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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 %
KIA
251
KCM Investment Advisors
California
$1.9M +$92.5K +4,611 +5%
CCWA
252
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.85M -$299K -14,895 -14%
BC
253
Barnett & Company
Tennessee
$1.82M -$52.6K -2,625 -3%
3C
254
361 Capital
Colorado
$1.82M +$312K +15,561 +21%
MAS
255
Madden Advisory Services
Florida
$1.81M -$894K -58,368 -33%
AFP
256
Ausdal Financial Partners
Iowa
$1.8M +$200K +9,909 +12%
LWM
257
Lionsbridge Wealth Management
Florida
$1.77M +$1.77M +88,398 New
FBB
258
Fulton Breakefield Broenniman
Maryland
$1.75M +$10.3K +516 +0.6%
FC
259
FCA Corp
Texas
$1.74M +$13.7K +681 +0.8%
BWM
260
BCS Wealth Management
Tennessee
$1.7M +$1.7M +84,528 New
FPCG
261
Fort Pitt Capital Group
Pennsylvania
$1.68M +$941K +46,923 +128%
H
262
HoyleCohen
California
$1.68M +$25K +1,248 +2%
SWA
263
Sutton Wealth Advisors
Florida
$1.68M +$567K +28,266 +51%
CF
264
Centaurus Financial
California
$1.66M +$307K +15,318 +23%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$1.61M -$77.8K -3,879 -5%
BAM
266
Belpointe Asset Management
Nevada
$1.57M +$902 +45 +0.1%
JPMPWA
267
J.P. Morgan Private Wealth Advisors
California
$1.55M -$69K -3,441 -4%
EA
268
Evergreen Advisors
Tennessee
$1.55M +$661 +33 +0%
CMO
269
Covenant Multifamily Offices
Texas
$1.54M -$7.1K -354 -0.5%
Stifel Financial
270
Stifel Financial
Missouri
$1.53M +$669K +33,342 +78%
BC
271
Brio Consultants
California
$1.5M -$1.7M -84,651 -53%
HA
272
HC Advisors
Georgia
$1.49M +$1.49M +74,508 New
CWP
273
Capital Wealth Planning
Florida
$1.49M -$46.6K -2,325 -3%
VA
274
Valmark Advisers
Ohio
$1.48M +$68.7K +3,426 +5%
GIA
275
Gladstone Institutional Advisory
Florida
$1.48M +$66K +3,294 +5%
9 10
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