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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 %
LDFR
501
Lehman & Derafelo Financial Resources
Pennsylvania
$35K -$5.5K -288 -14%
CMBA
502
C.M. Bidwell & Associates
Hawaii
$33K -$266K -13,920 -89%
HPC
503
HM Payson & Co
Maine
$30K +$30K +1,575 New
CFA
504
Carroll Financial Associates
North Carolina
$28K -$52.1K -2,793 -65%
GWS
505
Glassman Wealth Services
Virginia
$28K -$11.1K -597 -28%
SB
506
Strategic Blueprint
Georgia
$28K +$28K +1,500 New
PFGIA
507
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
IRC
509
Investors Research Corp
Georgia
$24K +$22K +1,182 +1,094%
SIAP
510
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
JPMorgan Chase & Co
511
JPMorgan Chase & Co
New York
$23K – – –
BWA
512
BDO Wealth Advisors
Florida
$21K – – –
EI
513
Ellevest Inc
New York
$19K -$41.4K -2,220 -69%
QCG
514
Quadrant Capital Group
Ohio
$19K – – –
QCMC
515
Quantum Capital Management (California)
California
$18K +$18K +975 New
PO
516
Private Ocean
California
$17K +$16.6K +870 +4,143%
NSIM
517
North Star Investment Management
Illinois
$16K +$16K +825 New
William Blair & Company
518
William Blair & Company
Illinois
$15K – – –
LFG
519
LifePlan Financial Group
Ohio
$15K +$112 +6 +0.7%
ME
520
McIlrath & Eck
Washington
$14K – – –
MIM
521
Macroview Investment Management
Maryland
$14K +$5.11K +276 +58%
BWP
522
Baldwin Wealth Partners
Massachusetts
$13K – – –
AWM
523
AllSquare Wealth Management
New York
$13K – – –
HCA
524
Horan Capital Advisors
Ohio
$12K +$12K +645 New
TF
525
TimeScale Financial
Massachusetts
$10K – – –
19 20
21
22 23