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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 %
MA
176
Modus Advisors
Minnesota
$2.63M -$2.72M -154,959 -51%
SDWMA
177
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M +$127K +7,257 +5%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$54.2K -3,096 -2%
NWS
179
Newport Wealth Strategies
California
$2.52M -$758K -43,209 -23%
ABC
180
Associated Banc-Corp
Wisconsin
$2.51M -$109K -6,207 -4%
AWM
181
Argent Wealth Management
Massachusetts
$2.49M +$652K +34,053 +36%
LBC
182
Lowe Brockenbrough & Co
Virginia
$2.48M -$2.23M -126,945 -47%
AOWM
183
Alpha Omega Wealth Management
Virginia
$2.47M +$27.2K +1,551 +1%
AFG
184
Albion Financial Group
Utah
$2.46M -$45.9K -2,616 -2%
FC
185
Forte Capital
New York
$2.45M +$64.7K +3,690 +3%
RDWM
186
Red Door Wealth Management
Tennessee
$2.45M -$445K -25,398 -15%
ISWM
187
Independent Solutions Wealth Management
New York
$2.44M -$127K -7,266 -5%
CCM
188
Condor Capital Management
New Jersey
$2.44M +$16.3K +930 +0.7%
SFA
189
Sequoia Financial Advisors
Ohio
$2.38M +$161K +9,207 +7%
SHJ
190
Sharkey, Howes & Javer
Colorado
$2.34M -$568K -32,361 -20%
RWA
191
River Wealth Advisors
Pennsylvania
$2.31M -$52K -2,967 -2%
ACA
192
Atlas Capital Advisors
Wyoming
$2.29M -$151K -8,586 -6%
MCM
193
Mengis Capital Management
Oregon
$2.26M -$9.57K -546 -0.4%
PA
194
Paracle Advisors
Washington
$2.23M -$97.5K -5,562 -4%
AF
195
Advisornet Financial
Minnesota
$2.22M +$1.09M +62,388 +97%
YWP
196
YorkBridge Wealth Partners
New York
$2.21M +$417K +23,790 +23%
AO
197
Advisor OS
Illinois
$2.19M +$2.19M +125,094 New
IDA
198
Intelligence Driven Advisers
California
$2.18M -$857K -48,867 -28%
AFP
199
Ausdal Financial Partners
Iowa
$2.16M +$345K +19,680 +19%
EFSCE
200
Enterprise Financial Services Corp (EFSC)
Missouri
$2.16M -$31.3K -1,785 -1%
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