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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 %
GA
501
Gateway Advisory
New Jersey
$224K – – –
FC
502
Fusion Capital
South Carolina
$223K +$223K +11,142 New
RWM
503
RBA Wealth Management
California
$222K -$8.33K -414 -4%
CCA
504
Column Capital Advisors
Indiana
$222K +$222K +11,076 New
DCM
505
Donaldson Capital Management
Indiana
$221K – – –
AWM
506
Apollon Wealth Management
South Carolina
$220K +$122 +6 +0.1%
William Blair & Company
507
William Blair & Company
Illinois
$219K +$203K +10,092 +1,251%
KP
508
Keel Point
Alabama
$217K -$19.6K -978 -8%
RWM
509
Ritholtz Wealth Management
New York
$213K -$8.43K -420 -4%
PWS
510
Peloton Wealth Strategists
Indiana
$213K +$213K +10,599 New
RG
511
Retirement Group
California
$213K +$213K +10,644 New
SFG
512
SNS Financial Group
Minnesota
$210K -$60.4K -3,018 -22%
Fidelity Investments
513
Fidelity Investments
Massachusetts
$210K +$33.5K +1,677 +19%
MCP
514
Mirador Capital Partners
California
$207K +$207K +10,302 New
Bank of New York Mellon
515
Bank of New York Mellon
New York
$205K -$251K -12,486 -55%
MWM
516
MBE Wealth Management
Wisconsin
$205K +$205K +10,263 New
GF
517
Goodman Financial
Texas
$202K +$202K +10,065 New
CBFP
518
Cedar Brook Financial Partners
Ohio
$201K -$30.2K -1,509 -13%
RW
519
REDW Wealth
New Mexico
$200K -$33.6K -1,677 -14%
RFA
520
Reilly Financial Advisors
California
$197K -$12.5K -624 -6%
Bank of Montreal
521
Bank of Montreal
Ontario, Canada
$197K +$57K +2,844 +41%
MWP
522
MYCIO Wealth Partners
Pennsylvania
$189K +$1.38K +69 +0.7%
CAGAS
523
Capital Advisory Group Advisory Services
Minnesota
$189K +$189K +9,381 New
DSC
524
Duncker Streett & Co
Missouri
$189K +$189K +9,420 New
FCA
525
FinTrust Capital Advisors
South Carolina
$187K +$30.4K +1,515 +19%
19 20
21
22 23