SCHM icon

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 %
CFA
151
Cahill Financial Advisors
Minnesota
$4.12M +$84.8K +4,230 +2%
AWA
152
Acorn Wealth Advisors
Michigan
$4.02M -$203K -10,125 -5%
SAM
153
Smithbridge Asset Management
Pennsylvania
$4M +$150K +7,470 +4%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.98M +$183K +9,015 +5%
FWP
155
FAS Wealth Partners
Kansas
$3.97M +$209K +10,416 +6%
IDA
156
Intelligence Driven Advisers
California
$3.96M -$251K -12,507 -6%
PAG
157
Pinnacle Advisory Group
Maryland
$3.91M +$336K +16,758 +9%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$3.9M +$1.11M +55,533 +40%
IAS
159
IMA Advisory Services
Colorado
$3.87M +$81.4K +4,059 +2%
GCA
160
Gradient Capital Advisors
California
$3.86M +$104K +5,172 +3%
SFWC
161
Strategic Family Wealth Counselors
New Jersey
$3.85M +$98.8K +4,926 +3%
CA
162
Capital Advantage
California
$3.69M +$128K +6,306 +4%
KCPG
163
Kavar Capital Partners Group
Kansas
$3.67M +$413K +20,586 +13%
CWA
164
Carolina Wealth Advisors
South Carolina
$3.58M +$3.58M +178,680 New
EW
165
Element Wealth
Mississippi
$3.55M +$3.55M +177,168 New
CFIA
166
Cantor Fitzgerald Investment Advisors
New York
$3.5M -$68.9K -3,438 -2%
JWBC
167
John W. Brooker & Co
California
$3.46M +$3.46M +172,569 New
CONA
168
Capital One National Association
New York
$3.4M +$3.4M +169,623 New
BAM
169
Berkshire Asset Management
Pennsylvania
$3.39M +$24.5K +1,221 +0.7%
SDWMA
170
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.37M +$451K +22,512 +15%
RWA
171
River Wealth Advisors
Pennsylvania
$3.36M +$201K +10,014 +6%
EE
172
EWG Elevate
California
$3.32M +$3.32M +165,348 New
BAMG
173
Brand Asset Management Group
Missouri
$3.25M -$17.5K -873 -0.5%
AG
174
Advisor Group
Arizona
$3.18M -$3.67M -183,087 -54%
BC
175
Burleson & Co
California
$3.15M -$107K -5,229 -3%
5 6
7
8 9