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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 %
IRC
501
Investors Research Corp
Georgia
$61K +$42.9K +3,066 +238%
S
502
SignatureFD
Georgia
$59K +$42 +3 +0.1%
HFA
503
HC Financial Advisors
California
$59K +$59K +4,197 New
PK
504
Pflug Koory
Nebraska
$57K +$2.76K +195 +5%
SSB
505
Sandy Spring Bank
Maryland
$52K -$9.98K -705 -16%
GWM
506
Geneos Wealth Management
Colorado
$49K – – –
GWS
507
Glassman Wealth Services
Virginia
$49K +$26.4K +1,878 +117%
RCA
508
Rowland Carmichael Advisors
Arizona
$48K -$7.99K -564 -14%
FHA
509
First Horizon Advisors
Tennessee
$47K +$4.2K +300 +10%
AC
510
AlphaCore Capital
California
$46K -$35.7K -2,541 -44%
CAL
511
Capital Advisors Ltd
Ohio
$44K – – –
OPS
512
Orion Portfolio Solutions
Nebraska
$44K +$19.9K +1,416 +83%
CCM
513
Cribstone Capital Management
Maine
$42K +$42K +3,000 New
FHA
514
Flagship Harbor Advisors
Massachusetts
$40K -$66.2K -4,671 -62%
SF
515
Synovus Financial
Georgia
$40K +$40K +2,838 New
CAC
516
Certified Advisory Corp
Florida
$38K +$847 +60 +2%
AWM
517
Atticus Wealth Management
Florida
$33K -$16K -1,155 -33%
JFA
518
JNBA Financial Advisors
Minnesota
$32K +$297 +21 +0.9%
VFA
519
Valeo Financial Advisors
Indiana
$30K -$71.4K -4,665 -70%
CWM
520
Cranbrook Wealth Management
Michigan
$30K – – –
BCM
521
Blume Capital Management
California
$30K – – –
CAN
522
Claraphi Advisory Network
United States
$30K +$30K +2,100 New
PC
523
Permanens Capital
New York
$28K -$14.8K -1,050 -35%
LDFR
524
Lehman & Derafelo Financial Resources
Pennsylvania
$25K -$846 -60 -3%
TPCW
525
TD Private Client Wealth
New York
$24.2K – – –
19 20
21
22 23