SCHM icon

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
+$216M
2
SS
Sunbelt Securities
Texas
+$160M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$24.2M
5
AA
Advisory Alpha
Michigan
+$14M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42.9M
2
SWA
SFMG Wealth Advisors
Texas
-$33.9M
3
MF
Manchester Financial
California
-$19.8M
4
FMP
Financial Management Professionals
Texas
-$19.8M
5
FI
FormulaFolio Investments
Michigan
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
201
Sequoia Financial Advisors
Ohio
$1.78M +$51.7K +3,681 +3%
EFSCE
202
Enterprise Financial Services Corp (EFSC)
Missouri
$1.76M -$69K -4,908 -4%
FHB
203
First Hawaiian Bank
Hawaii
$1.72M -$112K -8,004 -6%
SWM
204
Stockman Wealth Management
Montana
$1.71M -$69.9K -4,974 -4%
JWA
205
JFS Wealth Advisors
Pennsylvania
$1.71M -$283K -20,121 -14%
DCM
206
DeGreen Capital Management
Arizona
$1.69M +$216K +15,366 +15%
HI
207
Hudock Inc
Pennsylvania
$1.67M +$92.3K +6,573 +6%
PCMC
208
Private Capital Management (Colorado)
Colorado
$1.66M -$339K -24,141 -17%
SIA
209
Starfire Investment Advisers
Michigan
$1.63M -$522K -37,176 -24%
PWM
210
Provident Wealth Management
Tennessee
$1.62M +$29.1K +2,073 +2%
BA
211
Ballast Advisors
Minnesota
$1.59M -$92.3K -6,570 -5%
B
212
Brightworth
Georgia
$1.57M -$93.1K -6,627 -6%
LCM
213
Leisure Capital Management
California
$1.57M -$1.87M -132,753 -54%
SWM
214
SeaCrest Wealth Management
New York
$1.56M -$108K -7,719 -7%
AFP
215
Ausdal Financial Partners
Iowa
$1.56M +$214K +14,238 +16%
JPLA
216
Joseph P. Lucia & Associates
New York
$1.55M -$57.4K -4,083 -4%
WIC
217
Whitegate Investment Counselors
New Hampshire
$1.53M -$104K -7,395 -6%
AL
218
Aspiriant LLC
California
$1.49M -$301K -21,438 -17%
SSWM
219
Sheets Smith Wealth Management
North Carolina
$1.49M +$818K +58,236 +122%
CA
220
Cetera Advisors
Colorado
$1.49M -$74.6K -5,310 -5%
RC
221
Roundview Capital
New Jersey
$1.48M -$37.7K -2,685 -2%
CHA
222
Carmichael Hill & Associates
Maryland
$1.45M -$97.1K -6,912 -6%
YWP
223
YorkBridge Wealth Partners
New York
$1.44M -$23.9K -1,698 -2%
BC
224
Barnett & Company
Tennessee
$1.44M +$159K +11,328 +12%
BIA
225
Bigelow Investment Advisors
Maine
$1.41M +$43.6K +3,105 +3%
7 8
9
10 11