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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 %
DBRC
376
D.B. Root & Company
Pennsylvania
$454K -$70.9K -5,046 -14%
PSF
377
Pacific Sun Financial
California
$449K +$50.6K +3,600 +13%
Citadel Advisors
378
Citadel Advisors
Florida
$445K +$445K +31,683 New
ACM
379
Armbruster Capital Management
New York
$442K -$1.11M -79,395 -72%
CF
380
Centaurus Financial
California
$439K -$722K -51,348 -62%
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$439K -$64.3K -4,572 -13%
EP
382
Eudaimonia Partners
Tennessee
$437K – – –
PFA
383
Pinnacle Family Advisors
Missouri
$434K -$594K -42,213 -58%
SSWG
384
Seven Springs Wealth Group
Tennessee
$423K +$423K +30,114 New
OFS
385
Oldfather Financial Services
Nebraska
$420K +$115K +7,296 +38%
LF
386
LifeSteps Financial
California
$414K -$54.5K -3,879 -12%
PIA
387
Pinion Investment Advisors
Kansas
$406K -$24.6K -1,752 -6%
NGA
388
Naples Global Advisors
Florida
$403K +$96.4K +6,861 +31%
NRI
389
NFP Retirement Inc
California
$401K -$28.4K -2,022 -7%
TWM
390
Triton Wealth Management
Arizona
$398K +$398K +24,942 New
SPC
391
Sigma Planning Corp
Michigan
$394K +$842 +60 +0.2%
FRA
392
Front Row Advisors
California
$394K +$2.55K +159 +0.7%
WQ
393
Wealth Quarterback
New Jersey
$394K -$14.1M -1,038,399 -97%
JFGIW
394
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$391K – – –
Brown Advisory
395
Brown Advisory
Maryland
$390K -$33.3K -2,370 -8%
PA
396
PFG Advisors
Arizona
$384K -$447K -29,775 -54%
HIC
397
Hartline Investment Corp
Illinois
$384K -$99.8K -7,095 -21%
MMHP
398
Murphy Middleton Hinkle & Parker
Georgia
$382K +$42.9K +3,057 +13%
WCM
399
Wealthcare Capital Management
Virginia
$381K +$5.61K +399 +1%
APP
400
Avantax Planning Partners
Iowa
$372K – – –
14 15
16
17 18