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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 %
TCM
101
Tradewinds Capital Management
Washington
$7.13M +$147K +7,815 +2%
ECM
102
Exchange Capital Management
Michigan
$7.06M +$26.1K +1,386 +0.4%
PFM
103
Peak Financial Management
Massachusetts
$6.95M +$125K +6,612 +2%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$6.87M -$304K -16,134 -4%
CCA
105
Clearwater Capital Advisors
Illinois
$6.82M +$1.02M +54,258 +18%
JIC
106
Johnson Investment Counsel
Ohio
$6.78M -$43.3K -2,295 -0.6%
PAG
107
Private Advisor Group
New Jersey
$6.61M +$2.74M +145,515 +71%
EVM
108
Eaton Vance Management
Massachusetts
$6.5M +$17K +900 +0.3%
PAI
109
Pittenger & Anderson Inc
Nebraska
$6.44M -$9.78K -519 -0.2%
AG
110
Advisor Group
Arizona
$6.44M +$3.92M +208,107 +156%
BDF
111
Black Diamond Financial
Maryland
$6.37M +$764K +40,842 +14%
BSAM
112
Blue Square Asset Management
New York
$5.96M +$5.96M +316,173 New
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$5.86M +$401K +21,303 +7%
RWA
114
Redhawk Wealth Advisors
Minnesota
$5.72M -$135K -7,149 -2%
AWM
115
Avior Wealth Management
Nebraska
$5.7M +$101K +5,376 +2%
IWMA
116
Ironwood Wealth Management (Arizona)
Arizona
$5.67M -$4.05M -215,148 -42%
TYCC
117
Texas Yale Capital Corp
Florida
$5.62M +$4.07K +216 +0.1%
MWM
118
MinichMacGregor Wealth Management
New York
$5.53M -$1.91M -101,343 -26%
CMP
119
Courage Miller Partners
Virginia
$5.46M -$452 -24 -0%
CCM
120
Colorado Capital Management
Colorado
$5.44M +$257K +13,653 +5%
NDSI
121
Newman Dignan & Sheerar Inc
Rhode Island
$5.35M -$428K -22,686 -7%
KF
122
Krilogy Financial
Missouri
$5.33M +$436K +23,127 +9%
DC
123
Davenport & Co
Virginia
$5.18M -$77.5K -4,074 -1%
MA
124
MCF Advisors
Kentucky
$5.15M +$218K +11,565 +4%
FVWA
125
Foster Victor Wealth Advisors
South Carolina
$5.09M +$1.03M +55,530 +25%
3 4
5
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