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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 %
IAN
301
Integrated Advisors Network
Texas
$1.17M +$1.17M +58,314 New
AMM
302
American Money Management
California
$1.16M -$23.5K -1,170 -2%
CG
303
Colony Group
Massachusetts
$1.15M +$89.1K +4,443 +8%
CFS
304
CRA Financial Services
New Jersey
$1.14M +$96K +4,791 +9%
WCM
305
Wisconsin Capital Management
Wisconsin
$1.13M +$241K +12,000 +27%
IFS
306
Ifrah Financial Services
Arkansas
$1.12M +$3.31K +165 +0.3%
AFG
307
Arkansas Financial Group
Arkansas
$1.12M +$14.5K +726 +1%
LJAC
308
L.J. Altfest & Co
New York
$1.11M +$1.68K +84 +0.2%
YAL
309
Your Advocates Ltd
Texas
$1.11M +$1.11M +55,341 New
PA
310
PFG Advisors
Arizona
$1.11M +$18.8K +939 +2%
SWA
311
Stratos Wealth Advisors
Ohio
$1.1M -$9.26K -462 -0.8%
ACP
312
Arcus Capital Partners
Georgia
$1.1M -$35K -1,746 -3%
MCM
313
Mitchell Capital Management
Kansas
$1.1M +$54.1K +2,700 +5%
TAM
314
Townsend Asset Management
North Carolina
$1.1M +$1.1M +54,660 New
ML
315
McAdam LLC
Pennsylvania
$1.09M +$21.5K +1,071 +2%
PCM
316
Parsons Capital Management
Rhode Island
$1.09M +$1.62K +81 +0.1%
WC
317
Whitnell & Co
Illinois
$1.08M -$7.7K -384 -0.7%
IIC
318
Integrated Investment Consultants
Michigan
$1.08M – – –
FAAS
319
First Allied Advisory Services
California
$1.06M -$110K -5,448 -9%
TRCT
320
Tower Research Capital (TRC)
New York
$1.06M -$911K -45,441 -46%
SMC
321
Smith, Moore & Co
Missouri
$1.05M +$7.52K +375 +0.7%
BPWA
322
Beacon Pointe Wealth Advisors
California
$1.05M -$145K -7,230 -12%
BWL
323
Bogart Wealth LLC
Virginia
$1.04M +$129K +6,423 +14%
KWM
324
Kingsview Wealth Management
Oregon
$1.04M -$12.7K -633 -1%
SFG
325
StrategIQ Financial Group
Indiana
$1.03M – – –
11 12
13
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