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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

623 hedge funds and large institutions have $3.2B invested in Schwab US Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 176 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+74
Holders Change %
+13.48%
% of All Funds
12.3%
Holding in Top 10
83
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.16%
% of All Funds
1.64%
New
107
Increased
271
Reduced
176
Closed
24
Calls
$269K
Puts
$48.4M
Net Calls
-$48.1M
Net Calls Change
-$1.34M

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$49.9M
2
PCIA
Prime Capital Investment Advisors
Kansas
$53M
3
FMP
Financial Management Professionals
Texas
$29.9M
4
Financial Engines Advisors
Financial Engines Advisors
California
$156M
5
CAN
Cetera Advisor Networks
California
$12.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.3M
2
HI
Horizon Investments
North Carolina
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42.9M
4
PI
PFS Investments
Georgia
$0
5
MCIA
Mountain Capital Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Armbruster Capital Management
New York
$2.22M -$18.2K -906 -0.8%
CHA
227
Carmichael Hill & Associates
Maryland
$2.2M +$67K +3,342 +3%
SBL
228
Sargent Bickham Lagudis
Colorado
$2.2M -$10.6K -531 -0.5%
SPIA
229
Steward Partners Investment Advisory
New York
$2.18M +$157K +7,839 +8%
AWM
230
Avior Wealth Management
Nebraska
$2.17M -$3.9M -194,553 -64%
RC
231
Roundview Capital
New Jersey
$2.16M +$4.33K +216 +0.2%
DW
232
Domani Wealth
Pennsylvania
$2.14M +$107K +5,337 +5%
AWM
233
Argent Wealth Management
Massachusetts
$2.13M +$2.13M +106,347 New
ACA
234
Ascension Capital Advisors
Texas
$2.12M +$2.12M +105,723 New
LFAS
235
Level Four Advisory Services
Texas
$2.11M -$291K -14,517 -12%
DCM
236
DeGreen Capital Management
Arizona
$2.11M -$28.9K -1,443 -1%
PWSG
237
Pacific Wealth Strategies Group
California
$2.1M +$205K +10,230 +11%
YWP
238
YorkBridge Wealth Partners
New York
$2.08M +$84.3K +4,206 +4%
EH
239
Equitable Holdings
New York
$2.06M +$2.06M +102,519 New
HA
240
Harfst & Associates
Wyoming
$2M -$40.5K -2,019 -2%
PG
241
Prostatis Group
Maryland
$1.99M +$1.99M +99,330 New
PWM
242
Perigon Wealth Management
California
$1.98M +$1.53M +76,461 +341%
BIA
243
Bigelow Investment Advisors
Maine
$1.95M +$82.6K +4,119 +4%
APA
244
American Portfolios Advisors
New York
$1.94M +$105K +5,238 +6%
PAMG
245
Patton Albertson Miller Group
Tennessee
$1.93M -$24.1K -1,203 -1%
LWMM
246
Legacy Wealth Management (Mississippi)
Mississippi
$1.92M +$1.92M +96,000 New
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$1.92M +$894K +44,694 +87%
GPFA
248
Game Plan Financial Advisors
Ohio
$1.92M +$1.92M +95,709 New
KTC
249
Kistler-Tiffany Companies
Pennsylvania
$1.9M -$58.5K -2,916 -3%
SFP
250
Strategic Financial Planning
Texas
$1.9M +$1.9M +94,803 New
8 9
10
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