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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 %
KIA
201
KCM Investment Advisors
California
$2.15M +$850K +48,465 +65%
FHB
202
First Hawaiian Bank
Hawaii
$2.14M – – –
SWM
203
Stockman Wealth Management
Montana
$2.14M – – –
LWAC
204
Laurel Wealth Advisors (California)
California
$2.12M -$132K -7,530 -6%
CFA
205
Cahill Financial Advisors
Minnesota
$2.1M -$1.68M -95,997 -45%
IWMA
206
Ironwood Wealth Management (Arizona)
Arizona
$2.07M -$806K -45,924 -28%
Stifel Financial
207
Stifel Financial
Missouri
$2.06M -$1.14M -64,824 -36%
SIA
208
Starfire Investment Advisers
Michigan
$2.04M +$2.95K +168 +0.1%
MAS
209
Madden Advisory Services
Florida
$2M -$3.07M -174,864 -61%
COF
210
Capital One Financial
Virginia
$1.99M -$839K -47,817 -30%
DCM
211
DeGreen Capital Management
Arizona
$1.98M -$129K -7,329 -6%
PCMC
212
Private Capital Management (Colorado)
Colorado
$1.98M -$93.9K -5,352 -5%
HB
213
Homrich & Berg
Georgia
$1.95M -$421K -24,000 -18%
CA
214
Cetera Advisors
Colorado
$1.94M +$86.2K +4,914 +5%
WIC
215
Whitegate Investment Counselors
New Hampshire
$1.92M +$6.79K +387 +0.4%
PWM
216
Provident Wealth Management
Tennessee
$1.91M -$114K -6,483 -6%
CCM
217
Cribstone Capital Management
Maine
$1.88M +$1.83M +104,397 +3,480%
JPLA
218
Joseph P. Lucia & Associates
New York
$1.88M -$53.9K -3,072 -3%
BA
219
Bristlecone Advisors
Washington
$1.87M -$687K -39,144 -27%
SWM
220
SeaCrest Wealth Management
New York
$1.87M -$81.4K -4,641 -4%
CWM
221
Chesapeake Wealth Management
Virginia
$1.86M -$911K -51,954 -33%
VCM
222
Vision Capital Management
Oregon
$1.85M +$1.85M +105,390 New
JWA
223
JFS Wealth Advisors
Pennsylvania
$1.85M -$287K -16,353 -13%
VA
224
Valmark Advisers
Ohio
$1.81M +$367K +20,931 +25%
RC
225
Roundview Capital
New Jersey
$1.78M -$64K -3,648 -3%
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