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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 %
Citigroup
526
Citigroup
New York
$24K -$87.3K -6,330 -78%
CTC
527
Central Trust Company
Missouri
$24K -$8.62K -615 -26%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
CFD
529
Creative Financial Designs
Indiana
$22K -$12.9K -918 -37%
HIA
530
Harbor Investment Advisory
Maryland
$22K -$9.09K -636 -29%
CFA
531
Carroll Financial Associates
North Carolina
$21K – – –
SFPG
532
Stonebridge Financial Planning Group
Florida
$20K -$2.68K -177 -12%
PMFA
533
Plante Moran Financial Advisors
Michigan
$20K +$8.42K +606 +73%
MSFP
534
Mark Sheptoff Financial Planning
Connecticut
$19K -$11.1K -801 -37%
MIM
535
Macroview Investment Management
Maryland
$19K +$4.31K +306 +29%
JPMorgan Chase & Co
536
JPMorgan Chase & Co
New York
$17K – – –
SIAP
537
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
BWA
538
BDO Wealth Advisors
Florida
$16K – – –
FCM
539
Firestone Capital Management
Florida
$16K +$10.6K +744 +197%
Simplex Trading
540
Simplex Trading
Illinois
$16K +$16K +1,200 New
ADL
541
Asset Dedication LLC
California
$15K -$148K -10,554 -91%
EWM
542
EPG Wealth Management
Georgia
$15K – – –
AF
543
Allworth Financial
California
$15K +$15K +1,068 New
QCMC
544
Quantum Capital Management (California)
California
$14K – – –
EI
545
Ellevest Inc
New York
$14K +$82 +6 +0.6%
LFG
546
Larson Financial Group
Missouri
$14K +$9.39K +654 +204%
CCA
547
Column Capital Advisors
Indiana
$13K -$138K -10,122 -91%
ME
548
McIlrath & Eck
Washington
$13K – – –
LFG
549
LifePlan Financial Group
Ohio
$13K +$1.26K +87 +11%
PIP
550
Peachtree Investment Partners
Florida
$12K -$5.13K -381 -30%
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22
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