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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 %
ACA
551
Aptus Capital Advisors
Alabama
$16K +$8.24K +471 +106%
PWP
552
Principle Wealth Partners
Connecticut
$16K +$16K +918 New
PO
553
Private Ocean
California
$15K – – –
Fifth Third Bancorp
554
Fifth Third Bancorp
Ohio
$15K +$13.2K +777 +740%
JFA
555
JNBA Financial Advisors
Minnesota
$11K -$29.1K -1,641 -73%
TCM
556
TD Capital Management
Tennessee
$10K +$10K +579 New
FHA
557
Flagship Harbor Advisors
Massachusetts
$9K -$38.1K -2,283 -81%
GT
558
Glenmede Trust
Pennsylvania
$9K – – –
EK
559
Evensky & Katz
Florida
$9K +$109 +6 +1%
Simplex Trading
560
Simplex Trading
Illinois
$8K -$12.3K -726 -61%
TL
561
TrueWealth LLC
Georgia
$8K – – –
LFG
562
LifePlan Financial Group
Ohio
$7K -$8.17K -483 -54%
CIAS
563
CBIZ Investment Advisory Services
Ohio
$7K -$6K – –
LFG
564
Larson Financial Group
Missouri
$6K -$12.2K -654 -67%
HCM
565
Horrell Capital Management
Arkansas
$6K – – –
WEC
566
Winslow Evans & Crocker
Massachusetts
$5K – – –
GI
567
Gradient Investments
Minnesota
$5K – – –
1IA
568
1834 Investment Advisors
Wisconsin
$5K – – –
BWA
569
Burt Wealth Advisors
Maryland
$4K -$2.39K -129 -37%
IA
570
Independence Advisors
Pennsylvania
$4K -$386 -24 -9%
BAM
571
Bellevue Asset Management
Washington
$4K – – –
CWC
572
Carolinas Wealth Consulting
North Carolina
$4K – – –
SCA
573
Stonebridge Capital Advisors
Minnesota
$4K +$4K +252 New
GI
574
GS Investments
Minnesota
$3.6K – – –
CAAS
575
Capital Asset Advisory Services
Michigan
$3K – – –
21 22
23
24 25