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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 %
WTC
76
WhitTier Trust Company
Nevada
$11.6M +$101K +5,061 +0.9%
TSWM
77
Triangle Securities Wealth Management
North Carolina
$11.5M +$343K +17,124 +3%
MFGP
78
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.4M +$1.32M +65,643 +13%
CCFM
79
Clear Creek Financial Management
Washington
$11M +$11M +543,948 New
ODCM
80
Old Dominion Capital Management
Virginia
$10.9M -$380K -18,954 -3%
Bank of America
81
Bank of America
North Carolina
$10.9M +$336K +16,764 +3%
AAIM
82
Asset Advisors Investment Management
Georgia
$10.9M +$357K +17,577 +3%
SJIM
83
St. Johns Investment Management
Florida
$10.6M +$2.23K +111 +0%
VNA
84
Valley National Advisers
Pennsylvania
$10.5M -$9.44K -471 -0.1%
EGWAG
85
Elwood & Goetz Wealth Advisory Group
Georgia
$10.3M +$636K +31,701 +7%
BSB
86
Bangor Savings Bank
Maine
$10.1M +$555K +27,696 +6%
SWRP
87
Summit Wealth & Retirement Planning
California
$10.1M +$138K +6,879 +1%
PEA
88
Pacific Edge Advisors
California
$10M +$2.12M +105,540 +27%
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$9.85M +$345K +17,190 +4%
AA
90
Advisory Alpha
Michigan
$9.55M +$358K +17,724 +4%
PIMG
91
Patriot Investment Management Group
Tennessee
$9.48M -$197K -9,834 -2%
AMG
92
Asset Management Group
Connecticut
$9.24M +$262K +13,062 +3%
SHJ
93
Sharkey, Howes & Javer
Colorado
$8.98M -$580K -28,923 -6%
BSAM
94
Blue Square Asset Management
New York
$8.68M +$2.34M +116,484 +37%
NCM
95
Northwest Capital Management
Oregon
$8.67M +$555K +27,669 +7%
LIM
96
Lathrop Investment Management
Arkansas
$8.44M +$178K +8,880 +2%
PAG
97
Private Advisor Group
New Jersey
$8.35M +$1.32M +65,730 +19%
MWP
98
Meridian Wealth Partners
Pennsylvania
$8.25M +$8.25M +411,261 New
AWMG
99
Alliance Wealth Management Group
New Jersey
$8.1M +$312K +15,582 +4%
TCM
100
Towercrest Capital Management
Pennsylvania
$8.1M +$312K +15,582 +4%
2 3
4
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