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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 %
AWA
176
Acorn Wealth Advisors
Michigan
$2.15M -$643K -46,221 -23%
UWM
177
USAdvisors Wealth Management
Minnesota
$2.14M -$3.2M -227,769 -60%
SBL
178
Sargent Bickham Lagudis
Colorado
$2.12M +$583K +41,475 +38%
PWA
179
Providence Wealth Advisors
Illinois
$2.11M +$55.2K +4,080 +3%
ABC
180
Associated Banc-Corp
Wisconsin
$2.1M +$2.1M +149,262 New
PFT
181
Providence First Trust
Arizona
$2.07M +$126 +9 +0%
BBPWM
182
Blue Bell Private Wealth Management
Pennsylvania
$2.07M -$69.2K -4,923 -3%
ISWM
183
Independent Solutions Wealth Management
New York
$2.06M +$55.4K +3,945 +3%
BA
184
Bristlecone Advisors
Washington
$2.05M -$2.16M -153,969 -51%
BFEC
185
Benjamin F. Edwards & Company
Missouri
$2.02M +$131K +9,330 +7%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$2.02M +$2.02M +143,727 New
AFG
187
Albion Financial Group
Utah
$2.01M -$113K -8,058 -5%
MWA
188
MFA Wealth Advisors
Pennsylvania
$1.97M +$1.81M +128,214 +1,087%
IAP
189
Indie Asset Partners
Indiana
$1.97M -$1.04M -73,731 -35%
ACA
190
Atlas Capital Advisors
Wyoming
$1.96M +$1.09M +77,487 +125%
AOWM
191
Alpha Omega Wealth Management
Virginia
$1.96M +$16.9K +1,203 +0.9%
SDWMA
192
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.95M -$418K -29,739 -18%
CCM
193
Condor Capital Management
New Jersey
$1.94M +$1.14K +81 +0.1%
FC
194
Forte Capital
New York
$1.91M -$18.8K -1,338 -1%
KTC
195
Kistler-Tiffany Companies
Pennsylvania
$1.9M – – –
HB
196
Homrich & Berg
Georgia
$1.9M -$46K -3,276 -2%
RWA
197
River Wealth Advisors
Pennsylvania
$1.9M -$458K -32,604 -19%
PA
198
Paracle Advisors
Washington
$1.86M +$1.86M +132,495 New
MCM
199
Mengis Capital Management
Oregon
$1.82M +$142K +10,113 +8%
LWAC
200
Laurel Wealth Advisors (California)
California
$1.81M -$2.06M -146,448 -53%
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