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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 %
PO
551
Private Ocean
California
$12K -$290 -21 -2%
BEI
552
Benjamin Edwards Inc
Missouri
$12K +$8.34K +582 +228%
GCM
553
Gables Capital Management
Florida
$12K +$12K +831 New
GT
554
Glenmede Trust
Pennsylvania
$10K – – –
NSIM
555
North Star Investment Management
Illinois
$10K – – –
DWM
556
Darwin Wealth Management
Florida
$10K +$10K +765 New
KFI
557
Key Financial Inc
Pennsylvania
$9K +$9K +654 New
TL
558
TrueWealth LLC
Georgia
$7K – – –
EK
559
Evensky & Katz
Florida
$7K +$129 +9 +2%
FMP
560
Financial Management Professionals
Texas
$6K -$19.8M -1,492,539 -100%
ACA
561
Aptus Capital Advisors
Alabama
$6K -$3.65K -270 -38%
CIAS
562
CBIZ Investment Advisory Services
Ohio
$6K -$8K – –
WEC
563
Winslow Evans & Crocker
Massachusetts
$6K – – –
HCM
564
Horrell Capital Management
Arkansas
$5K – – –
BWA
565
Burt Wealth Advisors
Maryland
$5K +$1.87K +129 +60%
LCC
566
Lincoln Capital Corp
Rhode Island
$4.55K +$415 +29,514 +10%
GI
567
Gradient Investments
Minnesota
$4K -$1.85K -132 -32%
1IA
568
1834 Investment Advisors
Wisconsin
$4K -$1.85K -129 -32%
IA
569
Independence Advisors
Pennsylvania
$4K +$44 +3 +1%
GSWM
570
Golden State Wealth Management
California
$4K +$4K +279 New
CG
571
Cutler Group
California
$4K +$4K +297 New
CAAS
572
Capital Asset Advisory Services
Michigan
$3K -$850 -51 -22%
DTIM
573
Danda Trouve Investment Management
Kansas
$3K +$45 +3 +2%
BAM
574
Bellevue Asset Management
Washington
$3K +$3K +207 New
CWC
575
Carolinas Wealth Consulting
North Carolina
$3K +$3K +246 New
21 22
23
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