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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
Creative Planning
Kansas
$230M
2
SS
Sunbelt Securities
Texas
$162M
3
HighTower Advisors
HighTower Advisors
Illinois
$49.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
$134M
5
AA
Advisory Alpha
Michigan
$21M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.6M
2
SWA
SFMG Wealth Advisors
Texas
$0
3
MF
Manchester Financial
California
$673K
4
FMP
Financial Management Professionals
Texas
$6K
5
FI
FormulaFolio Investments
Michigan
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
626
Dynamic Advisor Solutions
Arizona
– -$248K -12,351 Closed
TPW
627
Tiller Private Wealth
Pennsylvania
– -$244K -12,150 Closed
HIM
628
Harbour Investment Management
Washington
– -$241K -12,039 Closed
AWM
629
AE Wealth Management
Kansas
– -$234K -11,658 Closed
ATPW
630
Ashton Thomas Private Wealth
Arizona
– -$233K -11,616 Closed
RBCM
631
Raub Brock Capital Management
California
– -$233K -11,601 Closed
APSI
632
Asset Planning Services Inc
Louisiana
– -$229K -11,436 Closed
ACA
633
Ackerman Capital Advisors
Texas
– -$229K -11,403 Closed
GA
634
Gateway Advisory
New Jersey
– -$224K -11,187 Closed
FC
635
Fusion Capital
South Carolina
– -$223K -11,142 Closed
RWM
636
RBA Wealth Management
California
– -$222K -11,034 Closed
DCM
637
Donaldson Capital Management
Indiana
– -$221K -11,013 Closed
AWM
638
Apollon Wealth Management
South Carolina
– -$220K -10,857 Closed
KP
639
Keel Point
Alabama
– -$217K -10,827 Closed
RWM
640
Ritholtz Wealth Management
New York
– -$213K -10,608 Closed
PWS
641
Peloton Wealth Strategists
Indiana
– -$213K -10,599 Closed
SFG
642
SNS Financial Group
Minnesota
– -$210K -10,494 Closed
MCP
643
Mirador Capital Partners
California
– -$207K -10,302 Closed
Bank of New York Mellon
644
Bank of New York Mellon
New York
– -$205K -10,200 Closed
GF
645
Goodman Financial
Texas
– -$202K -10,065 Closed
CBFP
646
Cedar Brook Financial Partners
Ohio
– -$201K -10,044 Closed
RW
647
REDW Wealth
New Mexico
– -$200K -9,972 Closed
MWP
648
MYCIO Wealth Partners
Pennsylvania
– -$189K -9,420 Closed
CAGAS
649
Capital Advisory Group Advisory Services
Minnesota
– -$189K -9,381 Closed
RIA
650
Realta Investment Advisors
Delaware
– -$129K -6,603 Closed
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