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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$24.2M
2
SS
Sunbelt Securities
Texas
$0
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$58.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.6M
5
CCM
CWH Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
Apollon Wealth Management
South Carolina
$84K +$84K +4,806 New
CFG
502
Citizens Financial Group
Rhode Island
$78K -$380K -21,729 -83%
TWA
503
TCI Wealth Advisors
Arizona
$77K +$900 +51 +1%
IRC
504
Investors Research Corp
Georgia
$76K – – –
S
505
SignatureFD
Georgia
$74K – – –
PK
506
Pflug Koory
Nebraska
$74K +$3.42K +195 +5%
WPA
507
West Paces Advisors
Georgia
$68.4K -$4.75M -270,855 -99%
SSB
508
Sandy Spring Bank
Maryland
$64K – – –
OC
509
Oakworth Capital
Alabama
$64K +$64K +3,633 New
RCA
510
Rowland Carmichael Advisors
Arizona
$60K +$1.04K +60 +2%
FHA
511
First Horizon Advisors
Tennessee
$59K – – –
AC
512
AlphaCore Capital
California
$58K +$106 +6 +0.2%
SFSIG
513
San Francisco Sentry Investment Group
California
$57K -$19.9K -1,125 -26%
VFA
514
Valeo Financial Advisors
Indiana
$56K +$21.8K +1,245 +64%
CAL
515
Capital Advisors Ltd
Ohio
$55K – – –
OPS
516
Orion Portfolio Solutions
Nebraska
$53K -$2.11K -120 -4%
CAC
517
Certified Advisory Corp
Florida
$48K +$1.05K +60 +2%
FCM
518
Firestone Capital Management
Florida
$42K +$22.1K +1,248 +111%
OIA
519
Optimum Investment Advisors
Illinois
$41K -$87.1K -4,929 -68%
CFGS
520
Concourse Financial Group Securities
Alabama
$39K -$96.5K -5,568 -71%
CWM
521
Cranbrook Wealth Management
Michigan
$37K – – –
CG
522
Cutler Group
California
$36K +$30.9K +1,800 +606%
BEI
523
Benjamin Edwards Inc
Missouri
$35K +$20.3K +1,155 +138%
HFA
524
HC Financial Advisors
California
$32K -$42.7K -2,400 -57%
CFD
525
Creative Financial Designs
Indiana
$32K +$4.88K +282 +18%
19 20
21
22 23