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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 %
CM
301
Columbus Macro
Pennsylvania
$844K -$36.8K -1,953 -4%
WCM
302
Wisconsin Capital Management
Wisconsin
$839K -$56.5K -3,000 -6%
SSWM
303
Sheets Smith Wealth Management
North Carolina
$832K +$5.6K +297 +0.7%
SCA
304
Strategic Capital Advisers
Colorado
$831K +$15.5K +822 +2%
VC
305
Vicus Capital
Pennsylvania
$828K -$3.45K -183 -0.4%
Stifel Financial
306
Stifel Financial
Missouri
$808K -$895K -47,418 -53%
SFWA
307
Summit Financial Wealth Advisors
Louisiana
$804K -$5.61K -300 -0.7%
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
$801K +$7.09K +375 +0.9%
PFC
309
Phocas Financial Corp
California
$800K -$793K – –
BTS
310
BB&T Securities
Virginia
$766K +$70.1K +3,708 +10%
GC
311
Grimes & Company
Massachusetts
$754K -$8.2K -435 -1%
HIC
312
Hartline Investment Corp
Illinois
$751K -$8.14K -432 -1%
AG
313
Appleton Group
Wisconsin
$748K +$2.66K +141 +0.4%
HIC
314
Holderness Investments Company
North Carolina
$740K -$44.3K -2,352 -6%
OPA
315
Old Port Advisors
Maine
$729K -$1.95K -105 -0.3%
SCM
316
Stordahl Capital Management
Colorado
$723K -$59.4K -3,150 -8%
LPIC
317
LeJeune Puetz Investment Counsel
Michigan
$712K +$57 +3 +0%
BPM
318
Bowling Portfolio Management
Ohio
$711K -$18.3K -972 -3%
DBRC
319
D.B. Root & Company
Pennsylvania
$710K +$508 +27 +0.1%
DP
320
DDD Partners
Washington
$707K +$12.7K +672 +2%
SIC
321
Sigma Investment Counselors
Michigan
$705K +$8.77K +465 +1%
Janney Montgomery Scott
322
Janney Montgomery Scott
Pennsylvania
$696K +$696K +36,927 New
FPCG
323
Fort Pitt Capital Group
Pennsylvania
$694K +$34.8K +1,845 +5%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$688K -$4.58K -243 -0.7%
CHA
325
Cooper/Haims Advisors
New York
$685K -$3.9K -207 -0.6%
11 12
13
14 15