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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
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 %
PIMG
76
Patriot Investment Management Group
Tennessee
$9.08M +$3.05K +174 +0%
AAIM
77
Asset Advisors Investment Management
Georgia
$8.61M -$816K -46,506 -9%
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$8.6M +$262K +14,940 +3%
SJIM
79
St. Johns Investment Management
Florida
$8.5M +$895K +51,054 +12%
TCM
80
Towercrest Capital Management
Pennsylvania
$8.43M +$1.73M +98,667 +26%
AWMG
81
Alliance Wealth Management Group
New Jersey
$8.43M +$1.73M +98,667 +26%
IA
82
IFP Advisors
Florida
$8.39M -$1.98M -114,066 -19%
AMG
83
Asset Management Group
Connecticut
$8.36M +$44.8K +2,553 +0.5%
SFG
84
Sage Financial Group
Pennsylvania
$8.36M -$234K -13,314 -3%
MFGP
85
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.32M -$255K -14,526 -3%
BCA
86
Biltmore Capital Advisors
New Jersey
$8.31M +$1.3M +73,974 +18%
NCM
87
Northwest Capital Management
Oregon
$8.28M +$290K +16,518 +4%
Goldman Sachs
88
Goldman Sachs
New York
$8.1M +$207K +11,784 +3%
RJA
89
Raymond James & Associates
Florida
$7.9M -$565K -32,190 -7%
FNC
90
First National Corp
Massachusetts
$7.85M +$900K +51,312 +13%
NSAM
91
North Star Asset Management
Wisconsin
$7.83M +$704K +40,116 +10%
Truist Financial
92
Truist Financial
North Carolina
$7.7M +$6.29M +358,323 +444%
SL
93
Systelligence LLC
Minnesota
$7.41M +$4.6M +262,137 +164%
SWRP
94
Summit Wealth & Retirement Planning
California
$7.34M -$197K -11,226 -3%
VNA
95
Valley National Advisers
Pennsylvania
$7.25M -$1.49M -85,209 -17%
IAS
96
IMA Advisory Services
Colorado
$7.24M +$3.07M +174,798 +73%
LIM
97
Lathrop Investment Management
Arkansas
$7.18M -$63.6K -3,624 -0.9%
DC
98
Davenport & Co
Virginia
$7.15M +$346K +19,713 +5%
PFM
99
Peak Financial Management
Massachusetts
$7.13M -$45.3K -2,583 -0.6%
EWA
100
Exencial Wealth Advisors
Oklahoma
$7.01M +$1.92M +109,218 +38%
2 3
4
5 6