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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
1
Creative Planning
Kansas
$230M
2
SS
2
Sunbelt Securities
Texas
$162M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$49.2M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$134M
5
AA
5
Advisory Alpha
Michigan
$21M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$21.6M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
MF
3
Manchester Financial
California
$673K
4
FMP
4
Financial Management Professionals
Texas
$6K
5
FI
5
FormulaFolio Investments
Michigan
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$19.9M -$233K -16,611 -1%
FI
27
FormulaFolio Investments
Michigan
$19.4M -$15.6M -1,109,313 -45%
NFG
28
Nadler Financial Group
Illinois
$18.2M -$1.4M -99,645 -7%
MML Investors Services
29
MML Investors Services
Massachusetts
$17.3M +$850K +60,453 +5%
Morgan Stanley
30
Morgan Stanley
New York
$17.2M +$3.3M +235,095 +24%
Osaic Holdings
31
Osaic Holdings
Arizona
$17.2M +$17.2M +11,343,078 New
LFA
32
Lighthouse Financial Advisors
Maryland
$17M +$3.76M +269,394 +28%
LPL Financial
33
LPL Financial
California
$16.3M -$307K -21,837 -2%
Mariner
34
Mariner
Kansas
$15.9M +$516K +36,684 +3%
PRS
35
Pinkerton Retirement Specialists
Idaho
$15.3M -$5.27M -374,886 -26%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$14.8M +$349K +24,870 +2%
MGIA
37
Moneta Group Investment Advisors
Missouri
$14.8M +$4.58M +325,749 +45%
UCFA
38
United Capital Financial Advisors
Texas
$14.6M +$347K +24,720 +2%
FFN
39
Focus Financial Network
Minnesota
$14.4M -$2.08M -148,302 -13%
HWA
40
HHM Wealth Advisors
Tennessee
$14.2M +$1.82M +129,372 +15%
AFA
41
Atlanta Financial Associates
Georgia
$14.1M +$14.1M +1,003,755 New
RM
42
Resource Management
Louisiana
$13.7M +$10.6M +756,348 +348%
SAM
43
Summit Asset Management
Tennessee
$13.3M +$265K +18,843 +2%
EHPM
44
Emery Howard Portfolio Management
California
$12.8M +$366K +26,016 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$12.6M -$10.2M -728,301 -45%
Wells Fargo
46
Wells Fargo
California
$12.3M -$1.72M -122,172 -12%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$11.8M -$2.4M -170,616 -17%
LIM
48
Leavell Investment Management
Alabama
$11.2M +$95K +6,759 +0.9%
SFS
49
Summit Financial Strategies
Ohio
$11.1M -$130K -9,279 -1%
CCM
50
CWH Capital Management
Washington
$11.1M +$158K +11,229 +1%
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