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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 %
FCA
476
FinTrust Capital Advisors
South Carolina
$146K +$15.5K +1,104 +12%
AIM
477
Acropolis Investment Management
Missouri
$137K +$137K +9,750 New
YAL
478
Your Advocates Ltd
Texas
$136K -$642K -45,672 -83%
William Blair & Company
479
William Blair & Company
Illinois
$136K -$16.8K -1,197 -11%
NG
480
NWK Group
California
$135K +$16.2K +1,155 +14%
PFP
481
Pinnacle Financial Partners
Tennessee
$134K -$31.1K -2,208 -19%
DCM
482
Davis Capital Management
Florida
$129K +$129K +9,198 New
Bank of Montreal
483
Bank of Montreal
Ontario, Canada
$117K -$13.4K -1,008 -10%
CFGS
484
Concourse Financial Group Securities
Alabama
$110K +$6.71K +477 +6%
GRP
485
Global Retirement Partners
California
$104K +$39.6K +2,805 +61%
OAM
486
Oppenheimer Asset Management
New York
$103K +$6.29K +447 +6%
OIA
487
Optimum Investment Advisors
Illinois
$102K +$4.18K +297 +4%
SLF
488
Sun Life Financial
Ontario, Canada
$100K – – –
BAM
489
Barrett Asset Management
New York
$99K +$95.8K +6,795 +3,020%
BFC
490
Bedel Financial Consulting
Indiana
$91K +$42 +3 +0%
BlackRock
491
BlackRock
New York
$87K +$18.8K +1,338 +28%
CIM
492
Contravisory Investment Management
Massachusetts
$79K -$267K -19,059 -77%
CDIA
493
Capital Directions Investment Advisors
Georgia
$78K +$13.9K +990 +22%
TC
494
Truvestments Capital
Florida
$78K +$78K +5,568 New
Fidelity Investments
495
Fidelity Investments
Massachusetts
$73K -$76K -5,355 -51%
PCA
496
Providence Capital Advisors
North Carolina
$68K +$68K +4,845 New
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K -$21.8K -1,545 -25%
TSW
498
Thompson Siegel & Walmsley
Virginia
$63K +$8.4K +600 +15%
SFSIG
499
San Francisco Sentry Investment Group
California
$61K -$45.9K -3,270 -43%
TWA
500
TCI Wealth Advisors
Arizona
$61K +$1.1K +78 +2%
18 19
20
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