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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 %
LDFR
526
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –
Citigroup
527
Citigroup
New York
$31K – – –
TPCW
528
TD Private Client Wealth
New York
$30.3K – – –
TC
529
Truvestments Capital
Florida
$29K -$66.8K -3,882 -70%
SIAP
530
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K +$7.71K +450 +36%
GWM
531
Geneos Wealth Management
Colorado
$27K -$32.1K -1,932 -54%
CFA
532
Carroll Financial Associates
North Carolina
$26K – – –
MIM
533
Macroview Investment Management
Maryland
$26K +$2.27K +129 +10%
CL
534
Cabana LLC
Arkansas
$25K +$25K +1,440 New
YAL
535
Your Advocates Ltd
Texas
$24K -$147K -8,313 -86%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
MSFP
537
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
AAP
538
Arax Advisory Partners
Colorado
$24K +$24K +1,395 New
SFPG
539
Stonebridge Financial Planning Group
Florida
$23K – – –
CTC
540
Central Trust Company
Missouri
$21K -$8.39K -489 -29%
GCM
541
Gables Capital Management
Florida
$21K +$6.16K +345 +42%
HIA
542
Harbor Investment Advisory
Maryland
$20K -$6.79K -390 -25%
BWA
543
BDO Wealth Advisors
Florida
$20K – – –
ADL
544
Asset Dedication LLC
California
$19K – – –
BCM
545
Blume Capital Management
California
$18K -$18.6K -1,083 -51%
EI
546
Ellevest Inc
New York
$18K +$52 +3 +0.3%
ME
547
McIlrath & Eck
Washington
$18K +$2.27K +132 +14%
QCMC
548
Quantum Capital Management (California)
California
$17K – – –
CCA
549
Column Capital Advisors
Indiana
$16K – – –
PIP
550
Peachtree Investment Partners
Florida
$16K – – –
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