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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.

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
1
FormulaFolio Investments
Michigan
$70.1M
2
Ameriprise
2
Ameriprise
Minnesota
$83.9M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$204M
4
AWS
4
AJ Wealth Strategies
New York
$26.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$79.2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24.2M
2
SS
2
Sunbelt Securities
Texas
$0
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$58.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$21.6M
5
CCM
5
CWH Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
AJ Wealth Strategies
New York
$26.6M +$25.2M +1,434,258 +1,758%
PMG
27
ProVise Management Group
Florida
$26.1M +$1.2M +68,478 +5%
AA
28
Advisory Alpha
Michigan
$25.9M -$1.11M -57,693 -4%
Osaic Holdings
29
Osaic Holdings
Arizona
$24.2M -$175M -9,962,877 -88%
MML Investors Services
30
MML Investors Services
Massachusetts
$23.5M +$1.9M +108,510 +9%
AFA
31
Atlanta Financial Associates
Georgia
$22.2M +$4.62M +263,376 +26%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$21.6M -$21.6M – –
MGIA
33
Moneta Group Investment Advisors
Missouri
$21.1M +$2.58M +147,225 +14%
NFG
34
Nadler Financial Group
Illinois
$21M -$1.7M -97,155 -8%
Morgan Stanley
35
Morgan Stanley
New York
$20.5M -$1M -57,195 -5%
LPL Financial
36
LPL Financial
California
$20.1M -$184K -10,488 -0.9%
Mariner
37
Mariner
Kansas
$19.6M -$169K -9,639 -0.9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$18.7M +$206K +11,742 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$18.6M +$3.8M +216,813 +26%
HWA
40
HHM Wealth Advisors
Tennessee
$18.3M +$641K +36,540 +4%
UCFA
41
United Capital Financial Advisors
Texas
$17.6M -$679K -38,718 -4%
SAM
42
Summit Asset Management
Tennessee
$16.7M +$113K +6,426 +0.7%
FFN
43
Focus Financial Network
Minnesota
$16.5M -$1.4M -79,932 -8%
PRS
44
Pinkerton Retirement Specialists
Idaho
$16M -$3.08M -175,350 -16%
FFA
45
Fragasso Financial Advisors
Pennsylvania
$15.8M +$15.5M +816,522 +5,208%
FWM
46
Filbrandt Wealth Management
Wisconsin
$15M +$1.32M +75,306 +10%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$14.7M -$1.12M -63,855 -7%
EHPM
48
Emery Howard Portfolio Management
California
$14.4M -$1.59M -90,738 -10%
BPA
49
Beacon Pointe Advisors
California
$14M +$11M +629,709 +376%
BCMO
50
Buckingham Capital Management (Ohio)
Ohio
$13.8M +$277K +15,801 +2%
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