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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 %
PFA
151
Pure Financial Advisors
California
$2.85M +$2.85M +203,007 New
RCA
152
Reitz Capital Advisors
Michigan
$2.77M -$700K -49,812 -20%
APSP
153
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.76M +$9.95K +708 +0.4%
BAM
154
Berkshire Asset Management
Pennsylvania
$2.76M +$382K +27,165 +16%
TYCC
155
Texas Yale Capital Corp
Florida
$2.64M -$1.56M -110,820 -37%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$2.59M +$1.23M +87,810 +91%
Stifel Financial
157
Stifel Financial
Missouri
$2.56M +$1.49M +106,278 +140%
JWBC
158
John W. Brooker & Co
California
$2.53M +$102K +7,260 +4%
ACM
159
AlphaStar Capital Management
North Carolina
$2.49M +$693K +47,631 +38%
EW
160
Element Wealth
Mississippi
$2.47M -$18.5K -1,320 -0.7%
IDA
161
Intelligence Driven Advisers
California
$2.43M -$342K -24,366 -12%
KCPG
162
Kavar Capital Partners Group
Kansas
$2.41M -$156K -11,067 -6%
WAS
163
Wealth Advisory Solutions
Indiana
$2.39M +$744K +52,980 +45%
GCP
164
Gill Capital Partners
Colorado
$2.37M +$2.37M +168,651 New
BPA
165
Beacon Pointe Advisors
California
$2.35M +$528K +37,638 +29%
SPA
166
Sentinel Pension Advisors
Massachusetts
$2.34M +$629K +44,757 +37%
SHJ
167
Sharkey, Howes & Javer
Colorado
$2.33M -$3.96M -282,117 -63%
RDWM
168
Red Door Wealth Management
Tennessee
$2.32M +$216K +15,366 +10%
IWMA
169
Ironwood Wealth Management (Arizona)
Arizona
$2.3M -$1.68M -119,211 -42%
COF
170
Capital One Financial
Virginia
$2.27M +$2.27M +161,322 New
SL
171
Systelligence LLC
Minnesota
$2.25M -$2.38M -169,080 -51%
CWM
172
Confluence Wealth Management
Oregon
$2.25M +$1.82M +129,165 +422%
CWM
173
Chesapeake Wealth Management
Virginia
$2.22M +$68.3K +4,860 +3%
QAM
174
QCI Asset Management
New York
$2.18M +$107K +7,593 +5%
WSTAM
175
Wilbanks Smith & Thomas Asset Management
Virginia
$2.17M +$72.4K +5,154 +3%
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