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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.

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 %
CCM
51
CWH Capital Management
Washington
$15.7M +$278K +13,875 +2%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$15M -$707K -35,256 -5%
SIC
53
Salem Investment Counselors
North Carolina
$14.8M +$97.5K +4,863 +0.7%
RRWA
54
Rainey & Randall Wealth Advisors
Florida
$14.8M +$505K +25,173 +4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$14.6M -$16.5K -825 -0.1%
MGIA
56
Moneta Group Investment Advisors
Missouri
$14.6M +$4.28M +213,306 +41%
DP
57
Denver PWM
Colorado
$14.5M +$389K +19,350 +3%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$14.3M +$132K +6,606 +0.9%
AWS
59
AJ Wealth Strategies
New York
$14.1M +$1.89M +94,161 +15%
IWS
60
Insight Wealth Strategies
California
$14M +$166K +8,256 +1%
FWM
61
Filbrandt Wealth Management
Wisconsin
$14M +$14M +695,946 New
LF
62
Lee Financial
Texas
$13.4M -$619K -30,891 -4%
OFG
63
Omega Financial Group
California
$13.4M +$160K +7,998 +1%
MAG
64
Mokosak Advisory Group
Iowa
$13M +$470K +23,427 +4%
MI
65
Moneywise Inc
Virginia
$12.7M -$35.6K -1,887 -0.3%
GAM
66
Gemmer Asset Management
California
$12.6M +$334K +16,644 +3%
RC
67
Rovin Capital
Arizona
$12.5M +$12.5M +621,978 New
CAN
68
Cetera Advisor Networks
California
$12.4M +$11.8M +588,039 +1,790%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$12.1M -$4.28M -212,838 -26%
BWM
70
BerganKDV Wealth Management
Minnesota
$11.9M +$65.1K +3,249 +0.6%
IA
71
IFP Advisors
Florida
$11.9M +$1.13M +56,559 +11%
FNC
72
First National Corp
Massachusetts
$11.8M +$186K +9,300 +2%
TLP
73
Trinity Legacy Partners
Texas
$11.7M -$493K -24,459 -4%
MAM
74
Marquette Asset Management
Minnesota
$11.7M +$1.46M +72,834 +14%
SFG
75
Sage Financial Group
Pennsylvania
$11.6M +$27.7K +1,383 +0.2%
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