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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 %
TCM
101
Towercrest Capital Management
Pennsylvania
$5.36M -$312K -22,200 -5%
KF
102
Krilogy Financial
Missouri
$5.22M +$1.21M +86,286 +30%
RRC
103
Relaxing Retirement Coach
Massachusetts
$5.17M -$334K -23,766 -6%
CCM
104
Colorado Capital Management
Colorado
$5.15M +$1.09M +77,793 +27%
EVM
105
Eaton Vance Management
Massachusetts
$4.84M -$8.43K -600 -0.2%
PAI
106
Pittenger & Anderson Inc
Nebraska
$4.83M -$83.9K -5,973 -2%
ECM
107
Exchange Capital Management
Michigan
$4.73M -$199K -14,172 -4%
PR
108
Payden & Rygel
California
$4.68M +$4.68M +332,700 New
BDF
109
Black Diamond Financial
Maryland
$4.53M -$138K -9,840 -3%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$4.52M -$470K -33,441 -9%
CMP
111
Courage Miller Partners
Virginia
$4.49M +$336K +23,943 +8%
MA
112
Modus Advisors
Minnesota
$4.28M -$33.4K -2,376 -0.8%
WMG
113
WESCAP Management Group
California
$4.23M -$1.05M -74,769 -20%
ACA
114
Affinity Capital Advisors
California
$4.17M -$290K -18,927 -7%
CFIA
115
Cantor Fitzgerald Investment Advisors
New York
$4.13M +$1.67M +119,025 +68%
EWA
116
Exencial Wealth Advisors
Oklahoma
$4.08M +$683K +48,591 +20%
MAS
117
Madden Advisory Services
Florida
$4.06M +$2.4M +170,781 +145%
IWP
118
IAG Wealth Partners
Wisconsin
$4.02M -$829K -58,986 -17%
RWA
119
Redhawk Wealth Advisors
Minnesota
$4.01M +$67.7K +4,818 +2%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$3.99M -$477K -33,912 -11%
ACWM
121
Adams Chetwood Wealth Management
North Carolina
$3.87M +$70.5K +4,296 +2%
WPA
122
West Paces Advisors
Georgia
$3.86M +$3.84M +273,255 +18,217%
LBC
123
Lowe Brockenbrough & Co
Virginia
$3.77M -$401K -28,530 -10%
ATWA
124
Arbor Trust Wealth Advisors
Michigan
$3.71M +$127K +9,066 +4%
AIM
125
Anchor Investment Management
South Carolina
$3.66M -$280K -19,959 -7%
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5
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