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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.

New
Increased
Maintained
Reduced
Closed
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 %
SJIM
76
St. Johns Investment Management
Florida
$9.93M +$75.4K +3,999 +0.8%
VNA
77
Valley National Advisers
Pennsylvania
$9.85M +$396 +21 +0%
AAIM
78
Asset Advisors Investment Management
Georgia
$9.75M +$770K +40,863 +9%
MGIA
79
Moneta Group Investment Advisors
Missouri
$9.7M +$6.71M +355,827 +224%
MAM
80
Marquette Asset Management
Minnesota
$9.61M +$546K +28,965 +6%
MFGP
81
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.5M +$703K +37,311 +8%
SWRP
82
Summit Wealth & Retirement Planning
California
$9.32M +$220K +11,676 +2%
EGWAG
83
Elwood & Goetz Wealth Advisory Group
Georgia
$9.06M +$875K +46,407 +11%
SHJ
84
Sharkey, Howes & Javer
Colorado
$8.99M -$237K -12,582 -3%
BSB
85
Bangor Savings Bank
Maine
$8.97M +$719K +38,160 +9%
CFMC
86
Curbstone Financial Management Corp
New Hampshire
$8.94M +$84.8K +4,500 +1%
PIMG
87
Patriot Investment Management Group
Tennessee
$8.91M -$21.1K -1,146 -0.2%
AMG
88
Asset Management Group
Connecticut
$8.44M +$1.03M +54,663 +14%
AA
89
Advisory Alpha
Michigan
$8.4M +$740K +40,104 +10%
BA
90
Bristlecone Advisors
Washington
$8.25M +$58.3K +3,093 +0.7%
MCIA
91
Mountain Capital Investment Advisors
Colorado
$8.2M +$308K +16,323 +4%
LIM
92
Lathrop Investment Management
Arkansas
$7.77M -$90.5K -4,803 -1%
NCM
93
Northwest Capital Management
Oregon
$7.62M -$62.8K -3,330 -0.8%
PEA
94
Pacific Edge Advisors
California
$7.44M +$187K +9,945 +3%
RRC
95
Relaxing Retirement Coach
Massachusetts
$7.38M -$55.6K -2,952 -0.7%
BCA
96
Biltmore Capital Advisors
New Jersey
$7.36M +$607K +32,190 +9%
AWMG
97
Alliance Wealth Management Group
New Jersey
$7.32M +$67.9K +3,603 +0.9%
TCM
98
Towercrest Capital Management
Pennsylvania
$7.32M +$67.9K +3,603 +0.9%
WMG
99
WESCAP Management Group
California
$7.28M -$248K -13,176 -3%
LCM
100
Leisure Capital Management
California
$7.28M +$76.6K +4,065 +1%
2 3
4
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