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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 %
1IA
601
1834 Investment Advisors
Wisconsin
$8K – – –
FCM
602
Firestone Capital Management
Florida
$8K +$8K +378 New
HCM
603
Horrell Capital Management
Arkansas
$7K – – –
LFG
604
Larson Financial Group
Missouri
$6K – – –
SMG
605
Spectrum Management Group
Indiana
$6K – – –
NDSI
606
Newman Dignan & Sheerar Inc
Rhode Island
$5.81K +$114 +5,664 +2%
BEI
607
Benjamin Edwards Inc
Missouri
$5K – – –
BAM
608
Barrett Asset Management
New York
$5K – – –
CAAS
609
Capital Asset Advisory Services
Michigan
$5K +$5K +231 New
IA
610
Independence Advisors
Pennsylvania
$5K +$5K +270 New
BWA
611
Burt Wealth Advisors
Maryland
$4K – – –
IFWM
612
Institute for Wealth Management
Colorado
$4K +$4K +189 New
DTIM
613
Danda Trouve Investment Management
Kansas
$4K +$4K +198 New
GI
614
GS Investments
Minnesota
$3.84K +$165 +9 +4%
KC
615
Knuff & Co
California
$3K – – –
TCOV
616
Trust Company of Vermont
Vermont
$3K – – –
QCMNJ
617
Quantum Capital Management (New Jersey)
New Jersey
$3K – – –
Fifth Third Bancorp
618
Fifth Third Bancorp
Ohio
$2K – – –
SFSG
619
Stearns Financial Services Group
North Carolina
$2K +$56 +3 +3%
DI
620
Disciplined Investments
Oklahoma
$2K +$2K +78 New
CP
621
Corbenic Partners
Pennsylvania
$2K +$2K +84 New
SMFS
622
Squar Milner Financial Services
California
$2K +$2K +123 New
RBC
623
Roble Belko & Company
Pennsylvania
$1K -$3.91K -270 -80%
PGAM
624
Princeton Global Asset Management
New Jersey
$750 +$51 +2,553 +7%
HI
625
Horizon Investments
North Carolina
– -$69.3M -3,675,564 Closed
22 23 24
25
26