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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
1
Envestnet Asset Management
Illinois
$121M
2
HI
2
Horizon Investments
North Carolina
$69.3M
3
PI
3
PFS Investments
Georgia
$27.3M
4
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$79.5M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$34.8M
3
FMP
3
Financial Management Professionals
Texas
$14.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$39.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
551
Fifth Third Securities
Ohio
– -$3.32M -173,709 Closed
AFS
552
Access Financial Services
Minnesota
– -$2.51M -131,868 Closed
PPP
553
Private Portfolio Partners
New Jersey
– -$735K -38,604 Closed
B
554
Bailard
California
– -$704K -36,990 Closed
CP
555
Camelot Portfolios
Ohio
– -$269K -14,136 Closed
TF
556
Trek Financial
Arizona
– -$222K -11,688 Closed
DSC
557
Duncker Streett & Co
Missouri
– -$144K -7,569 Closed
TNBTD
558
Trustmark National Bank Trust Department
Mississippi
– -$143K -7,500 Closed
ESB
559
Essex Savings Bank
Connecticut
– -$43K -2,280 Closed
ONST
560
Old North State Trust
North Carolina
– -$39K -2,055 Closed
MWC
561
MKD Wealth Coaches
Michigan
– -$32K -1,674 Closed
RCAG
562
Rehmann Capital Advisory Group
Michigan
– -$15.6K -822 Closed
FPFS
563
First Personal Financial Services
North Carolina
– -$14K -750 Closed
HS
564
Horan Securities
United States
– -$12K -651 Closed
Deutsche Bank
565
Deutsche Bank
Germany
– -$11K -594 Closed
VCM
566
Versant Capital Management
Arizona
– -$8K -468 Closed
TFA
567
Transamerica Financial Advisors
Florida
– -$6K -315 Closed
SF
568
Synovus Financial
Georgia
– -$4K -213 Closed
SMFS
569
Squar Milner Financial Services
California
– -$2K -123 Closed
TA
570
TCG Advisors
Texas
– -$2K -123 Closed
AWM
571
Arbor Wealth Management
Florida
– -$2K -117 Closed
DWM
572
Doyle Wealth Management
Florida
– -$1K -42 Closed
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