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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 %
LFAS
451
Level Four Advisory Services
Texas
$251K -$200K -11,376 -44%
CIP
452
Capital Insight Partners
Arizona
$251K +$251K +14,307 New
HI
453
Hendershot Investments
Virginia
$250K +$14.2K +807 +6%
PIM
454
Penobscot Investment Management
Massachusetts
$249K -$32.7K -1,860 -12%
SPIA
455
Steward Partners Investment Advisory
New York
$248K -$5.27K -300 -2%
Northern Trust
456
Northern Trust
Illinois
$243K -$52.6K -3,000 -18%
VC
457
Vicus Capital
Pennsylvania
$238K -$520K -29,574 -69%
BFG
458
Bouchey Financial Group
New York
$238K +$238K +13,551 New
NL
459
NWAM LLC
Washington
$236K +$236K +13,428 New
RC
460
Rovin Capital
Arizona
$234K -$15.5K -882 -6%
LA
461
LexAurum Advisors
Kansas
$230K +$230K +13,107 New
GRP
462
Global Retirement Partners
California
$229K +$99.6K +5,673 +77%
RG
463
Retirement Group
California
$229K +$229K +13,059 New
BRWA
464
B. Riley Wealth Advisors
Florida
$227K -$27.9K -1,590 -11%
SCA
465
Stillwater Capital Advisors
Pennsylvania
$227K +$227K +12,915 New
NFG
466
Next Financial Group
Texas
$226K -$23.7K -1,353 -10%
RWM
467
RBA Wealth Management
California
$226K +$226K +12,864 New
CFO
468
CVA Family Office
Colorado
$225K -$387K -22,086 -63%
EWM
469
Evermay Wealth Management
Virginia
$225K -$345K -19,698 -61%
NYLIM
470
New York Life Investment Management
New York
$222K +$222K +12,642 New
TPW
471
Tiller Private Wealth
Pennsylvania
$219K +$219K +12,510 New
SFS
472
Sowell Financial Services
Arkansas
$216K -$9.49K -540 -4%
SG
473
Somerset Group
Minnesota
$215K -$36.3K -2,067 -14%
PL
474
Plancorp LLC
Missouri
$214K -$68.8K -3,924 -24%
HIM
475
Harbour Investment Management
Washington
$211K +$211K +12,039 New
17 18
19
20 21