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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
$121M
2
HI
Horizon Investments
North Carolina
$69.3M
3
PI
PFS Investments
Georgia
$27.3M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$79.5M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$18.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.8M
3
FMP
Financial Management Professionals
Texas
$14.8M
4
OIA
OneDigital Investment Advisors
Kansas
$39.5M
5
Financial Engines Advisors
Financial Engines Advisors
California
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
426
Suntrust Banks
Georgia
$253K -$2.43K -129 -1%
NFG
427
Next Financial Group
Texas
$249K +$18.2K +966 +8%
ZIM
428
Zacks Investment Management
Illinois
$246K -$22.8K -1,209 -8%
LA
429
LexAurum Advisors
Kansas
$246K – – –
SFS
430
Sowell Financial Services
Arkansas
$245K +$245K +12,981 New
PIM
431
Penobscot Investment Management
Massachusetts
$244K – – –
SCA
432
Stillwater Capital Advisors
Pennsylvania
$243K – – –
GWA
433
Guidant Wealth Advisors
Illinois
$236K +$793 +42 +0.3%
AP
434
Appleton Partners
Massachusetts
$233K +$339 +18 +0.1%
TPW
435
Tiller Private Wealth
Pennsylvania
$229K – – –
PL
436
Plancorp LLC
Missouri
$229K +$113 +6 +0%
HIM
437
Harbour Investment Management
Washington
$227K – – –
KP
438
Keel Point
Alabama
$222K -$206K -10,968 -48%
APSI
439
Asset Planning Services Inc
Louisiana
$221K +$221K +11,736 New
RW
440
REDW Wealth
New Mexico
$220K -$5.04K -267 -2%
PFP
441
Pinnacle Financial Partners
Tennessee
$220K +$1.36K +72 +0.6%
ADL
442
Asset Dedication LLC
California
$219K +$199K +10,554 +988%
CBFP
443
Cedar Brook Financial Partners
Ohio
$218K +$218K +11,553 New
RBCM
444
Raub Brock Capital Management
California
$217K -$5.61K -297 -3%
RWM
445
RBA Wealth Management
California
$216K -$7.08K -375 -3%
RCC
446
Red Cedar Capital
Nebraska
$216K +$734 +39 +0.3%
AWM
447
AE Wealth Management
Kansas
$212K -$128K -6,804 -38%
GA
448
Gateway Advisory
New Jersey
$211K -$25.4K -1,347 -11%
PCA
449
Personal Capital Advisors
California
$211K -$3.39K -180 -2%
KM
450
Kalos Management
Georgia
$211K +$211K +10,863 New
16 17
18
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