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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 %
RRC
101
Relaxing Retirement Coach
Massachusetts
$7.85M -$1.93K -96 -0%
TCM
102
Tradewinds Capital Management
Washington
$7.69M +$101K +5,055 +1%
UWM
103
USAdvisors Wealth Management
Minnesota
$7.62M -$7.28M -363,174 -49%
CCA
104
Clearwater Capital Advisors
Illinois
$7.58M +$326K +16,284 +5%
WMG
105
WESCAP Management Group
California
$7.54M -$210K -10,455 -3%
PFM
106
Peak Financial Management
Massachusetts
$7.4M +$5.41K +270 +0.1%
JIC
107
Johnson Investment Counsel
Ohio
$7.37M +$162K +8,076 +2%
BCA
108
Biltmore Capital Advisors
New Jersey
$7.37M -$463K -23,076 -6%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$7.11M -$198K -9,864 -3%
ECM
110
Exchange Capital Management
Michigan
$7.03M -$483K -24,075 -6%
PAI
111
Pittenger & Anderson Inc
Nebraska
$7.01M +$160K +7,971 +2%
IWP
112
IAG Wealth Partners
Wisconsin
$6.91M +$6.91M +344,826 New
EVM
113
Eaton Vance Management
Massachusetts
$6.91M -$7.52K -375 -0.1%
DC
114
Davenport & Co
Virginia
$6.66M +$1.2M +59,664 +22%
BDF
115
Black Diamond Financial
Maryland
$6.66M -$169K -8,445 -2%
SL
116
Systelligence LLC
Minnesota
$6.6M +$6.6M +329,259 New
MWM
117
MinichMacGregor Wealth Management
New York
$6.51M +$624K +31,140 +11%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$6.37M +$137K +6,840 +2%
NSAM
119
North Star Asset Management
Wisconsin
$6.27M +$884K +44,097 +16%
MA
120
Modus Advisors
Minnesota
$6.16M +$6.16M +307,110 New
BA
121
Bristlecone Advisors
Washington
$6.01M -$2.77M -138,129 -32%
TYCC
122
Texas Yale Capital Corp
Florida
$5.99M +$11.8K +591 +0.2%
Jane Street
123
Jane Street
New York
$5.97M +$5.97M +297,498 New
LBC
124
Lowe Brockenbrough & Co
Virginia
$5.95M +$724K +36,120 +14%
CMP
125
Courage Miller Partners
Virginia
$5.93M +$121K +6,051 +2%
3 4
5
6 7