SCHM icon

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 %
BCM
351
Boltwood Capital Management
California
$813K +$312K +15,558 +62%
TW
352
Transform Wealth
Colorado
$795K -$194K -9,687 -20%
DP
353
DDD Partners
Washington
$793K +$41.5K +2,070 +6%
SCM
354
Stordahl Capital Management
Colorado
$771K +$1.44K +72 +0.2%
SIC
355
Sigma Investment Counselors
Michigan
$767K +$17K +849 +2%
OPA
356
Old Port Advisors
Maine
$763K -$22.7K -1,131 -3%
GC
357
Grimes & Company
Massachusetts
$760K -$41.6K -2,073 -5%
LPIC
358
LeJeune Puetz Investment Counsel
Michigan
$758K +$481 +24 +0.1%
PWMAG
359
Pinnacle Wealth Management Advisory Group
New Jersey
$758K +$216K +10,770 +40%
VVP
360
Venture Visionary Partners
Ohio
$750K +$750K +37,452 New
DBRC
361
D.B. Root & Company
Pennsylvania
$749K -$6.97K -348 -0.9%
HIC
362
Holderness Investments Company
North Carolina
$745K -$42.1K -2,100 -5%
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$740K – – –
SAM
364
Sawgrass Asset Management
Florida
$737K -$373K -18,570 -34%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$732K – – –
CGFA
366
Colton Groome Financial Advisors
North Carolina
$729K +$49.4K +2,463 +7%
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$717K +$111K +5,544 +18%
PA
368
Parallel Advisors
California
$715K +$4.21K +210 +0.6%
IWM
369
IHT Wealth Management
Illinois
$714K +$15.7K +783 +2%
WIA
370
Wealthstreet Investment Advisors
Texas
$711K +$9.02K +450 +1%
GAM
371
Garrison Asset Management
Arkansas
$707K +$59.9K +2,988 +9%
CWM
372
Cornerstone Wealth Management
Missouri
$704K +$61.3K +3,060 +10%
HA
373
HYA Advisors
Missouri
$701K +$701K +34,938 New
CHA
374
Cooper/Haims Advisors
New York
$697K -$31.1K -1,551 -4%
PFC
375
Phocas Financial Corp
California
$694K -$800K – –
13 14
15
16 17