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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
FormulaFolio Investments
Michigan
$70.1M
2
Ameriprise
Ameriprise
Minnesota
$83.9M
3
Financial Engines Advisors
Financial Engines Advisors
California
$204M
4
AWS
AJ Wealth Strategies
New York
$26.6M
5
HighTower Advisors
HighTower Advisors
Illinois
$79.2M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$24.2M
2
SS
Sunbelt Securities
Texas
$0
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$58.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.6M
5
CCM
CWH Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
126
Johnson Investment Counsel
Ohio
$4.59M +$772K +44,004 +20%
AIM
127
Anchor Investment Management
South Carolina
$4.56M -$474 -27 -0%
HWA
128
Hilltop Wealth Advisors
North Carolina
$4.49M +$4.49M +256,215 New
FANJ
129
Financial Architects (New Jersey)
New Jersey
$4.37M +$464K +26,439 +12%
NDSI
130
Newman Dignan & Sheerar Inc
Rhode Island
$4.36M -$82.5K -4,458 -2%
APW
131
Aurora Private Wealth
New Jersey
$4.35M -$3.15M -179,694 -42%
PAG
132
Pinnacle Advisory Group
Maryland
$4.25M +$147K +8,361 +4%
EE
133
EWG Elevate
California
$4.25M +$53.9K +3,072 +1%
JWS
134
Juncture Wealth Strategies
Arizona
$4.23M -$308K -17,547 -7%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$4.13M +$908K +51,774 +28%
ACWM
136
Adams Chetwood Wealth Management
North Carolina
$4.13M -$3.42K -195 -0.1%
WMG
137
WESCAP Management Group
California
$4.13M -$1.16M -66,000 -22%
SWM
138
Sculati Wealth Management
Michigan
$4.07M -$177K -10,080 -4%
PFA
139
Pure Financial Advisors
California
$4.07M +$510K +29,064 +14%
BDF
140
Black Diamond Financial
Maryland
$4.04M -$1.61M -92,046 -29%
TFS
141
TrustCore Financial Services
Tennessee
$3.82M -$482K -27,480 -11%
APSP
142
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.76M +$314K +17,916 +9%
BP
143
Broadleaf Partners
Ohio
$3.71M -$57.9K -3,300 -2%
CWA
144
Carolina Wealth Advisors
South Carolina
$3.68M +$41.8K +2,385 +1%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$3.61M -$2.03M -115,770 -36%
GCA
146
Gradient Capital Advisors
California
$3.6M -$45K -2,568 -1%
CA
147
Capital Advantage
California
$3.59M -$22.1K -1,257 -0.6%
MIS
148
Morningstar Investment Services
Illinois
$3.53M +$3.53M +204,078 New
TYCC
149
Texas Yale Capital Corp
Florida
$3.51M +$221K +12,579 +7%
SAM
150
Smithbridge Asset Management
Pennsylvania
$3.51M -$128K -7,275 -4%
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