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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 %
ASN
151
Advisory Services Network
Georgia
$3.49M -$224K -12,771 -6%
SFWC
152
Strategic Family Wealth Counselors
New Jersey
$3.42M -$367K -20,931 -10%
CWM
153
Confluence Wealth Management
Oregon
$3.38M +$573K +32,682 +20%
RCA
154
Reitz Capital Advisors
Michigan
$3.31M -$148K -8,463 -4%
AI
155
Atria Investments
North Carolina
$3.3M +$3.3M +188,031 New
PA
156
Planning Alternatives
Michigan
$3.27M -$834K -47,556 -20%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$3.23M +$707K +40,293 +28%
JWBC
158
John W. Brooker & Co
California
$3.22M +$64K +3,648 +2%
B
159
Brightworth
Georgia
$3.18M +$1.22M +69,411 +62%
EW
160
Element Wealth
Mississippi
$3.15M +$64.5K +3,675 +2%
QAM
161
QCI Asset Management
New York
$3.13M +$409K +23,295 +15%
WAS
162
Wealth Advisory Solutions
Indiana
$3.12M +$145K +8,283 +5%
WTC
163
WhitTier Trust Company
Nevada
$3.11M -$5.83M -332,301 -65%
KCPG
164
Kavar Capital Partners Group
Kansas
$3.09M +$71.8K +4,095 +2%
AWA
165
Acorn Wealth Advisors
Michigan
$2.93M +$220K +12,558 +8%
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$2.91M +$1.95M +111,225 +204%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$2.9M +$377K +21,498 +15%
GCP
168
Gill Capital Partners
Colorado
$2.87M -$85.2K -4,860 -3%
Bank of America
169
Bank of America
North Carolina
$2.85M -$793K -45,234 -22%
SBL
170
Sargent Bickham Lagudis
Colorado
$2.79M +$141K +8,022 +5%
BAMG
171
Brand Asset Management Group
Missouri
$2.75M -$912K -51,969 -25%
ACM
172
AlphaStar Capital Management
North Carolina
$2.75M -$347K -19,227 -11%
SPA
173
Sentinel Pension Advisors
Massachusetts
$2.71M -$213K -12,129 -7%
PWA
174
Providence Wealth Advisors
Illinois
$2.7M -$39.1K -2,232 -1%
WSTAM
175
Wilbanks Smith & Thomas Asset Management
Virginia
$2.65M -$53.9K -3,072 -2%
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