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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

549 hedge funds and large institutions have $2.87B invested in Schwab US Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 263 increasing their positions, 185 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+9
Holders Change %
+1.67%
% of All Funds
12.06%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.63%
New
37
Increased
263
Reduced
185
Closed
25
Calls
$583K
Puts
$47.4M
Net Calls
-$46.8M
Net Calls Change
-$1.02M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$107M
2
HI
Horizon Investments
North Carolina
+$69.3M
3
PI
PFS Investments
Georgia
+$27.3M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$23.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$13.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$31.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$31.1M
3
FMP
Financial Management Professionals
Texas
-$24.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$21M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$7.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
226
American Portfolios Advisors
New York
$1.72M -$1.57M -83,454 -48%
KIA
227
KCM Investment Advisors
California
$1.7M +$12.2K +648 +0.7%
FBB
228
Fulton Breakefield Broenniman
Maryland
$1.63M -$59.4K -3,150 -4%
FC
229
FCA Corp
Texas
$1.63M +$37.3K +1,980 +2%
G
230
Gainplan
Michigan
$1.6M +$565K +29,976 +55%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$1.59M -$1.39M -73,509 -47%
BCWM
232
Bartlett & Co Wealth Management
Ohio
$1.58M -$35.2K -1,869 -2%
BC
233
Bartlett & Co
Ohio
$1.58M -$35.2K -1,869 -2%
H
234
HoyleCohen
California
$1.55M +$60.3K +3,201 +4%
AI
235
Atria Investments
North Carolina
$1.55M +$9.73K +516 +0.6%
FAG
236
Financial Advisory Group
Texas
$1.54M +$64.3K +3,414 +4%
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$1.52M +$54.1K +2,871 +4%
AFP
238
Ausdal Financial Partners
Iowa
$1.5M +$22.7K +1,203 +2%
BAM
239
Belpointe Asset Management
Nevada
$1.48M +$118K +6,246 +9%
CMO
240
Covenant Multifamily Offices
Texas
$1.46M +$72.8K +3,861 +5%
CWP
241
Capital Wealth Planning
Florida
$1.46M -$423K -22,251 -22%
EA
242
Evergreen Advisors
Tennessee
$1.45M +$226 +12 +0%
MA
243
MUFG Americas
New York
$1.45M -$40.2K -2,130 -3%
PFA
244
Pinnacle Family Advisors
Missouri
$1.42M +$138K +7,326 +11%
3C
245
361 Capital
Colorado
$1.42M -$6.45K -342 -0.5%
CWS
246
Cypress Wealth Services
California
$1.41M -$331K -17,550 -19%
GHA
247
GW Henssler & Associates
Georgia
$1.38M +$59.4K +3,153 +4%
SIAS
248
Shine Investment Advisory Services
Colorado
$1.36M -$32.5K -1,725 -2%
HA
249
Harborview Advisors
Maine
$1.33M +$16.1K +852 +1%
GVAG
250
Great Valley Advisor Group
Delaware
$1.33M +$58.8K +3,129 +5%
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