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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 %
AFA
376
Arlington Financial Advisors
California
$419K -$12K -636 -3%
NCM
377
Novare Capital Management
North Carolina
$416K +$98.6K +5,232 +31%
MOS
378
MGO One Seven
Ohio
$412K – – –
MMHP
379
Murphy Middleton Hinkle & Parker
Georgia
$411K -$15K -795 -4%
AIM
380
Avity Investment Management
Connecticut
$405K – – –
CIM
381
Contravisory Investment Management
Massachusetts
$395K +$18.6K +990 +5%
TC
382
Telemus Capital
Michigan
$391K -$28.9K -1,530 -7%
TNB
383
TCF National Bank
South Dakota
$391K +$391K +20,721 New
HWA
384
Heritage Way Advisors
Illinois
$385K +$31.6K +1,674 +9%
SG
385
Somerset Group
Minnesota
$375K -$47K -2,493 -11%
BCA
386
Bay Colony Advisors
Massachusetts
$370K +$26.4K +1,401 +8%
TCM
387
Twele Capital Management
Minnesota
$369K +$31.6K +1,677 +9%
BWP
388
BSW Wealth Partners
Colorado
$353K +$170 +9 +0%
FNBT
389
FineMark National Bank & Trust
Florida
$348K -$36.9K -1,956 -10%
US Bancorp
390
US Bancorp
Minnesota
$348K +$23.3K +1,236 +7%
VBFP
391
Valtinson Bruner Financial Planning
Minnesota
$346K – – –
CIA
392
Capital Investment Advisors
Georgia
$344K +$3.05K +162 +0.9%
WAM
393
Wealthspire Advisors (Maryland)
Maryland
$341K +$16.2K +861 +5%
BFG
394
Bouchey Financial Group
New York
$340K +$170 +9 +0%
BL
395
BFSG LLC
California
$339K +$792 +42 +0.2%
LFS
396
Lutz Financial Services
Nebraska
$336K +$115K +6,108 +52%
RWM
397
Reston Wealth Management
Virginia
$335K -$21.4K -1,134 -6%
DWM
398
Destination Wealth Management
California
$335K -$6.68K -354 -2%
NGA
399
Naples Global Advisors
Florida
$333K +$15.4K +816 +5%
CA
400
Continuum Advisory
Idaho
$332K -$1.73K -93 -0.5%
14 15
16
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