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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 %
CGFA
601
Colton Groome Financial Advisors
North Carolina
– -$729K -36,375 Closed
CIBC Private Wealth Group
602
CIBC Private Wealth Group
Georgia
– -$608K -30,330 Closed
JWCA
603
J.W. Cole Advisors
Florida
– -$512K -25,518 Closed
EWM
604
Empirical Wealth Management
Washington
– -$497K -24,771 Closed
MFG
605
MidWestOne Financial Group
Iowa
– -$478K -23,883 Closed
SAM
606
SignalPoint Asset Management
Missouri
– -$449K -22,398 Closed
ZIM
607
Zacks Investment Management
Illinois
– -$441K -22,020 Closed
CRWM
608
Castle Rock Wealth Management
California
– -$447K -21,852 Closed
DFG
609
DWM Financial Group
Illinois
– -$415K -20,700 Closed
BFG
610
Bouchey Financial Group
New York
– -$362K -18,045 Closed
SC
611
Slow Capital
California
– -$359K -17,901 Closed
CA
612
Continuum Advisory
Idaho
– -$340K -16,959 Closed
SW
613
SteelPeak Wealth
California
– -$338K -16,848 Closed
MCWS
614
McKinley Carter Wealth Services
West Virginia
– -$330K -16,473 Closed
CIA
615
Capital Investment Advisors
Georgia
– -$325K -16,197 Closed
PFA
616
Pathway Financial Advisors
Vermont
– -$317K -15,468 Closed
CRC
617
Curi RMB Capital
Illinois
– -$307K -15,294 Closed
BFPW
618
BOK Financial Private Wealth
Colorado
– -$298K -14,871 Closed
NL
619
NWAM LLC
Washington
– -$295K -14,736 Closed
MPW
620
MA Private Wealth
California
– -$287K -14,313 Closed
NF
621
Nikulski Financial
Iowa
– -$282K -14,010 Closed
SWPG
622
Strategic Wealth Partners Group
Illinois
– -$269K -13,401 Closed
LA
623
LexAurum Advisors
Kansas
– -$261K -13,038 Closed
SCA
624
Stillwater Capital Advisors
Pennsylvania
– -$259K -12,915 Closed
AP
625
Appleton Partners
Massachusetts
– -$248K -12,363 Closed
23 24
25
26 27