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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 %
LWANC
476
Laurel Wealth Advisors (North Carolina)
North Carolina
$117K +$21.2K +1,125 +22%
FA
477
Financial Advantage
Maryland
$114K +$114K +6,051 New
GWM
478
Geneos Wealth Management
Colorado
$112K -$729 -39 -0.6%
HCM
479
Horan Capital Management
Maryland
$103K -$5.92K -315 -5%
AIC
480
Ameritas Investment Company
Nebraska
$97K +$97K +5,145 New
GRP
481
Global Retirement Partners
California
$90K +$9.54K +507 +12%
CDIA
482
Capital Directions Investment Advisors
Georgia
$86K +$3.57K +189 +4%
CIAS
483
Capital Investment Advisory Services
North Carolina
$84K +$16.5K +876 +24%
S
484
SignatureFD
Georgia
$79K – – –
TWA
485
TCI Wealth Advisors
Arizona
$78K +$27K +1,437 +53%
PC
486
Permanens Capital
New York
$77K – – –
TSW
487
Thompson Siegel & Walmsley
Virginia
$74K – – –
FHA
488
First Horizon Advisors
Tennessee
$64K +$6.64K +354 +12%
CAL
489
Capital Advisors Ltd
Ohio
$59K – – –
Citigroup
490
Citigroup
New York
$52K +$19.1K +1,011 +58%
JFA
491
JNBA Financial Advisors
Minnesota
$52K +$40.7K +2,163 +361%
MAU
492
MRA Associates USA
Arizona
$50.8K +$50.8K +2,694 New
CAC
493
Certified Advisory Corp
Florida
$49K +$1.19K +63 +2%
PK
494
Pflug Koory
Nebraska
$47K +$10K +531 +27%
CFD
495
Creative Financial Designs
Indiana
$45K +$6.45K +351 +17%
SSB
496
Sandy Spring Bank
Maryland
$43K – – –
MSFP
497
Mark Sheptoff Financial Planning
Connecticut
$41K – – –
BCM
498
Blume Capital Management
California
$40K -$56 -3 -0.1%
CWM
499
Cranbrook Wealth Management
Michigan
$40K – – –
PMFA
500
Plante Moran Financial Advisors
Michigan
$37K +$16.1K +852 +77%
18 19
20
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