SCHM icon

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 %
SG
476
Somerset Group
Minnesota
$282K -$116K -5,808 -29%
NF
477
Nikulski Financial
Iowa
$282K – – –
Northern Trust
478
Northern Trust
Illinois
$278K – – –
SWPG
479
Strategic Wealth Partners Group
Illinois
$269K +$269K +13,401 New
NFG
480
Next Financial Group
Texas
$266K +$1.38K +69 +0.5%
QCG
481
Quadrant Capital Group
Ohio
$262K +$241K +12,048 +1,147%
LA
482
LexAurum Advisors
Kansas
$261K – – –
SCA
483
Stillwater Capital Advisors
Pennsylvania
$259K – – –
DAS
484
Dynamic Advisor Solutions
Arizona
$248K -$24.9K -1,239 -9%
AP
485
Appleton Partners
Massachusetts
$248K – – –
TPW
486
Tiller Private Wealth
Pennsylvania
$244K – – –
PL
487
Plancorp LLC
Missouri
$244K +$360 +18 +0.1%
HIM
488
Harbour Investment Management
Washington
$241K – – –
MWA
489
MFA Wealth Advisors
Pennsylvania
$236K +$15.1K +756 +7%
HI
490
Hendershot Investments
Virginia
$236K +$19.9K +993 +9%
PFP
491
Pinnacle Financial Partners
Tennessee
$235K +$963 +48 +0.4%
CFO
492
CVA Family Office
Colorado
$235K +$235K +11,733 New
AWM
493
AE Wealth Management
Kansas
$234K +$8.25K +411 +4%
ADL
494
Asset Dedication LLC
California
$233K – – –
RBCM
495
Raub Brock Capital Management
California
$233K +$2.11K +105 +0.9%
ATPW
496
Ashton Thomas Private Wealth
Arizona
$233K +$233K +11,616 New
RCC
497
Red Cedar Capital
Nebraska
$232K -$78.3K -2,895 -25%
APSI
498
Asset Planning Services Inc
Louisiana
$229K -$6.01K -300 -3%
ACA
499
Ackerman Capital Advisors
Texas
$229K +$229K +11,403 New
BMM
500
Berkshire Money Management
Massachusetts
$227K +$9.4K +468 +4%
18 19
20
21 22