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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.

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
1
FormulaFolio Investments
Michigan
$70.1M
2
Ameriprise
2
Ameriprise
Minnesota
$83.9M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$204M
4
AWS
4
AJ Wealth Strategies
New York
$26.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$79.2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24.2M
2
SS
2
Sunbelt Securities
Texas
$0
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$58.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$21.6M
5
CCM
5
CWH Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BerganKDV Wealth Management
Minnesota
$13.5M +$1.28M +73,119 +11%
Wells Fargo
52
Wells Fargo
California
$13.4M -$1.93M -109,989 -13%
SFS
53
Summit Financial Strategies
Ohio
$13.3M -$565K -32,190 -4%
MFT
54
Moisand Fitzgerald Tamayo
Florida
$13.3M -$217K -12,369 -2%
MAG
55
Mokosak Advisory Group
Iowa
$13.2M +$290K +16,494 +2%
MI
56
Moneywise Inc
Virginia
$13M +$756K +43,113 +6%
CAN
57
Cetera Advisor Networks
California
$13M +$635K +36,180 +5%
SIC
58
Salem Investment Counselors
North Carolina
$12.9M +$11.9K +678 +0.1%
LIM
59
Leavell Investment Management
Alabama
$12.3M -$1.74M -99,147 -12%
CCFM
60
Clear Creek Financial Management
Washington
$12.2M +$3.09M +176,214 +34%
Fiera Capital (Canada)
61
Fiera Capital (Canada)
Quebec, Canada
$12.1M -$543K -30,930 -4%
FC
62
Financial Consulate
Maryland
$11.7M -$1.82M -103,578 -13%
DP
63
Denver PWM
Colorado
$11.7M +$245K +13,962 +2%
CWM
64
Campbell Wealth Management
Virginia
$11.5M +$1.05M +59,688 +10%
OFG
65
Omega Financial Group
California
$11.4M -$226K -12,876 -2%
MAM
66
Marquette Asset Management
Minnesota
$11.3M -$1.02M -58,341 -8%
GAM
67
Gemmer Asset Management
California
$10.6M -$348K -19,866 -3%
EGWAG
68
Elwood & Goetz Wealth Advisory Group
Georgia
$10.4M +$608K +34,677 +6%
BSB
69
Bangor Savings Bank
Maine
$9.59M -$174K -9,936 -2%
ODCM
70
Old Dominion Capital Management
Virginia
$9.55M -$120K -6,837 -1%
PAG
71
Private Advisor Group
New Jersey
$9.45M -$74.4K -4,239 -0.8%
LFS
72
Lutz Financial Services
Nebraska
$9.33M -$4.46M -254,067 -32%
LF
73
Lee Financial
Texas
$9.32M -$2.55M -145,548 -21%
TSWM
74
Triangle Securities Wealth Management
North Carolina
$9.21M +$99.8K +5,691 +1%
PEA
75
Pacific Edge Advisors
California
$9.15M -$3.42M -195,120 -27%
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