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.

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
1
Creative Planning
Kansas
$230M
2
SS
2
Sunbelt Securities
Texas
$162M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$49.2M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$134M
5
AA
5
Advisory Alpha
Michigan
$21M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$21.6M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
MF
3
Manchester Financial
California
$673K
4
FMP
4
Financial Management Professionals
Texas
$6K
5
FI
5
FormulaFolio Investments
Michigan
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$230M 5,449,424 +5,111,582 +1,513%
SS
2
Sunbelt Securities
Texas
$162M 2,970,951 +2,926,898 +6,644%
Financial Engines Advisors
3
Financial Engines Advisors
California
$134M 3,166,947 +574,153 +22%
SWM
4
SVA Wealth Management
Wisconsin
$71.6M 1,699,109 +48,660 +3%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$68.2M 1,616,954 +185,378 +13%
UBS Group
6
UBS Group
Switzerland
$57.1M 1,353,452 +287,707 +27%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$53.6M 1,272,190 +192,873 +18%
HighTower Advisors
8
HighTower Advisors
Illinois
$49.2M 1,167,660 +681,273 +140%
PCIA
9
Prime Capital Investment Advisors
Kansas
$49M 1,162,775 +282,324 +32%
HSA
10
HBK Sorce Advisory
Pennsylvania
$45.3M 1,075,604 +64,579 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$42.8M 1,015,790 +219,580 +28%
BBA
12
BLB&B Advisors
Pennsylvania
$41.5M 983,761 -60,830 -6%
FMT
13
First Mercantile Trust
Tennessee
$37.4M 887,466 +99,230 +13%
JFG
14
JMG Financial Group
Illinois
$36.7M 870,321 +283,636 +48%
Ameriprise
15
Ameriprise
Minnesota
$35.9M 851,328 -126,520 -13%
ISG
16
Investment Security Group
Colorado
$32.7M 774,540 +774,540 New
BJ
17
Brouwer & Janachowski
California
$31.3M 741,562 +6,032 +0.8%
OIA
18
OneDigital Investment Advisors
Kansas
$28.7M 681,332 -41,845 -6%
FIM
19
Frontier Investment Management
Texas
$28.6M 677,288 +16,236 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$27.2M 646,244 +18,901 +3%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$26.1M 547,303 -109,300 -17%
PFM
22
Parsec Financial Management
North Carolina
$25.3M 600,589 +308,292 +105%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
– – – –
RWM
24
RKL Wealth Management
Pennsylvania
$21.3M 506,016 +40,104 +9%
AA
25
Advisory Alpha
Michigan
$21M 470,294 +312,746 +199%
1
2 3 4 5