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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 %
HIC
376
Holderness Investments Company
North Carolina
$513K +$102K +5,814 +25%
FWM
377
Frontier Wealth Management
Missouri
$510K -$222K -12,621 -30%
CWS
378
Cypress Wealth Services
California
$509K -$248K -14,163 -33%
VVP
379
Venture Visionary Partners
Ohio
$502K -$140K -7,965 -22%
WIA
380
Wealthstreet Investment Advisors
Texas
$497K -$104K -5,925 -17%
OFS
381
Oldfather Financial Services
Nebraska
$493K +$555 +30 +0.1%
MMHP
382
Murphy Middleton Hinkle & Parker
Georgia
$483K +$6.36K +363 +1%
BCWM
383
Blue Chip Wealth Management
Florida
$478K -$93.6K -5,337 -16%
SCA
384
Strategic Capital Advisers
Colorado
$470K -$287K -16,392 -38%
EWA
385
EP Wealth Advisors
California
$470K -$209K -14,850 Closed
SWM
386
Southern Wealth Management
Texas
$457K -$503K -28,719 -52%
BFA
387
Beaumont Financial Advisors
Massachusetts
$450K -$191K -10,905 -30%
SCM
388
Stordahl Capital Management
Colorado
$448K -$30.1K -1,713 -6%
DBRC
389
D.B. Root & Company
Pennsylvania
$446K -$120K -6,867 -21%
APP
390
Avantax Planning Partners
Iowa
$446K -$18.9K -1,074 -4%
SCM
391
Southport Capital Management
Tennessee
$445K +$445K +25,365 New
FRA
392
Front Row Advisors
California
$436K +$5.26K +300 +1%
HIC
393
Hartline Investment Corp
Illinois
$432K -$46.7K -2,664 -10%
GIA
394
Gladstone Institutional Advisory
Florida
$426K -$928K -52,944 -69%
NCM
395
Next Capital Management
New York
$424K -$24.5K -1,398 -5%
HWA
396
Heritage Way Advisors
Illinois
$423K +$2.11K +120 +0.5%
CNFG
397
Creegan & Nassoura Financial Group
New Hampshire
$419K -$7.9K -450 -2%
TWM
398
Triton Wealth Management
Arizona
$417K -$42.6K -2,313 -9%
SPC
399
Sigma Planning Corp
Michigan
$415K -$77.1K -4,398 -16%
FAIM
400
Financial Advocates Investment Management
Washington
$411K +$211 +12 +0.1%
14 15
16
17 18