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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 %
MWP
101
Meridian Wealth Partners
Pennsylvania
$6.95M -$376K -21,447 -5%
TCM
102
Tradewinds Capital Management
Washington
$6.66M -$4.09M -232,908 -38%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$6.47M -$759K -43,269 -11%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$6.31M -$2.37M -135,396 -27%
KF
105
Krilogy Financial
Missouri
$6.3M -$215K -12,255 -3%
TLP
106
Trinity Legacy Partners
Texas
$6.28M +$1.66M +93,444 +36%
VWA
107
Visionary Wealth Advisors
Illinois
$6.09M +$5.23M +298,365 +614%
PAI
108
Pittenger & Anderson Inc
Nebraska
$6.04M +$13.4K +762 +0.2%
RRC
109
Relaxing Retirement Coach
Massachusetts
$5.99M -$464K -26,427 -7%
CCA
110
Clearwater Capital Advisors
Illinois
$5.96M -$1.16M -66,354 -16%
EVM
111
Eaton Vance Management
Massachusetts
$5.9M -$133K -7,578 -2%
FWP
112
FAS Wealth Partners
Kansas
$5.89M +$1.78M +101,295 +43%
PR
113
Payden & Rygel
California
$5.85M +$10.4K +594 +0.2%
LCC
114
Lincoln Capital Corp
Rhode Island
$5.83M +$149K +8,502 +3%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$5.63M +$4.3M +245,010 +322%
ECM
116
Exchange Capital Management
Michigan
$5.55M -$349K -19,875 -6%
CMP
117
Courage Miller Partners
Virginia
$5.5M -$114K -6,492 -2%
BAM
118
Berkshire Asset Management
Pennsylvania
$5.31M +$1.87M +106,641 +54%
CFIA
119
Cantor Fitzgerald Investment Advisors
New York
$5.17M +$17.5K +999 +0.3%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$5.11M +$134K +7,665 +3%
RWA
121
Redhawk Wealth Advisors
Minnesota
$5.09M +$83.3K +4,749 +2%
CCM
122
Colorado Capital Management
Colorado
$4.99M -$1.42M -81,108 -22%
ACA
123
Affinity Capital Advisors
California
$4.98M +$213K +12,156 +4%
BSAM
124
Blue Square Asset Management
New York
$4.86M -$869K -49,569 -15%
ATWA
125
Arbor Trust Wealth Advisors
Michigan
$4.66M +$30.5K +1,737 +0.7%
3 4
5
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