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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 %
AAIM
76
Asset Advisors Investment Management
Georgia
$7.55M +$34.2K +2,433 +0.5%
TSWM
77
Triangle Securities Wealth Management
North Carolina
$7.3M -$788K -56,055 -10%
PIMG
78
Patriot Investment Management Group
Tennessee
$7.27M +$625K +44,460 +9%
WTC
79
WhitTier Trust Company
Nevada
$7.16M -$995K -70,821 -12%
VNA
80
Valley National Advisers
Pennsylvania
$7.01M -$327K -23,283 -4%
SFG
81
Sage Financial Group
Pennsylvania
$6.88M -$1.28M -90,789 -16%
MFGP
82
Marshall Financial Group (Pennsylvania)
Pennsylvania
$6.87M -$1.14M -80,874 -14%
RJA
83
Raymond James & Associates
Florida
$6.78M -$11.3M -800,703 -62%
CFMC
84
Curbstone Financial Management Corp
New Hampshire
$6.68M -$226K -16,110 -3%
AMG
85
Asset Management Group
Connecticut
$6.67M +$186K +13,242 +3%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$6.58M -$1.44M -108,438 -18%
NCM
87
Northwest Capital Management
Oregon
$6.4M +$324K +23,082 +5%
Goldman Sachs
88
Goldman Sachs
New York
$6.32M +$4.19M +297,978 +196%
SJIM
89
St. Johns Investment Management
Florida
$6.09M -$1.31M -93,162 -18%
SWRP
90
Summit Wealth & Retirement Planning
California
$6.04M -$1.01M -71,619 -14%
APW
91
Aurora Private Wealth
New Jersey
$6.01M +$2.25M +160,341 +60%
MWP
92
Meridian Wealth Partners
Pennsylvania
$5.87M +$92.6K +6,591 +2%
LIM
93
Lathrop Investment Management
Arkansas
$5.81M -$110K -7,845 -2%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$5.79M +$5.79M +411,948 New
PFM
95
Peak Financial Management
Massachusetts
$5.75M +$561K +39,942 +11%
NSAM
96
North Star Asset Management
Wisconsin
$5.71M +$1.31M +93,114 +30%
CCA
97
Clearwater Capital Advisors
Illinois
$5.7M +$390K +27,768 +7%
BCA
98
Biltmore Capital Advisors
New Jersey
$5.62M +$456K +32,448 +9%
DC
99
Davenport & Co
Virginia
$5.45M +$785K +55,833 +17%
AWMG
100
Alliance Wealth Management Group
New Jersey
$5.36M -$312K -22,200 -5%
2 3
4
5 6