SCHM icon

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 %
PG
426
Prostatis Group
Maryland
$300K -$1.1M -78,018 -79%
SG
427
StoneX Group
New York
$291K -$169K -11,985 -37%
TNB
428
TCF National Bank
South Dakota
$291K – – –
APA
429
American Portfolios Advisors
New York
$283K -$1.07M -76,419 -79%
CIC
430
Carnegie Investment Counsel
Ohio
$279K -$211 -15 -0.1%
MWM
431
MBE Wealth Management
Wisconsin
$279K +$135K +9,594 +93%
SQA
432
Simon Quick Advisors
New Jersey
$274K -$193K -13,761 -41%
IWS
433
Insight Wealth Strategies
California
$268K -$9.55M -680,322 -97%
FNBT
434
FineMark National Bank & Trust
Florida
$265K +$10.6K +750 +4%
RBC
435
Roble Belko & Company
Pennsylvania
$258K +$257K +18,300 +26,522%
US Bancorp
436
US Bancorp
Minnesota
$257K +$1.31K +93 +0.5%
VBFP
437
Valtinson Bruner Financial Planning
Minnesota
$254K -$33.9K -2,175 -12%
Renaissance Technologies
438
Renaissance Technologies
New York
$253K -$221K -15,753 -47%
BL
439
BCWM LLC
Kansas
$249K +$17.9K +1,275 +8%
WWM
440
Windsor Wealth Management
Indiana
$248K +$248K +17,613 New
IC
441
IEQ Capital
California
$247K -$1.27K -90 -0.5%
FAM
442
Foothills Asset Management
Arizona
$244K -$120K -8,559 -33%
PI
443
Pachira Investments
California
$244K – – –
HCIA
444
Hochman Cole Investment Advisors
Illinois
$243K +$28.3K +2,013 +13%
BWP
445
BSW Wealth Partners
Colorado
$237K -$21.7K -1,548 -8%
Northern Trust
446
Northern Trust
Illinois
$237K +$42.2K +3,000 +22%
PCA
447
Personal Capital Advisors
California
$235K +$28.1K +2,220 +14%
RPA
448
Rock Point Advisors
Vermont
$234K +$14.5K +1,035 +7%
WDL
449
Well Done LLC
Michigan
$234K +$15K +1,068 +7%
CAM
450
Cresset Asset Management
Illinois
$232K – – –
16 17
18
19 20