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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 %
GWS
576
Glassman Wealth Services
Virginia
$2K -$72.9K -3,390 -97%
FMP
577
Financial Management Professionals
Texas
$2K -$6.16K -342 -75%
TCOV
578
Trust Company of Vermont
Vermont
$2K -$605 -39 -23%
SFSG
579
Stearns Financial Services Group
North Carolina
$2K – – –
DAM
580
Delta Asset Management
Tennessee
$2K – – –
DI
581
Disciplined Investments
Oklahoma
$1K – – –
SIS
582
Sound Income Strategies
Florida
$1K +$1K +63 New
SS
583
Sunbelt Securities
Texas
– -$162M -8,912,853 Closed
CCM
584
CWH Capital Management
Washington
– -$11.1M -792,366 Closed
FVWA
585
Foster Victor Wealth Advisors
South Carolina
– -$3.64M -249,141 Closed
VBFG
586
Vishria Bird Financial Group
Tennessee
– -$3.14M -223,131 Closed
UWM
587
USAdvisors Wealth Management
Minnesota
– -$2.14M -152,445 Closed
GPFA
588
Game Plan Financial Advisors
Ohio
– -$1.32M -94,473 Closed
Jane Street
589
Jane Street
New York
– -$1.04M -73,875 Closed
BC
590
Brio Consultants
California
– -$1.01M -72,156 Closed
CWP
591
Capital Wealth Planning
Florida
– -$1.01M -71,535 Closed
PCM
592
Pennsylvania Capital Management
Pennsylvania
– -$888K -68,259 Closed
BC
593
Burleson & Co
California
– -$1.08M -66,033 Closed
OCPWS
594
One Charles Private Wealth Services
Massachusetts
– -$911K -64,824 Closed
SP
595
SWS Partners
Ohio
– -$849K -60,405 Closed
PWSG
596
Pacific Wealth Strategies Group
California
– -$793K -56,442 Closed
TI
597
Trexquant Investment
Connecticut
– -$699K -49,728 Closed
FFBTD
598
First Financial Bank - Trust Division
Ohio
– -$678K -48,240 Closed
DP
599
DDD Partners
Washington
– -$621K -44,211 Closed
IIC
600
Integrated Investment Consultants
Michigan
– -$544K -38,700 Closed
22 23
24
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