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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 %
CGFA
401
Colton Groome Financial Advisors
North Carolina
$410K +$410K +23,364 New
FC
402
Ferris Capital
Massachusetts
$407K -$242K -13,818 -37%
AIM
403
Aspen Investment Management
Michigan
$405K -$4.21K -240 -1%
BCA
404
Bay Colony Advisors
Massachusetts
$405K +$7.58K +432 +2%
PWM
405
Praetorian Wealth Management
California
$405K +$405K +23,118 New
Calamos Advisors
406
Calamos Advisors
Illinois
$389K -$62.4K -3,561 -14%
LNB
407
Ledyard National Bank
$387K -$58.3K -3,327 -13%
G
408
Gainplan
Michigan
$387K -$39.2K -2,238 -9%
CPIG
409
Chicago Partners Investment Group
Illinois
$387K +$3.58K +195 +0.9%
TNB
410
TCF National Bank
South Dakota
$382K -$12K -630 -3%
AIM
411
Avity Investment Management
Connecticut
$377K – – –
ACM
412
Armbruster Capital Management
New York
$368K -$185K -10,515 -33%
BL
413
BCWM LLC
Kansas
$365K +$53.6K +3,054 +17%
GAM
414
Garrison Asset Management
Arkansas
$363K -$253K -14,445 -41%
JFGIW
415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$363K -$125K -7,146 -26%
SG
416
StoneX Group
New York
$363K -$158 -9 -0%
SQA
417
Simon Quick Advisors
New Jersey
$361K +$18.7K +1,068 +5%
PA
418
PFG Advisors
Arizona
$359K -$88.9K -5,073 -20%
TC
419
Telemus Capital
Michigan
$351K -$7.63K -435 -2%
APA
420
American Portfolios Advisors
New York
$351K -$2.58K -147 -0.7%
CIC
421
Carnegie Investment Counsel
Ohio
$348K – – –
US Bancorp
422
US Bancorp
Minnesota
$336K +$15.2K +867 +5%
MWM
423
MBE Wealth Management
Wisconsin
$329K -$19.2K -1,095 -6%
FNBT
424
FineMark National Bank & Trust
Florida
$327K -$3.16K -180 -1%
Deutsche Bank
425
Deutsche Bank
Germany
$322K +$322K +18,366 New
15 16
17
18 19