asset Management
Illinois
$595K +$595K +33,894 New
LPIC
357
LeJeune Puetz Investment Counsel
Michigan
$592K +$53 +3 +0%
CMO
358
Covenant Multifamily Offices
Texas
$581K -$138K -7,881 -19%
PIA
359
Pinion Investment Advisors
Kansas
$580K +$73.3K +4,179 +14%
PFC
360
Phocas Financial Corp
California
$570K -$457K – –
TFS
361
Thoroughbred Financial Services
Tennessee
$560K -$1.15M -65,445 -67%
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$560K +$12.3K +699 +2%
PSF
363
Pacific Sun Financial
California
$557K -$2.63K -150 -0.5%
NCM
364
Novare Capital Management
North Carolina
$551K -$18.9K -1,077 -3%
WCM
365
Wealthcare Capital Management
Virginia
$550K +$74.8K +4,263 +16%
CI
366
Cordant Inc
Oregon
$546K +$165K +9,408 +43%
AFA
367
Arlington Financial Advisors
California
$540K +$84.3K +4,806 +19%
EP
368
Eudaimonia Partners
Tennessee
$539K -$6.52K -372 -1%
SSWG
369
Seven Springs Wealth Group
Tennessee
$532K +$3.32K +189 +0.6%
Brown Advisory
370
Brown Advisory
Maryland
$532K +$45.1K +2,568 +9%
ACI
371
Alpha Cubed Investments
California
$531K +$531K +30,261 New
Cetera Investment Advisers
372
Cetera Investment Advisers
Illinois
$522K -$341K -19,401 -39%
IWM
373
IHT Wealth Management
Illinois
$516K -$84.8K -4,833 -14%
TCM
374
Twele Capital Management
Minnesota
$516K +$116K +6,618 +29%
NGA
375
Naples Global Advisors
Florida
$513K +$9.48K +540 +2%
13 14
15
16 17