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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 %
SIAP
576
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
JPMorgan Chase & Co
577
JPMorgan Chase & Co
New York
$24K – – –
BWA
578
BDO Wealth Advisors
Florida
$23K – – –
EWM
579
EPG Wealth Management
Georgia
$22K +$22K +1,095 New
MIM
580
Macroview Investment Management
Maryland
$21K +$5.79K +288 +38%
EI
581
Ellevest Inc
New York
$20K – – –
QCMC
582
Quantum Capital Management (California)
California
$20K – – –
PO
583
Private Ocean
California
$18K – – –
ME
584
McIlrath & Eck
Washington
$18K +$3.01K +153 +20%
PMFA
585
Plante Moran Financial Advisors
Michigan
$17K -$23K -1,128 -57%
LFG
586
LifePlan Financial Group
Ohio
$16K +$59 +3 +0.4%
NSIM
587
North Star Investment Management
Illinois
$14K -$2.04K -105 -13%
BWP
588
Baldwin Wealth Partners
Massachusetts
$14K – – –
AWM
589
AllSquare Wealth Management
New York
$14K – – –
ACA
590
Aptus Capital Advisors
Alabama
$14K +$14K +714 New
HCA
591
Horan Capital Advisors
Ohio
$13K – – –
PA
592
PSI Advisors
Florida
$13K +$13K +660 New
SIS
593
Sound Income Strategies
Florida
$11K +$11K +543 New
GT
594
Glenmede Trust
Pennsylvania
$10K -$76.9K -4,152 -88%
TL
595
TrueWealth LLC
Georgia
$10K – – –
TF
596
TimeScale Financial
Massachusetts
$10K – – –
EK
597
Evensky & Katz
Florida
$9K -$315K -16,782 -97%
GI
598
Gradient Investments
Minnesota
$8K – – –
WEC
599
Winslow Evans & Crocker
Massachusetts
$8K – – –
CIAS
600
CBIZ Investment Advisory Services
Ohio
$8K – – –
22 23
24
25 26