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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.

New
Increased
Maintained
Reduced
Closed
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
FormulaFolio Investments
Michigan
$49.9M
2
PCIA
Prime Capital Investment Advisors
Kansas
$53M
3
FMP
Financial Management Professionals
Texas
$29.9M
4
Financial Engines Advisors
Financial Engines Advisors
California
$156M
5
CAN
Cetera Advisor Networks
California
$12.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.3M
2
HI
Horizon Investments
North Carolina
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$42.9M
4
PI
PFS Investments
Georgia
$0
5
MCIA
Mountain Capital Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCC
126
Lincoln Capital Corp
Rhode Island
$5.9M +$579K +28,878 +11%
ACA
127
Affinity Capital Advisors
California
$5.83M +$5.83M +290,943 New
CCM
128
Colorado Capital Management
Colorado
$5.79M -$2.41K -120 -0%
KF
129
Krilogy Financial
Missouri
$5.72M +$54.9K +2,739 +1%
IWMA
130
Ironwood Wealth Management (Arizona)
Arizona
$5.67M -$356K -17,745 -6%
RWA
131
Redhawk Wealth Advisors
Minnesota
$5.63M -$451K -22,485 -7%
AIM
132
Anchor Investment Management
South Carolina
$5.61M +$321K +16,023 +6%
LWAC
133
Laurel Wealth Advisors (California)
California
$5.52M +$221K +11,010 +4%
APW
134
Aurora Private Wealth
New Jersey
$5.36M +$5.36M +267,477 New
MA
135
MCF Advisors
Kentucky
$5.18M -$294K -14,676 -5%
ATWA
136
Arbor Trust Wealth Advisors
Michigan
$5.11M +$5.11M +254,658 New
FVWA
137
Foster Victor Wealth Advisors
South Carolina
$4.96M -$555K -27,678 -10%
RCA
138
Reitz Capital Advisors
Michigan
$4.95M -$52.9K -2,637 -1%
LCM
139
Leisure Capital Management
California
$4.9M -$2.84M -141,756 -37%
EWA
140
Exencial Wealth Advisors
Oklahoma
$4.85M +$1.75M +87,363 +57%
SWM
141
Sculati Wealth Management
Michigan
$4.84M +$4.84M +241,518 New
ACWM
142
Adams Chetwood Wealth Management
North Carolina
$4.64M +$4.64M +231,543 New
PA
143
Planning Alternatives
Michigan
$4.6M -$24.9K -1,242 -0.5%
ASN
144
Advisory Services Network
Georgia
$4.41M +$889K +44,316 +25%
RM
145
Resource Management
Louisiana
$4.35M +$2.25M +112,095 +107%
TFS
146
TrustCore Financial Services
Tennessee
$4.35M +$135K +6,720 +3%
VBFG
147
Vishria Bird Financial Group
Tennessee
$4.33M +$225K +11,223 +5%
IAP
148
Indie Asset Partners
Indiana
$4.28M +$4.28M +213,675 New
NWS
149
Newport Wealth Strategies
California
$4.27M +$208K +10,377 +5%
BP
150
Broadleaf Partners
Ohio
$4.18M +$172K +8,595 +4%
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