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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 %
GI
576
GS Investments
Minnesota
$2.87K -$84 -6 -3%
SFSG
577
Stearns Financial Services Group
North Carolina
$2K -$57 -3 -3%
TCOV
578
Trust Company of Vermont
Vermont
$2K – – –
CP
579
Corbenic Partners
Pennsylvania
$2K +$526 +30 +36%
BMM
580
Berkshire Money Management
Massachusetts
$1K -$289K -11,265 -100%
SMFS
581
Squar Milner Financial Services
California
$1K – – –
DI
582
Disciplined Investments
Oklahoma
$1K – – –
Fifth Third Bancorp
583
Fifth Third Bancorp
Ohio
$1K – – –
CFFP
584
Center for Financial Planning
Michigan
$1K +$1K +54 New
WT
585
Washington Trust
Rhode Island
$1K +$1K +78 New
DAM
586
Delta Asset Management
Tennessee
$1K +$1K +90 New
WA
587
WBH Advisory
Maryland
$525 -$166 -11,829 -24%
SWA
588
SFMG Wealth Advisors
Texas
– -$33.9M -1,688,541 Closed
RRWA
589
Rainey & Randall Wealth Advisors
Florida
– -$14.8M -736,398 Closed
MWM
590
MinichMacGregor Wealth Management
New York
– -$6.51M -324,798 Closed
IAA
591
Independent Advisor Alliance
North Carolina
– -$3.11M -155,190 Closed
AI
592
Atria Investments
North Carolina
– -$2.32M -115,617 Closed
SCP
593
Shorepoint Capital Partners
Massachusetts
– -$2.31M -115,281 Closed
LWM
594
Lionsbridge Wealth Management
Florida
– -$1.77M -88,398 Closed
EA
595
Evergreen Advisors
Tennessee
– -$1.55M -77,175 Closed
HA
596
HC Advisors
Georgia
– -$1.49M -74,508 Closed
JHCP
597
Jackson Hole Capital Partners
Oklahoma
– -$1.23M -61,560 Closed
TC
598
Tatro Capital
Kentucky
– -$856K -42,687 Closed
NC
599
NovaPoint Capital
Georgia
– -$817K -40,734 Closed
TW
600
Transform Wealth
Colorado
– -$795K -39,648 Closed
22 23
24
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