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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 %
CFIA
151
Cantor Fitzgerald Investment Advisors
New York
$3.35M -$1.92M -102,063 -36%
ASN
152
Advisory Services Network
Georgia
$3.35M – – –
MAS
153
Madden Advisory Services
Florida
$3.33M -$742K -39,381 -18%
CA
154
Capital Advantage
California
$3.31M +$3.31M +175,422 New
BAM
155
Berkshire Asset Management
Pennsylvania
$3.17M -$775K -41,115 -20%
BAMG
156
Brand Asset Management Group
Missouri
$3.07M +$78.2K +4,149 +3%
KCPG
157
Kavar Capital Partners Group
Kansas
$3.06M +$230K +12,219 +8%
BC
158
Burleson & Co
California
$3.02M -$114K -6,042 -4%
BC
159
Brio Consultants
California
$3.01M -$29.7K -1,575 -1%
RWA
160
River Wealth Advisors
Pennsylvania
$2.97M +$215K +11,382 +8%
AFG
161
Albion Financial Group
Utah
$2.93M -$36.4K -1,929 -1%
EWA
162
Exencial Wealth Advisors
Oklahoma
$2.91M +$2.91M +154,581 New
SIA
163
Starfire Investment Advisers
Michigan
$2.89M +$184K +9,759 +7%
Goldman Sachs
164
Goldman Sachs
New York
$2.87M +$603K +32,022 +27%
WSTAM
165
Wilbanks Smith & Thomas Asset Management
Virginia
$2.86M +$18.8K +999 +0.7%
PWA
166
Providence Wealth Advisors
Illinois
$2.86M +$50.2K +2,664 +2%
PFT
167
Providence First Trust
Arizona
$2.82M +$113 +6 +0%
BBPWM
168
Blue Bell Private Wealth Management
Pennsylvania
$2.79M -$1.64K -87 -0.1%
CWM
169
Chesapeake Wealth Management
Virginia
$2.79M +$99.9K +5,301 +4%
SDWMA
170
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.75M +$130K +6,903 +5%
FC
171
Forte Capital
New York
$2.71M +$75.7K +4,017 +3%
PCMC
172
Private Capital Management (Colorado)
Colorado
$2.68M -$51.8K -2,748 -2%
JWA
173
JFS Wealth Advisors
Pennsylvania
$2.67M -$21.8K -1,155 -0.8%
HB
174
Homrich & Berg
Georgia
$2.65M -$87.6K -4,650 -3%
AOWM
175
Alpha Omega Wealth Management
Virginia
$2.64M +$40.9K +2,094 +2%
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