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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.

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 %
PFM
51
Parsec Financial Management
North Carolina
$14.5M +$2.69M +142,863 +23%
CCM
52
CWH Capital Management
Washington
$14.5M -$179K -9,474 -1%
UWM
53
USAdvisors Wealth Management
Minnesota
$14M +$92.7K +4,920 +0.7%
SIC
54
Salem Investment Counselors
North Carolina
$13.8M +$115K +6,117 +0.8%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$13.8M -$424K -22,524 -3%
PCIA
56
Prime Capital Investment Advisors
Kansas
$13.5M +$8.95M +475,011 +197%
RRWA
57
Rainey & Randall Wealth Advisors
Florida
$13.4M +$633K +33,570 +5%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$13.4M +$38K +2,016 +0.3%
DP
59
Denver PWM
Colorado
$13.2M +$16.4K +873 +0.1%
LF
60
Lee Financial
Texas
$13.2M -$1.03M -54,399 -7%
IWS
61
Insight Wealth Strategies
California
$13M +$750K +39,816 +6%
MI
62
Moneywise Inc
Virginia
$12.8M +$19.3K +1,023 +0.2%
OFG
63
Omega Financial Group
California
$12.4M +$324K +17,193 +3%
MAG
64
Mokosak Advisory Group
Iowa
$11.7M +$173K +9,180 +1%
GAM
65
Gemmer Asset Management
California
$11.5M -$83.4K -4,425 -0.7%
AWS
66
AJ Wealth Strategies
New York
$11.5M +$541K +28,722 +5%
TLP
67
Trinity Legacy Partners
Texas
$11.3M -$613K -32,874 -5%
BWM
68
BerganKDV Wealth Management
Minnesota
$11.1M +$9.16K +486 +0.1%
SFG
69
Sage Financial Group
Pennsylvania
$10.9M -$237K -12,600 -2%
FNC
70
First National Corp
Massachusetts
$10.9M +$89.5K +4,749 +0.8%
WTC
71
WhitTier Trust Company
Nevada
$10.8M +$323K +17,163 +3%
ODCM
72
Old Dominion Capital Management
Virginia
$10.6M -$180K -9,567 -2%
TSWM
73
Triangle Securities Wealth Management
North Carolina
$10.5M +$361K +19,173 +4%
IA
74
IFP Advisors
Florida
$10.1M +$10.1M +536,292 New
Bank of America
75
Bank of America
North Carolina
$9.97M +$837K +44,397 +9%
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