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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 %
APSI
476
Asset Planning Services Inc
Louisiana
$210K +$210K +11,961 New
MWA
477
MFA Wealth Advisors
Pennsylvania
$210K -$2.25M -128,061 -91%
AWM
478
AE Wealth Management
Kansas
$208K +$208K +11,874 New
RCC
479
Red Cedar Capital
Nebraska
$205K – – –
GWM
480
Gray Wealth Management
Maine
$203K +$203K +11,580 New
MCWS
481
McKinley Carter Wealth Services
West Virginia
$202K +$202K +11,496 New
EWM
482
Elmwood Wealth Management
California
$198K +$198K +11,274 New
RFA
483
Reilly Financial Advisors
California
$189K – – –
AIM
484
Acropolis Investment Management
Missouri
$171K – – –
NG
485
NWK Group
California
$169K – – –
PFP
486
Pinnacle Financial Partners
Tennessee
$167K +$578 +33 +0.3%
FCA
487
FinTrust Capital Advisors
South Carolina
$166K -$16.4K -936 -9%
William Blair & Company
488
William Blair & Company
Illinois
$158K -$11.9K -678 -7%
DCM
489
Davis Capital Management
Florida
$153K -$8.81K -501 -5%
Bank of Montreal
490
Bank of Montreal
Ontario, Canada
$127K -$26.9K -1,539 -17%
SLF
491
Sun Life Financial
Ontario, Canada
$125K – – –
BAM
492
Barrett Asset Management
New York
$123K – – –
MA
493
MCF Advisors
Kentucky
$121K -$1.24M -70,839 -91%
Fidelity Investments
494
Fidelity Investments
Massachusetts
$116K +$25.8K +1,470 +29%
BFC
495
Bedel Financial Consulting
Indiana
$108K -$4.99K -285 -4%
LWANC
496
Laurel Wealth Advisors (North Carolina)
North Carolina
$101K +$19K +1,080 +23%
BlackRock
497
BlackRock
New York
$100K -$8.68K -495 -8%
CDIA
498
Capital Directions Investment Advisors
Georgia
$97K – – –
CIM
499
Contravisory Investment Management
Massachusetts
$89K -$12.3K -687 -12%
TSW
500
Thompson Siegel & Walmsley
Virginia
$84K +$4.95K +282 +6%
18 19
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