SCHM icon

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 %
MIAN
176
Mariner Independent Advisor Network
Kansas
$2.63M -$24.7K -1,329 -0.9%
FANJ
177
Financial Architects (New Jersey)
New Jersey
$2.62M +$807K +42,819 +45%
CCM
178
Condor Capital Management
New Jersey
$2.61M -$34.8K -1,845 -1%
FA
179
Fagan Associates
New York
$2.54M +$6.45K +342 +0.3%
FFS
180
Founders Financial Securities
Maryland
$2.54M +$2.54M +134,694 New
EFSCE
181
Enterprise Financial Services Corp (EFSC)
Missouri
$2.47M -$67.8K -3,597 -3%
AL
182
Aspiriant LLC
California
$2.46M -$334K -17,700 -12%
FHB
183
First Hawaiian Bank
Hawaii
$2.46M -$266K -14,124 -10%
SWM
184
Stockman Wealth Management
Montana
$2.41M +$114K +6,042 +5%
SFA
185
Sequoia Financial Advisors
Ohio
$2.39M +$7.75K +411 +0.3%
BL
186
Balentine LLC
Georgia
$2.38M – – –
IF
187
Ironwood Financial
Arizona
$2.36M +$102K +5,427 +5%
BW
188
Bison Wealth
Georgia
$2.32M +$11.6K +615 +0.5%
MCM
189
MAI Capital Management
Ohio
$2.32M -$46.8K -2,484 -2%
SCP
190
Shorepoint Capital Partners
Massachusetts
$2.29M -$133K -7,035 -5%
BPA
191
Beacon Pointe Advisors
California
$2.26M +$2.77K +147 +0.1%
BFEC
192
Benjamin F. Edwards & Company
Missouri
$2.26M +$356K +18,873 +19%
LFAS
193
Level Four Advisory Services
Texas
$2.25M -$1.64M -86,877 -42%
JWS
194
Juncture Wealth Strategies
Arizona
$2.24M +$228K +12,105 +11%
FLPIM
195
F.L. Putnam Investment Management
Massachusetts
$2.21M -$3.07M -163,080 -58%
AA
196
Alesco Advisors
New York
$2.21M -$11.7K -621 -0.5%
ACM
197
AlphaStar Capital Management
North Carolina
$2.21M -$144K -7,620 -6%
MCM
198
Mengis Capital Management
Oregon
$2.18M +$60.8K +3,225 +3%
WIC
199
Whitegate Investment Counselors
New Hampshire
$2.17M -$73.9K -3,921 -3%
JPLA
200
Joseph P. Lucia & Associates
New York
$2.17M -$66.5K -3,531 -3%
6 7
8
9 10