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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
Creative Planning
Kansas
$230M
2
SS
Sunbelt Securities
Texas
$162M
3
HighTower Advisors
HighTower Advisors
Illinois
$49.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
$134M
5
AA
Advisory Alpha
Michigan
$21M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.6M
2
SWA
SFMG Wealth Advisors
Texas
$0
3
MF
Manchester Financial
California
$673K
4
FMP
Financial Management Professionals
Texas
$6K
5
FI
FormulaFolio Investments
Michigan
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$3.64M +$28.2K +1,932 +0.8%
JWS
127
Juncture Wealth Strategies
Arizona
$3.64M +$1.99M +141,561 +121%
NDSI
128
Newman Dignan & Sheerar Inc
Rhode Island
$3.54M -$732K -49,617 -17%
TLP
129
Trinity Legacy Partners
Texas
$3.48M -$4.27M -320,055 -55%
TFS
130
TrustCore Financial Services
Tennessee
$3.44M +$399K +28,413 +13%
SWM
131
Sculati Wealth Management
Michigan
$3.4M +$10.2K +726 +0.3%
EE
132
EWG Elevate
California
$3.36M +$1.03M +73,614 +45%
IAS
133
IMA Advisory Services
Colorado
$3.35M +$633K +45,015 +23%
FWP
134
FAS Wealth Partners
Kansas
$3.29M +$508K +36,132 +18%
PA
135
Planning Alternatives
Michigan
$3.29M +$66.9K +4,761 +2%
PAG
136
Pinnacle Advisory Group
Maryland
$3.29M +$548K +38,994 +20%
CA
137
Capital Advantage
California
$3.15M +$368K +24,066 +13%
VBFG
138
Vishria Bird Financial Group
Tennessee
$3.14M +$100K +7,137 +3%
FANJ
139
Financial Architects (New Jersey)
New Jersey
$3.13M +$396K +28,203 +15%
JIC
140
Johnson Investment Counsel
Ohio
$3.06M -$2.11M -150,276 -41%
SFWC
141
Strategic Family Wealth Counselors
New Jersey
$3.03M +$333K +23,724 +12%
CFA
142
Cahill Financial Advisors
Minnesota
$3.03M +$137K +9,762 +5%
BP
143
Broadleaf Partners
Ohio
$3.02M +$87.1K +6,201 +3%
ASN
144
Advisory Services Network
Georgia
$2.97M -$122K -8,652 -4%
BAMG
145
Brand Asset Management Group
Missouri
$2.93M +$659K +46,854 +29%
GCA
146
Gradient Capital Advisors
California
$2.92M +$216K +15,384 +8%
Bank of America
147
Bank of America
North Carolina
$2.92M -$4.75M -337,854 -62%
SAM
148
Smithbridge Asset Management
Pennsylvania
$2.92M +$114K +8,106 +4%
CWA
149
Carolina Wealth Advisors
South Carolina
$2.91M +$401K +28,536 +16%
NWS
150
Newport Wealth Strategies
California
$2.86M -$405K -26,514 -12%
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