SCHM icon

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 %
EK
401
Evensky & Katz
Florida
$325K +$2.37K +126 +0.7%
SC
402
Slow Capital
California
$324K +$113 +6 +0%
SAM
403
SignalPoint Asset Management
Missouri
$320K +$320K +16,959 New
MCWS
404
McKinley Carter Wealth Services
West Virginia
$315K -$53.7K -2,850 -15%
SFG
405
SevenBridge Financial Group
Pennsylvania
$312K +$66.4K +3,525 +27%
CAM
406
Cresset Asset Management
Illinois
$311K – – –
SWM
407
Segment Wealth Management
Texas
$306K +$32.5K +1,725 +12%
PFA
408
Pathway Financial Advisors
Vermont
$301K – – –
CRC
409
Curi RMB Capital
Illinois
$298K +$113 +6 +0%
HCIA
410
Hochman Cole Investment Advisors
Illinois
$297K +$29.8K +1,584 +11%
BFPW
411
BOK Financial Private Wealth
Colorado
$297K +$297K +15,768 New
RPA
412
Rock Point Advisors
Vermont
$295K -$3.05K -162 -1%
PI
413
Pachira Investments
California
$294K +$19.9K +1,059 +7%
WDL
414
Well Done LLC
Michigan
$293K +$293K +15,570 New
COI
415
Capital One Investing
Virginia
$279K -$134K -7,149 -33%
FT
416
Fiduciary Trust
Massachusetts
$269K +$269K +14,250 New
BRWA
417
B. Riley Wealth Advisors
Florida
$268K -$30.2K -1,599 -10%
NF
418
Nikulski Financial
Iowa
$262K – – –
SPC
419
Sigma Planning Corp
Michigan
$262K +$46.9K +2,490 +22%
PA
420
Paracle Advisors
Washington
$261K -$13.4K -714 -5%
Northern Trust
421
Northern Trust
Illinois
$261K -$1.07K -57 -0.4%
PNC Financial Services Group
422
PNC Financial Services Group
Pennsylvania
$261K +$12.1K +645 +5%
DAS
423
Dynamic Advisor Solutions
Arizona
$256K -$2.83K -150 -1%
MG
424
Mather Group
Illinois
$256K +$256K +13,608 New
SFG
425
SNS Financial Group
Minnesota
$255K -$1.59K -84 -0.6%
15 16
17
18 19