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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 %
LFS
51
Lutz Financial Services
Nebraska
$11M +$10.8M +767,706 +4,269%
FWM
52
Filbrandt Wealth Management
Wisconsin
$10.9M +$1.14M +81,465 +12%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$10.8M +$784K +55,821 +8%
BCMO
54
Buckingham Capital Management (Ohio)
Ohio
$10.8M -$811K -57,732 -7%
FC
55
Financial Consulate
Maryland
$10.8M -$8.85M -629,457 -45%
MAG
56
Mokosak Advisory Group
Iowa
$10.3M +$1.23M +87,630 +14%
SIC
57
Salem Investment Counselors
North Carolina
$10.3M -$93.9K -6,684 -0.9%
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$10.1M -$395K -28,101 -4%
PEA
59
Pacific Edge Advisors
California
$10.1M +$3.05M +216,765 +43%
CAN
60
Cetera Advisor Networks
California
$9.88M +$1.15M +81,750 +13%
MAM
61
Marquette Asset Management
Minnesota
$9.85M +$1.66M +118,164 +20%
MI
62
Moneywise Inc
Virginia
$9.81M +$308K +21,942 +3%
BWM
63
BerganKDV Wealth Management
Minnesota
$9.77M +$1.42M +100,926 +17%
LF
64
Lee Financial
Texas
$9.51M +$108K +7,671 +1%
OFG
65
Omega Financial Group
California
$9.28M -$94.3K -6,708 -1%
GAM
66
Gemmer Asset Management
California
$8.77M -$67K -4,767 -0.8%
DP
67
Denver PWM
Colorado
$8.66M -$944K -71,007 -10%
IA
68
IFP Advisors
Florida
$8.62M +$78.9K +5,472 +0.9%
TCM
69
Tradewinds Capital Management
Washington
$8.61M +$3.22M +229,344 +60%
CWM
70
Campbell Wealth Management
Virginia
$8.35M -$3.11M -221,412 -27%
EGWAG
71
Elwood & Goetz Wealth Advisory Group
Georgia
$7.83M +$625K +44,502 +9%
BSB
72
Bangor Savings Bank
Maine
$7.83M +$750K +53,370 +11%
CCFM
73
Clear Creek Financial Management
Washington
$7.77M -$389K -25,926 -5%
ODCM
74
Old Dominion Capital Management
Virginia
$7.75M +$76.1K +5,415 +1%
PAG
75
Private Advisor Group
New Jersey
$7.63M +$1.77M +126,207 +30%
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