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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 %
HIC
376
Hartline Investment Corp
Illinois
$690K -$110K -5,463 -14%
Renaissance Technologies
377
Renaissance Technologies
New York
$677K +$196K +9,753 +41%
SCM
378
SOL Capital Management
Maryland
$674K +$6.01K +300 +0.9%
LF
379
LifeSteps Financial
California
$668K +$668K +33,327 New
SQA
380
Simon Quick Advisors
New Jersey
$667K +$532K +26,547 +394%
PAM
381
Pegasus Asset Management
New York
$664K +$12K +600 +2%
FWM
382
Frontier Wealth Management
Missouri
$659K -$17.1K -855 -3%
SG
383
StoneX Group
New York
$655K -$6.68K -333 -1%
CIR
384
Clear Investment Research
Georgia
$655K +$34.6K +1,725 +6%
PFS
385
Prospera Financial Services
Texas
$648K +$104K +5,208 +19%
BAC
386
Boys Arnold & Co
North Carolina
$633K +$90K +4,485 +17%
EP
387
Eudaimonia Partners
Tennessee
$624K +$624K +31,110 New
CWM
388
Confluence Wealth Management
Oregon
$614K +$12.1K +603 +2%
PIA
389
Pinion Investment Advisors
Kansas
$614K +$46.2K +2,304 +8%
NRI
390
NFP Retirement Inc
California
$612K +$612K +30,573 New
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$608K +$20.9K +1,041 +4%
Brown Advisory
392
Brown Advisory
Maryland
$604K -$25.6K -1,275 -4%
Lido Advisors
393
Lido Advisors
California
$604K +$10.8K +540 +2%
FAIM
394
Financial Advocates Investment Management
Washington
$597K +$58.6K +2,925 +11%
SFG
395
Sunburst Financial Group
Alabama
$592K +$592K +29,532 New
NCM
396
Novare Capital Management
North Carolina
$586K +$143K +7,149 +32%
LNB
397
Ledyard National Bank
$574K -$42.1K -2,100 -7%
PSF
398
Pacific Sun Financial
California
$568K -$120 -6 -0%
SPC
399
Sigma Planning Corp
Michigan
$562K +$283K +14,082 +101%
CA
400
Clearstead Advisors
Ohio
$560K +$842 +42 +0.2%
14 15
16
17 18