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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 %
CA
451
Continuum Advisory
Idaho
$340K -$18.8K -936 -5%
SW
452
SteelPeak Wealth
California
$338K +$338K +16,848 New
AIC
453
Ameritas Investment Company
Nebraska
$334K +$231K +11,535 +224%
BRWA
454
B. Riley Wealth Advisors
Florida
$331K +$45.7K +2,274 +16%
BL
455
BCWM LLC
Kansas
$330K -$147K -7,326 -31%
MCWS
456
McKinley Carter Wealth Services
West Virginia
$330K -$4.93K -246 -1%
CAM
457
Cresset Asset Management
Illinois
$330K – – –
PIM
458
Penobscot Investment Management
Massachusetts
$329K +$69.7K +3,480 +27%
PCA
459
Personal Capital Advisors
California
$328K +$103K +5,127 +46%
CIA
460
Capital Investment Advisors
Georgia
$325K -$41.5K -2,070 -11%
RWM
461
Reston Wealth Management
Virginia
$324K -$32.5K -1,623 -9%
WAM
462
Wealthspire Advisors (Maryland)
Maryland
$322K -$40.4K -2,016 -11%
SFG
463
SevenBridge Financial Group
Pennsylvania
$322K -$10.2K -507 -3%
SWM
464
Segment Wealth Management
Texas
$318K -$7.52K -375 -2%
PFA
465
Pathway Financial Advisors
Vermont
$317K +$922 +45 +0.3%
RPA
466
Rock Point Advisors
Vermont
$313K -$901 -45 -0.3%
WDL
467
Well Done LLC
Michigan
$312K – – –
PNC Financial Services Group
468
PNC Financial Services Group
Pennsylvania
$311K +$33K +1,650 +12%
CRC
469
Curi RMB Capital
Illinois
$307K -$10.1K -504 -3%
HCIA
470
Hochman Cole Investment Advisors
Illinois
$306K -$10K -501 -3%
BFPW
471
BOK Financial Private Wealth
Colorado
$298K -$18K -897 -6%
FT
472
Fiduciary Trust
Massachusetts
$298K +$12K +600 +4%
NL
473
NWAM LLC
Washington
$295K +$295K +14,736 New
BFM
474
Boston Financial Management
Massachusetts
$293K +$293K +14,637 New
MPW
475
MA Private Wealth
California
$287K +$287K +14,313 New
17 18
19
20 21