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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 %
PK
551
Pflug Koory
Nebraska
$77K +$26.8K +1,332 +53%
GWM
552
Geneos Wealth Management
Colorado
$71K -$48.5K -2,430 -41%
AWM
553
Atticus Wealth Management
Florida
$71K +$71K +3,540 New
CAL
554
Capital Advisors Ltd
Ohio
$63K – – –
PC
555
Permanens Capital
New York
$61K -$21.1K -1,050 -26%
FHA
556
First Horizon Advisors
Tennessee
$61K -$7.06K -354 -10%
CAC
557
Certified Advisory Corp
Florida
$53K +$544 +27 +1%
CFD
558
Creative Financial Designs
Indiana
$50K +$784 +39 +2%
CTC
559
Central Trust Company
Missouri
$47K +$44K +2,178 +1,452%
JFA
560
JNBA Financial Advisors
Minnesota
$45K -$10.5K -522 -19%
MSFP
561
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
HIA
562
Harbor Investment Advisory
Maryland
$44K +$44K +2,175 New
CWM
563
Cranbrook Wealth Management
Michigan
$43K – – –
BCM
564
Blume Capital Management
California
$42K – – –
LDFR
565
Lehman & Derafelo Financial Resources
Pennsylvania
$37K – – –
TPCW
566
TD Private Client Wealth
New York
$34.6K +$34.6K +1,725 New
OPS
567
Orion Portfolio Solutions
Nebraska
$34K +$34K +1,716 New
HPC
568
HM Payson & Co
Maine
$32K – – –
GWS
569
Glassman Wealth Services
Virginia
$32K +$1.85K +93 +6%
WPA
570
West Paces Advisors
Georgia
$30.1K -$602K -30,000 -95%
CFA
571
Carroll Financial Associates
North Carolina
$30K – – –
SFPG
572
Stonebridge Financial Planning Group
Florida
$30K +$30K +1,497 New
IRC
573
Investors Research Corp
Georgia
$26K – – –
PIP
574
Peachtree Investment Partners
Florida
$25K +$25K +1,272 New
Carson Wealth (CWM LLC)
575
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
21 22
23
24 25