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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 %
CFG
401
Citizens Financial Group
Rhode Island
$368K +$368K +26,187 New
SCM
402
SOL Capital Management
Maryland
$367K -$106K -7,545 -22%
AFA
403
Arlington Financial Advisors
California
$365K +$44.1K +3,141 +14%
LFAS
404
Level Four Advisory Services
Texas
$363K -$1.12M -79,323 -76%
Calamos Advisors
405
Calamos Advisors
Illinois
$362K +$12.8K +912 +4%
NCM
406
Next Capital Management
New York
$360K -$15K -1,068 -4%
LNB
407
Ledyard National Bank
$357K -$45.6K -3,243 -11%
SCM
408
Stordahl Capital Management
Colorado
$354K -$146K -11,202 -29%
PPA
409
Parametric Portfolio Associates
Washington
$354K +$27.2K +1,938 +8%
TC
410
Telemus Capital
Michigan
$353K -$2.17K -126 -0.6%
G
411
Gainplan
Michigan
$342K -$482K -34,263 -58%
CNFG
412
Creegan & Nassoura Financial Group
New Hampshire
$342K – – –
HWA
413
Heritage Way Advisors
Illinois
$337K +$60.1K +4,278 +22%
BCM
414
Boltwood Capital Management
California
$336K -$233K -16,608 -41%
HIC
415
Holderness Investments Company
North Carolina
$330K -$193K -13,719 -37%
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$227K +16,152 +219%
FAIM
417
Financial Advocates Investment Management
Washington
$329K -$90K -6,396 -21%
AIM
418
Aspen Investment Management
Michigan
$328K -$26.3K -1,869 -7%
CPIG
419
Chicago Partners Investment Group
Illinois
$320K -$34.9K -2,280 -10%
TCM
420
Twele Capital Management
Minnesota
$320K +$31.2K +2,220 +11%
BCA
421
Bay Colony Advisors
Massachusetts
$318K +$34.5K +2,454 +12%
DSC
422
Duncker Streett & Co
Missouri
$318K +$186K +13,221 +140%
MOS
423
MGO One Seven
Ohio
$307K – – –
CI
424
Cordant Inc
Oregon
$305K +$39.3K +2,796 +15%
AIM
425
Avity Investment Management
Connecticut
$302K – – –
15 16
17
18 19