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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 %
PFA
276
Pinnacle Family Advisors
Missouri
$1.47M -$42.6K -2,124 -3%
GHA
277
GW Henssler & Associates
Georgia
$1.46M -$9.26K -462 -0.6%
CAG
278
Curtis Advisory Group
California
$1.46M +$1.46M +72,588 New
FAG
279
Financial Advisory Group
Texas
$1.45M -$193K -9,603 -12%
MA
280
MUFG Americas
New York
$1.44M -$108K -5,406 -7%
MWM
281
Meridian Wealth Management
Kentucky
$1.42M +$6.19K +309 +0.4%
GVAG
282
Great Valley Advisor Group
Delaware
$1.41M -$8.6K -429 -0.6%
HA
283
Harborview Advisors
Maine
$1.38M -$42.8K -2,136 -3%
OCPWS
284
One Charles Private Wealth Services
Massachusetts
$1.38M +$1.38M +68,598 New
OCM
285
One Capital Management
California
$1.35M -$2.8M -139,512 -67%
AIA
286
Armor Investment Advisors
North Carolina
$1.33M +$120K +5,961 +10%
PWMG
287
Prestige Wealth Management Group
New Jersey
$1.32M -$5.66K -282 -0.4%
PCM
288
Pennsylvania Capital Management
Pennsylvania
$1.31M +$1.31M +65,262 New
SAM
289
S.A. Mason
Michigan
$1.31M +$1.31M +65,139 New
PAM
290
Peak Asset Management
Colorado
$1.3M -$12.6K -627 -1%
FCM
291
Fortis Capital Management
Washington
$1.3M +$1.3M +64,614 New
AF
292
Advisornet Financial
Minnesota
$1.28M -$39.3K -1,959 -3%
BIA
293
Barry Investment Advisors
Massachusetts
$1.28M +$2.07K +102 +0.2%
ECG
294
Edge Capital Group
Georgia
$1.25M +$902 +45 +0.1%
Truist Financial
295
Truist Financial
North Carolina
$1.24M +$1.24M +62,043 New
ACA
296
Atlas Capital Advisors
Wyoming
$1.24M -$17.8K -888 -1%
JHCP
297
Jackson Hole Capital Partners
Oklahoma
$1.23M – – –
CWS
298
Cypress Wealth Services
California
$1.22M -$273K -13,620 -18%
G
299
Gainplan
Michigan
$1.18M -$523K -26,073 -31%
HI
300
Human Investing
Oregon
$1.17M +$78.1K +3,897 +7%
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