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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 %
HI
276
Human Investing
Oregon
$1.03M +$46K +2,442 +5%
WC
277
Whitnell & Co
Illinois
$1.03M +$10.2K +540 +1%
PCM
278
Parsons Capital Management
Rhode Island
$1.02M -$10.7K -567 -1%
IIC
279
Integrated Investment Consultants
Michigan
$1.01M – – –
ML
280
McAdam LLC
Pennsylvania
$1.01M +$314K +16,656 +45%
AC
281
Abbrea Capital
California
$1M – – –
PA
282
PFG Advisors
Arizona
$997K +$54.9K +2,994 +6%
CG
283
Colony Group
Massachusetts
$995K -$242K -12,861 -20%
KWM
284
Kingsview Wealth Management
Oregon
$988K -$27.6K -1,467 -3%
SMC
285
Smith, Moore & Co
Missouri
$979K +$8.82K +468 +0.9%
MCM
286
Mitchell Capital Management
Kansas
$979K +$155K +8,214 +19%
CFS
287
CRA Financial Services
New Jersey
$977K +$138K +7,299 +16%
SFG
288
StrategIQ Financial Group
Indiana
$970K -$1.53K -81 -0.2%
Koshinski Asset Management
289
Koshinski Asset Management
Illinois
$969K -$226 -12 -0%
LB
290
Legacy Bridge
Iowa
$948K +$2.83K +150 +0.3%
FC
291
Ferris Capital
Massachusetts
$931K -$85.8K -4,548 -8%
TW
292
Transform Wealth
Colorado
$930K -$299K -15,840 -24%
CA
293
Cambridge Advisors
Nebraska
$924K +$3.11K +165 +0.3%
FFBTD
294
First Financial Bank - Trust Division
Ohio
$909K – – –
WA
295
WBH Advisory
Maryland
$896K +$896K +47,568 New
BCWM
296
Blue Chip Wealth Management
Florida
$874K -$104K -5,541 -11%
PLFAM
297
Pineno Levin & Ford Asset Management
Virginia
$865K -$9.22K -489 -1%
BWL
298
Bogart Wealth LLC
Virginia
$857K +$7.64K +405 +0.9%
VCM
299
Vivaldi Capital Management
Illinois
$854K -$18.5K -981 -2%
CS
300
Comerica Securities
Michigan
$852K – – –
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