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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 %
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$558K +$1.5K +75 +0.3%
NCM
402
Next Capital Management
New York
$535K -$586K -29,211 -52%
WCM
403
Wealthcare Capital Management
Virginia
$535K -$1.74K -87 -0.3%
APP
404
Avantax Planning Partners
Iowa
$531K +$48.7K +2,427 +10%
FAM
405
Foothills Asset Management
Arizona
$519K -$33.5K -1,671 -6%
JWCA
406
J.W. Cole Advisors
Florida
$512K +$512K +25,518 New
AIM
407
Aspen Investment Management
Michigan
$505K +$6.01K +300 +1%
BL
408
BFSG LLC
California
$503K +$142K +7,098 +39%
Calamos Advisors
409
Calamos Advisors
Illinois
$498K -$3.67K -183 -0.7%
EWM
410
Empirical Wealth Management
Washington
$497K -$9.51K -474 -2%
CIM
411
Contravisory Investment Management
Massachusetts
$495K +$74.8K +3,735 +18%
VWA
412
Visionary Wealth Advisors
Illinois
$495K +$495K +24,717 New
FRA
413
Front Row Advisors
California
$489K +$5.41K +270 +1%
CNFG
414
Creegan & Nassoura Financial Group
New Hampshire
$488K +$488K +24,315 New
MMHP
415
Murphy Middleton Hinkle & Parker
Georgia
$484K +$46.5K +2,322 +11%
MFG
416
MidWestOne Financial Group
Iowa
$478K -$116K -5,814 -20%
CPIG
417
Chicago Partners Investment Group
Illinois
$477K +$3.46K +168 +0.7%
PPA
418
Parametric Portfolio Associates
Washington
$466K +$466K +23,241 New
AFA
419
Arlington Financial Advisors
California
$458K +$11.7K +582 +3%
EWA
420
EP Wealth Advisors
California
$450K +$1.81K +90 +0.4%
SAM
421
SignalPoint Asset Management
Missouri
$449K +$109K +5,439 +32%
CRWM
422
Castle Rock Wealth Management
California
$447K +$307 +15 +0.1%
ZIM
423
Zacks Investment Management
Illinois
$441K +$179K +8,955 +69%
MOS
424
MGO One Seven
Ohio
$438K – – –
NGA
425
Naples Global Advisors
Florida
$437K +$82.9K +4,137 +23%
15 16
17
18 19