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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 %
TL
526
TrueWealth LLC
Georgia
$9K – – –
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$9K +$9K +471 New
GI
528
Gradient Investments
Minnesota
$8K – – –
1IA
529
1834 Investment Advisors
Wisconsin
$8K – – –
HCM
530
Horrell Capital Management
Arkansas
$7K – – –
WCM
531
Whitener Capital Management
North Carolina
$7K +$333 +18 +5%
HGWM
532
Harvest Group Wealth Management
Massachusetts
$6K -$18.9K -1,050 -76%
WEC
533
Winslow Evans & Crocker
Massachusetts
$6K – – –
RBC
534
Roble Belko & Company
Pennsylvania
$6K – – –
SMG
535
Spectrum Management Group
Indiana
$6K – – –
LFG
536
Larson Financial Group
Missouri
$6K +$56 +3 +0.9%
BEI
537
Benjamin Edwards Inc
Missouri
$5K -$471 -24 -9%
GSWM
538
Golden State Wealth Management
California
$5K – – –
BAM
539
Barrett Asset Management
New York
$4K – – –
BWA
540
Burt Wealth Advisors
Maryland
$4K – – –
GI
541
GS Investments
Minnesota
$3.8K – – –
CTC
542
Central Trust Company
Missouri
$3K -$8.4K -420 -74%
KC
543
Knuff & Co
California
$3K – – –
TCOV
544
Trust Company of Vermont
Vermont
$3K – – –
QCMNJ
545
Quantum Capital Management (New Jersey)
New Jersey
$3K +$3K +150 New
Fifth Third Bancorp
546
Fifth Third Bancorp
Ohio
$2K -$6.91K -363 -78%
SFSG
547
Stearns Financial Services Group
North Carolina
$2K -$914 -48 -31%
GT
548
Glenmede Trust
Pennsylvania
$88 – – –
MWM
549
Merriman Wealth Management
Washington
– -$52.9K -276,216 Closed
Jane Street
550
Jane Street
New York
– -$3.73M -196,164 Closed
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