SCHM icon

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 %
VA
251
Valmark Advisers
Ohio
$1.33M +$86.7K +4,602 +7%
MWM
252
Meridian Wealth Management
Kentucky
$1.33M -$18.7K -993 -1%
GIA
253
Gladstone Institutional Advisory
Florida
$1.33M -$99.8K -5,298 -7%
CF
254
Centaurus Financial
California
$1.27M +$69.6K +3,693 +6%
PWMG
255
Prestige Wealth Management Group
New Jersey
$1.24M +$78.8K +4,179 +7%
AF
256
Advisornet Financial
Minnesota
$1.24M +$962 +51 +0.1%
PAM
257
Peak Asset Management
Colorado
$1.23M -$110K -5,829 -8%
OIM
258
Orca Investment Management
Oregon
$1.2M +$1.47K +78 +0.1%
BIA
259
Barry Investment Advisors
Massachusetts
$1.19M +$595K +31,557 +101%
ACA
260
Atlas Capital Advisors
Wyoming
$1.18M +$71.5K +3,792 +6%
ECG
261
Edge Capital Group
Georgia
$1.18M +$339 +18 +0%
JHCP
262
Jackson Hole Capital Partners
Oklahoma
$1.16M – – –
AIA
263
Armor Investment Advisors
North Carolina
$1.13M +$140K +7,425 +14%
BPWA
264
Beacon Pointe Wealth Advisors
California
$1.12M +$288K +15,309 +35%
AMM
265
American Money Management
California
$1.11M -$359K -19,026 -24%
FAAS
266
First Allied Advisory Services
California
$1.1M +$40.9K +2,169 +4%
ACP
267
Arcus Capital Partners
Georgia
$1.07M -$14.7K -777 -1%
GPC
268
Glacier Peak Capital
Washington
$1.06M +$675K +35,775 +173%
NCM
269
Next Capital Management
New York
$1.05M -$4.58K -243 -0.4%
IFS
270
Ifrah Financial Services
Arkansas
$1.05M +$49.7K +2,637 +5%
SWA
271
Stratos Wealth Advisors
Ohio
$1.05M +$78.1K +4,143 +8%
LJAC
272
L.J. Altfest & Co
New York
$1.04M -$85K -4,512 -8%
SAM
273
Sawgrass Asset Management
Florida
$1.04M -$35.9K -1,908 -3%
SWA
274
Sutton Wealth Advisors
Florida
$1.04M +$169K +8,988 +19%
AFG
275
Arkansas Financial Group
Arkansas
$1.04M -$7.8K -414 -0.7%
9 10
11
12 13