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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
Envestnet Asset Management
Illinois
$121M
2
HI
Horizon Investments
North Carolina
$69.3M
3
PI
PFS Investments
Georgia
$27.3M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$79.5M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$18.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.8M
3
FMP
Financial Management Professionals
Texas
$14.8M
4
OIA
OneDigital Investment Advisors
Kansas
$39.5M
5
Financial Engines Advisors
Financial Engines Advisors
California
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
126
North Star Asset Management
Wisconsin
$5.07M +$1.46M +77,586 +41%
LCC
127
Lincoln Capital Corp
Rhode Island
$5M +$3.13M +166,176 +167%
LWAC
128
Laurel Wealth Advisors (California)
California
$4.98M +$3.01M +159,585 +153%
AIM
129
Anchor Investment Management
South Carolina
$4.98M +$622 +33 +0%
LBC
130
Lowe Brockenbrough & Co
Virginia
$4.91M +$574K +30,480 +13%
FI
131
FormulaFolio Investments
Michigan
$4.71M -$559K -29,652 -11%
RCA
132
Reitz Capital Advisors
Michigan
$4.7M -$81.5K -4,326 -2%
PA
133
Planning Alternatives
Michigan
$4.35M -$34.6K -1,836 -0.8%
AWA
134
Acorn Wealth Advisors
Michigan
$4.1M -$467K -23,958 -10%
IDA
135
Intelligence Driven Advisers
California
$3.96M -$1.99M -105,330 -33%
TFS
136
TrustCore Financial Services
Tennessee
$3.96M +$915K +48,537 +30%
OCM
137
One Capital Management
California
$3.9M +$357K +18,930 +10%
VBFG
138
Vishria Bird Financial Group
Tennessee
$3.86M +$132K +7,014 +4%
NWS
139
Newport Wealth Strategies
California
$3.83M +$41.3K +2,190 +1%
CFA
140
Cahill Financial Advisors
Minnesota
$3.8M -$57.6K -3,054 -1%
BP
141
Broadleaf Partners
Ohio
$3.77M +$189K +10,011 +5%
SAM
142
Smithbridge Asset Management
Pennsylvania
$3.62M +$78K +4,137 +2%
SBA
143
Secrest Blakey & Associates
North Carolina
$3.57M +$147K +7,815 +4%
IAS
144
IMA Advisory Services
Colorado
$3.56M +$111K +5,904 +3%
FWP
145
FAS Wealth Partners
Kansas
$3.54M +$65.7K +3,486 +2%
GCA
146
Gradient Capital Advisors
California
$3.53M +$283 +15 +0%
SFWC
147
Strategic Family Wealth Counselors
New Jersey
$3.53M +$163K +8,625 +5%
APSP
148
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.52M -$117K -6,192 -3%
QAM
149
QCI Asset Management
New York
$3.43M -$40.5K -2,151 -1%
PAG
150
Pinnacle Advisory Group
Maryland
$3.36M +$58K +3,078 +2%
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