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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 %
AIM
426
Avity Investment Management
Connecticut
$431K – – –
BL
427
Balentine LLC
Georgia
$423K -$2.1M -104,907 -83%
CCM
428
Coldstream Capital Management
Washington
$419K -$201K -10,050 -32%
TNB
429
TCF National Bank
South Dakota
$415K – – –
DFG
430
DWM Financial Group
Illinois
$415K +$415K +20,700 New
TC
431
Telemus Capital
Michigan
$413K -$3.01K -150 -0.7%
BCA
432
Bay Colony Advisors
Massachusetts
$413K +$11.4K +558 +3%
TCM
433
Twele Capital Management
Minnesota
$412K +$19.4K +969 +5%
CIC
434
Carnegie Investment Counsel
Ohio
$398K +$175K +8,739 +79%
HWA
435
Heritage Way Advisors
Illinois
$395K -$13.9K -696 -3%
DWM
436
Destination Wealth Management
California
$389K +$33.2K +1,659 +9%
OFS
437
Oldfather Financial Services
Nebraska
$389K +$389K +19,329 New
HFA
438
Hoover Financial Advisors
Pennsylvania
$389K +$389K +19,419 New
CI
439
Cordant Inc
Oregon
$379K +$379K +18,912 New
AAS
440
Avantax Advisory Services
Texas
$373K +$373K +18,594 New
WQ
441
Wealth Quarterback
New Jersey
$372K +$372K +1,067,412 New
VBFP
442
Valtinson Bruner Financial Planning
Minnesota
$370K – – –
BWP
443
BSW Wealth Partners
Colorado
$369K -$6.25K -312 -2%
US Bancorp
444
US Bancorp
Minnesota
$365K -$5.72K -285 -2%
FNBT
445
FineMark National Bank & Trust
Florida
$362K -$7.51K -375 -2%
BFG
446
Bouchey Financial Group
New York
$362K +$241 +12 +0.1%
LFS
447
Lutz Financial Services
Nebraska
$361K +$3.31K +165 +0.9%
SC
448
Slow Capital
California
$359K +$14.1K +702 +4%
IC
449
IEQ Capital
California
$354K +$354K +17,640 New
PI
450
Pachira Investments
California
$348K +$35.4K +1,767 +11%
16 17
18
19 20