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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
1
Envestnet Asset Management
Illinois
$121M
2
HI
2
Horizon Investments
North Carolina
$69.3M
3
PI
3
PFS Investments
Georgia
$27.3M
4
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$79.5M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$34.8M
3
FMP
3
Financial Management Professionals
Texas
$14.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$39.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Nadler Financial Group
Illinois
$26.8M +$930K +49,332 +4%
PMG
27
ProVise Management Group
Florida
$26.6M +$625K +33,150 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$26.5M +$1.86M +98,820 +8%
RWM
29
RKL Wealth Management
Pennsylvania
$25.6M -$786K -41,697 -3%
RJA
30
Raymond James & Associates
Florida
$23.2M +$1.4M +74,265 +6%
FFN
31
Focus Financial Network
Minnesota
$22.3M +$884K +46,896 +4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$21.9M +$1.72M +91,356 +9%
LPL Financial
33
LPL Financial
California
$21.5M +$670K +35,559 +3%
UCFA
34
United Capital Financial Advisors
Texas
$20.1M +$334K +17,739 +2%
Creative Planning
35
Creative Planning
Kansas
$19.8M +$531K +28,152 +3%
Mariner
36
Mariner
Kansas
$18.3M +$1.72M +91,380 +10%
Morgan Stanley
37
Morgan Stanley
New York
$18.3M -$31.8M -1,685,181 -63%
Wells Fargo
38
Wells Fargo
California
$17.9M -$2.09M -110,841 -10%
MML Investors Services
39
MML Investors Services
Massachusetts
$17.3M -$926K -49,137 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$17M -$4.79M -253,962 -22%
SAM
41
Summit Asset Management
Tennessee
$16.6M +$338K +17,916 +2%
EHPM
42
Emery Howard Portfolio Management
California
$16.5M -$17K -903 -0.1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$15.4M +$13.9M +738,729 +945%
BCMO
44
Buckingham Capital Management (Ohio)
Ohio
$15.2M +$902K +47,862 +6%
HWA
45
HHM Wealth Advisors
Tennessee
$15M +$21.1K +1,122 +0.1%
SFS
46
Summit Financial Strategies
Ohio
$14.8M +$414K +21,978 +3%
FMP
47
Financial Management Professionals
Texas
$14.8M -$24.8M -1,317,297 -63%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$14.8M -$40.5K -2,148 -0.3%
LIM
49
Leavell Investment Management
Alabama
$14.7M +$493K +26,142 +3%
CWM
50
Campbell Wealth Management
Virginia
$14.5M +$956K +50,751 +7%
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