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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 %
BAC
601
Boys Arnold & Co
North Carolina
– -$500K -35,577 Closed
AAS
602
Avantax Advisory Services
Texas
– -$487K -34,716 Closed
Citadel Advisors
603
Citadel Advisors
Florida
– -$445K -31,683 Closed
IWS
604
Insight Wealth Strategies
California
– -$268K -19,089 Closed
PCA
605
Personal Capital Advisors
California
– -$235K -18,567 Closed
RBC
606
Roble Belko & Company
Pennsylvania
– -$258K -18,369 Closed
Renaissance Technologies
607
Renaissance Technologies
New York
– -$253K -18,000 Closed
CAM
608
Cresset Asset Management
Illinois
– -$232K -16,476 Closed
VBFP
609
Valtinson Bruner Financial Planning
Minnesota
– -$254K -16,296 Closed
SWM
610
Segment Wealth Management
Texas
– -$219K -15,600 Closed
WANY
611
Wealthspire Advisors (New York)
New York
– -$215K -15,300 Closed
WAM
612
Wealthspire Advisors (Maryland)
Maryland
– -$209K -14,898 Closed
BFM
613
Boston Financial Management
Massachusetts
– -$206K -14,637 Closed
OAM
614
Oppenheimer Asset Management
New York
– -$103K -7,326 Closed
PCA
615
Providence Capital Advisors
North Carolina
– -$68K -4,845 Closed
SF
616
Synovus Financial
Georgia
– -$40K -2,838 Closed
CAN
617
Claraphi Advisory Network
United States
– -$30K -2,100 Closed
PC
618
Permanens Capital
New York
– -$28K -1,989 Closed
JPMorgan Chase & Co
619
JPMorgan Chase & Co
New York
– -$17K -1,209 Closed
EWM
620
EPG Wealth Management
Georgia
– -$15K -1,095 Closed
AF
621
Allworth Financial
California
– -$15K -1,068 Closed
DWM
622
Darwin Wealth Management
Florida
– -$10K -765 Closed
NSIM
623
North Star Investment Management
Illinois
– -$10K -720 Closed
KFI
624
Key Financial Inc
Pennsylvania
– -$9K -654 Closed
GSWM
625
Golden State Wealth Management
California
– -$4K -279 Closed
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