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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 %
PMG
26
ProVise Management Group
Florida
$28.8M +$428K +21,342 +2%
FC
27
Financial Consulate
Maryland
$28.1M -$3.06M -152,670 -10%
RWM
28
RKL Wealth Management
Pennsylvania
$28M +$750K +37,401 +3%
NFG
29
Nadler Financial Group
Illinois
$27.9M -$555K -27,705 -2%
RJA
30
Raymond James & Associates
Florida
$25.7M +$1.07M +53,439 +4%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$24M +$626K +31,212 +3%
LPL Financial
32
LPL Financial
California
$23.6M +$797K +39,741 +3%
FFN
33
Focus Financial Network
Minnesota
$23.5M -$268K -13,353 -1%
MML Investors Services
34
MML Investors Services
Massachusetts
$23.4M +$5.03M +250,746 +27%
Mariner
35
Mariner
Kansas
$21.9M +$2.4M +119,676 +12%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$20.6M +$2.5M +124,542 +14%
UCFA
37
United Capital Financial Advisors
Texas
$20.4M -$960K -47,877 -4%
Creative Planning
38
Creative Planning
Kansas
$20.3M -$752K -37,500 -4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$20.3M -$109M -5,423,463 -84%
Wells Fargo
40
Wells Fargo
California
$20M +$907K +45,237 +5%
Morgan Stanley
41
Morgan Stanley
New York
$19.9M +$439K +21,912 +2%
LFA
42
Lighthouse Financial Advisors
Maryland
$19M +$19M +949,302 New
SAM
43
Summit Asset Management
Tennessee
$18.6M +$892K +44,478 +5%
EHPM
44
Emery Howard Portfolio Management
California
$17.7M +$183K +9,135 +1%
HWA
45
HHM Wealth Advisors
Tennessee
$17.6M +$1.68M +83,880 +11%
PFM
46
Parsec Financial Management
North Carolina
$17.6M +$2.16M +107,865 +14%
BCMO
47
Buckingham Capital Management (Ohio)
Ohio
$16.6M +$392K +19,575 +2%
CWM
48
Campbell Wealth Management
Virginia
$16.4M +$900K +44,868 +6%
SFS
49
Summit Financial Strategies
Ohio
$16.1M +$339K +16,926 +2%
LIM
50
Leavell Investment Management
Alabama
$15.9M +$270K +13,467 +2%
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