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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 %
AllianceBernstein
451
AllianceBernstein
Tennessee
$229K +$229K +16,284 New
RWM
452
Reston Wealth Management
Virginia
$228K +$507 +36 +0.2%
PL
453
Plancorp LLC
Missouri
$227K +$55.5K +3,939 +32%
SFG
454
SevenBridge Financial Group
Pennsylvania
$226K +$632 +45 +0.3%
PIM
455
Penobscot Investment Management
Massachusetts
$225K -$5.47K -390 -2%
RC
456
Rovin Capital
Arizona
$224K -$9.57M -607,752 -98%
FFA
457
Fragasso Financial Advisors
Pennsylvania
$220K +$220K +15,678 New
DWM
458
Destination Wealth Management
California
$219K -$53.4K -3,807 -20%
SWM
459
Segment Wealth Management
Texas
$219K -$3.5K -249 -2%
BL
460
Balentine LLC
Georgia
$218K -$78.3K -5,574 -26%
HFA
461
Hoover Financial Advisors
Pennsylvania
$215K -$57.8K -4,116 -21%
WANY
462
Wealthspire Advisors (New York)
New York
$215K +$215K +15,300 New
EWA
463
EP Wealth Advisors
California
$209K -$107K -7,581 -34%
WAM
464
Wealthspire Advisors (Maryland)
Maryland
$209K -$16.2K -1,155 -7%
BFM
465
Boston Financial Management
Massachusetts
$206K – – –
BRWA
466
B. Riley Wealth Advisors
Florida
$204K -$27.7K -1,968 -12%
SPIA
467
Steward Partners Investment Advisory
New York
$202K -$1.32M -94,341 -87%
SG
468
Somerset Group
Minnesota
$201K +$3.37K +240 +2%
NFG
469
Next Financial Group
Texas
$200K +$13.4K +954 +7%
HI
470
Hendershot Investments
Virginia
$189K +$23.8K +1,695 +14%
SFS
471
Sowell Financial Services
Arkansas
$180K +$63.9K +4,557 +55%
PNC Financial Services Group
472
PNC Financial Services Group
Pennsylvania
$166K -$51.8K -3,693 -24%
RCC
473
Red Cedar Capital
Nebraska
$164K +$43.1K +3,057 +36%
FNC
474
First National Corp
Massachusetts
$158K -$76.1K -190,878 -33%
RFA
475
Reilly Financial Advisors
California
$152K +$14K +993 +10%
17 18
19
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