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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 %
PA
326
Pinnacle Associates
New York
$680K +$239K +12,696 +54%
WP
327
WealthSource Partners
California
$677K -$1.21M -64,041 -64%
WIA
328
Wealthstreet Investment Advisors
Texas
$672K +$2.88K +150 +0.4%
PA
329
Parallel Advisors
California
$668K +$262K +13,911 +65%
CFGS
330
Concourse Financial Group Securities
Alabama
$667K +$41.7K +2,214 +7%
CGFA
331
Colton Groome Financial Advisors
North Carolina
$662K -$14.2K -726 -2%
IWM
332
IHT Wealth Management
Illinois
$656K +$183K +9,708 +39%
PGAM
333
Princeton Global Asset Management
New Jersey
$647K +$131K +7,062 +25%
FWM
334
Frontier Wealth Management
Missouri
$636K -$80K -4,245 -11%
SCM
335
SOL Capital Management
Maryland
$628K +$85.9K +4,560 +16%
SG
336
StoneX Group
New York
$622K +$11.8K +624 +2%
CAN
337
Cetera Advisor Networks
California
$617K -$9.41K -501 -2%
PAM
338
Pegasus Asset Management
New York
$613K +$43K +2,280 +8%
GAM
339
Garrison Asset Management
Arkansas
$608K +$13.1K +693 +2%
CWM
340
Cornerstone Wealth Management
Missouri
$604K +$32.1K +1,707 +6%
OWM
341
Opes Wealth Management
California
$603K -$95K -5,040 -14%
WPA
342
West Paces Advisors
Georgia
$594K +$565K +30,000 +2,000%
Brown Advisory
343
Brown Advisory
Maryland
$592K – – –
CIR
344
Clear Investment Research
Georgia
$584K – – –
CCM
345
Coldstream Capital Management
Washington
$583K -$78.5K -4,167 -12%
LNB
346
Ledyard National Bank
$579K -$34.5K -1,830 -6%
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$570K -$4.58K -243 -0.8%
CWM
348
Confluence Wealth Management
Oregon
$566K -$2.49K -132 -0.4%
MFG
349
MidWestOne Financial Group
Iowa
$560K – – –
Lido Advisors
350
Lido Advisors
California
$558K -$8.77K -465 -2%
12 13
14
15 16