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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 %
CIC
451
Carnegie Investment Counsel
Ohio
$209K +$1.41K +75 +0.7%
MWA
452
MFA Wealth Advisors
Pennsylvania
$208K -$55.5K -2,946 -21%
DCM
453
Donaldson Capital Management
Indiana
$208K – – –
RWM
454
Ritholtz Wealth Management
New York
$208K +$208K +11,028 New
AWM
455
Apollon Wealth Management
South Carolina
$204K -$53.2K -2,829 -21%
BMM
456
Berkshire Money Management
Massachusetts
$204K -$19.1K -1,014 -9%
SP
457
SWS Partners
Ohio
$204K -$7.78K -396 -4%
HI
458
Hendershot Investments
Virginia
$203K +$203K +10,758 New
RFA
459
Reilly Financial Advisors
California
$197K +$13.6K +720 +7%
MWP
460
MYCIO Wealth Partners
Pennsylvania
$176K -$565 -30 -0.3%
Fidelity Investments
461
Fidelity Investments
Massachusetts
$166K +$22.8K +1,212 +16%
NIC
462
Northwest Investment Counselors
Oregon
$153K +$153K +8,097 New
FCA
463
FinTrust Capital Advisors
South Carolina
$147K +$452 +24 +0.3%
FHA
464
Flagship Harbor Advisors
Massachusetts
$146K – – –
SFSIG
465
San Francisco Sentry Investment Group
California
$144K – – –
OAM
466
Oppenheimer Asset Management
New York
$134K – – –
SLF
467
Sun Life Financial
Ontario, Canada
$134K – – –
BFC
468
Bedel Financial Consulting
Indiana
$133K -$14K -744 -10%
Bank of Montreal
469
Bank of Montreal
Ontario, Canada
$132K +$45.5K +2,406 +53%
BlackRock
470
BlackRock
New York
$131K +$87.4K +4,647 +200%
SQA
471
Simon Quick Advisors
New Jersey
$127K +$48.3K +2,562 +61%
RCA
472
Rowland Carmichael Advisors
Arizona
$126K -$32.5K -1,719 -20%
VFA
473
Valeo Financial Advisors
Indiana
$125K – – –
RIA
474
Realta Investment Advisors
Delaware
$124K -$7.23K -384 -6%
OIA
475
Optimum Investment Advisors
Illinois
$124K +$6.19K +327 +5%
17 18
19
20 21