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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 %
PI
626
PFS Investments
Georgia
– -$27.3M -1,450,647 Closed
MCIA
627
Mountain Capital Investment Advisors
Colorado
– -$8.2M -434,991 Closed
SBA
628
Secrest Blakey & Associates
North Carolina
– -$3.57M -189,525 Closed
FFS
629
Founders Financial Securities
Maryland
– -$2.54M -134,694 Closed
WC
630
Westwind Capital
New Mexico
– -$1.97M -104,331 Closed
UBS AM
631
UBS AM
Illinois
– -$1.84M -97,668 Closed
Susquehanna International Group
632
Susquehanna International Group
Pennsylvania
– -$1.59M -84,084 Closed
WP
633
WealthSource Partners
California
– -$677K -35,940 Closed
OWM
634
Opes Wealth Management
California
– -$603K -31,998 Closed
BCM
635
Breiter Capital Management
Florida
– -$437K -23,205 Closed
PA
636
Paracle Advisors
Washington
– -$261K -13,890 Closed
MG
637
Mather Group
Illinois
– -$256K -13,608 Closed
KM
638
Kalos Management
Georgia
– -$211K -10,863 Closed
NIC
639
Northwest Investment Counselors
Oregon
– -$153K -8,097 Closed
FA
640
Financial Advantage
Maryland
– -$114K -6,051 Closed
HCM
641
Horan Capital Management
Maryland
– -$103K -5,481 Closed
CMBA
642
C.M. Bidwell & Associates
Hawaii
– -$33K -1,725 Closed
SB
643
Strategic Blueprint
Georgia
– -$28K -1,500 Closed
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
– -$9K -471 Closed
WCM
645
Whitener Capital Management
North Carolina
– -$7K -378 Closed
HGWM
646
Harvest Group Wealth Management
Massachusetts
– -$6K -333 Closed
GSWM
647
Golden State Wealth Management
California
– -$5K -279 Closed
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