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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 %
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$552K -$2.04K -108 -0.4%
PSF
352
Pacific Sun Financial
California
$534K +$64.5K +3,420 +14%
PIA
353
Pinion Investment Advisors
Kansas
$534K +$95K +5,040 +22%
CA
354
Clearstead Advisors
Ohio
$526K -$6.79K -360 -1%
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$524K -$13.6K -720 -3%
FAM
356
Foothills Asset Management
Arizona
$519K -$6.5K -345 -1%
PFS
357
Prospera Financial Services
Texas
$511K +$511K +27,132 New
PWMAG
358
Pinnacle Wealth Management Advisory Group
New Jersey
$510K +$238K +12,615 +87%
BAC
359
Boys Arnold & Co
North Carolina
$507K – – –
FAIM
360
Financial Advocates Investment Management
Washington
$506K -$34.5K -1,830 -6%
WCM
361
Wealthcare Capital Management
Virginia
$505K +$173K +9,150 +52%
EWM
362
Empirical Wealth Management
Washington
$476K +$133K +7,038 +39%
Calamos Advisors
363
Calamos Advisors
Illinois
$472K -$20.5K -1,089 -4%
BCM
364
Boltwood Capital Management
California
$471K +$161K +8,550 +52%
AIM
365
Aspen Investment Management
Michigan
$469K -$10.2K -540 -2%
FRA
366
Front Row Advisors
California
$455K -$44.4K -2,352 -9%
APP
367
Avantax Planning Partners
Iowa
$453K – – –
Renaissance Technologies
368
Renaissance Technologies
New York
$452K +$198K +10,500 +78%
BL
369
BCWM LLC
Kansas
$448K -$7.52K -399 -2%
BCM
370
Breiter Capital Management
Florida
$437K -$904 -48 -0.2%
CPIG
371
Chicago Partners Investment Group
Illinois
$437K +$38.6K +2,031 +10%
Bank of New York Mellon
372
Bank of New York Mellon
New York
$428K -$42.4K -2,250 -9%
CRWM
373
Castle Rock Wealth Management
California
$426K +$426K +21,837 New
PWM
374
Perigon Wealth Management
California
$422K +$56 +3 +0%
EWA
375
EP Wealth Advisors
California
$421K -$11K -582 -3%
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15
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