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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.

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
1
FormulaFolio Investments
Michigan
$70.1M
2
Ameriprise
2
Ameriprise
Minnesota
$83.9M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$204M
4
AWS
4
AJ Wealth Strategies
New York
$26.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$79.2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24.2M
2
SS
2
Sunbelt Securities
Texas
$0
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$58.6M
4
CCM
4
CWH Capital Management
Washington
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$42.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$294M 5,588,139 +138,715 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$204M 3,881,542 +714,595 +23%
SWM
3
SVA Wealth Management
Wisconsin
$90.4M 1,717,494 +18,385 +1%
Ameriprise
4
Ameriprise
Minnesota
$83.9M 1,594,043 +742,715 +87%
HighTower Advisors
5
HighTower Advisors
Illinois
$79.2M 1,503,949 +336,289 +29%
UBS Group
6
UBS Group
Switzerland
$78.9M 1,499,628 +146,176 +11%
FI
7
FormulaFolio Investments
Michigan
$70.1M 1,332,297 +873,034 +190%
PCIA
8
Prime Capital Investment Advisors
Kansas
$66.1M 1,256,513 +93,738 +8%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$64.7M 1,229,271 -42,919 -3%
HSA
10
HBK Sorce Advisory
Pennsylvania
$61.4M 1,166,196 +90,592 +8%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$58.6M 1,113,821 -503,133 -31%
BBA
12
BLB&B Advisors
Pennsylvania
$50.7M 962,650 -21,111 -2%
JFG
13
JMG Financial Group
Illinois
$47.1M 894,240 +23,919 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$42.8M 812,568 -203,222 -20%
FMT
15
First Mercantile Trust
Tennessee
$40.8M 776,361 -111,105 -13%
OIA
16
OneDigital Investment Advisors
Kansas
$40.7M 773,411 +92,079 +14%
ISG
17
Investment Security Group
Colorado
$40M 760,128 -14,412 -2%
FIM
18
Frontier Investment Management
Texas
$38.8M 737,578 +60,290 +9%
BJ
19
Brouwer & Janachowski
California
$36.8M 699,256 -42,306 -6%
PFM
20
Parsec Financial Management
North Carolina
$36.7M 697,180 +96,591 +16%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$35.1M 636,204 +88,901 +16%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$33.5M 636,420 -9,824 -2%
RM
23
Resource Management
Louisiana
$30.2M 573,989 +249,484 +77%
LFA
24
Lighthouse Financial Advisors
Maryland
$29.4M 558,486 +152,254 +37%
RWM
25
RKL Wealth Management
Pennsylvania
$28.2M 536,087 +30,071 +6%
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