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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
1
FormulaFolio Investments
Michigan
$49.9M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$53M
3
FMP
3
Financial Management Professionals
Texas
$29.9M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$156M
5
CAN
5
Cetera Advisor Networks
California
$12.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.3M
2
HI
2
Horizon Investments
North Carolina
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$42.9M
4
PI
4
PFS Investments
Georgia
$0
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
326
Legacy Bridge
Iowa
$1.01M – – –
CA
327
Cambridge Advisors
Nebraska
$1M +$21.2K +1,059 +2%
WA
328
WBH Advisory
Maryland
$986K +$32.4K +1,617 +3%
MS
329
Madden Securities
Texas
$974K +$974K +48,708 New
BWM
330
Benchmark Wealth Management
Connecticut
$971K +$971K +48,426 New
FFBTD
331
First Financial Bank - Trust Division
Ohio
$967K – – –
SSWM
332
Sheets Smith Wealth Management
North Carolina
$956K +$71.2K +3,552 +8%
FC
333
Ferris Capital
Massachusetts
$949K -$41.3K -2,061 -4%
PLFAM
334
Pineno Levin & Ford Asset Management
Virginia
$922K +$1.93K +96 +0.2%
CS
335
Comerica Securities
Michigan
$909K +$2.77K +138 +0.3%
PA
336
Pinnacle Associates
New York
$908K +$185K +9,216 +26%
BCWM
337
Blue Chip Wealth Management
Florida
$902K -$28.2K -1,407 -3%
SIAS
338
Shine Investment Advisory Services
Colorado
$898K -$547K -27,276 -38%
SWM
339
Southern Wealth Management
Texas
$894K +$894K +44,604 New
VC
340
Vicus Capital
Pennsylvania
$882K +$542 +27 +0.1%
SCA
341
Strategic Capital Advisers
Colorado
$877K -$7.09K -354 -0.8%
AG
342
Appleton Group
Wisconsin
$877K +$81.2K +4,050 +10%
AC
343
Abbrea Capital
California
$863K -$200K -9,990 -19%
CM
344
Columbus Macro
Pennsylvania
$860K -$38.1K -1,899 -4%
SFWA
345
Summit Financial Wealth Advisors
Louisiana
$860K – – –
Cetera Investment Advisers
346
Cetera Investment Advisers
Illinois
$859K +$9.39K +468 +1%
TC
347
Tatro Capital
Kentucky
$856K +$856K +42,687 New
VCM
348
Vivaldi Capital Management
Illinois
$848K -$60.5K -3,015 -7%
BPM
349
Bowling Portfolio Management
Ohio
$824K +$67.4K +3,363 +9%
NC
350
NovaPoint Capital
Georgia
$817K +$817K +40,734 New
12 13
14
15 16