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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 %
IAA
176
Independent Advisor Alliance
North Carolina
$3.11M +$3.11M +155,190 New
SIA
177
Starfire Investment Advisers
Michigan
$3.07M -$120 -6 -0%
CWM
178
Chesapeake Wealth Management
Virginia
$3.07M +$109K +5,424 +4%
Goldman Sachs
179
Goldman Sachs
New York
$3.05M – – –
PWA
180
Providence Wealth Advisors
Illinois
$3.04M +$2.41K +120 +0.1%
BBPWM
181
Blue Bell Private Wealth Management
Pennsylvania
$3.04M +$81.6K +4,068 +3%
RDWM
182
Red Door Wealth Management
Tennessee
$3.04M +$3.04M +149,781 New
AFG
183
Albion Financial Group
Utah
$3.03M -$93.7K -4,671 -3%
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$2.99M -$53.6K -2,673 -2%
PFT
185
Providence First Trust
Arizona
$2.96M -$42.1K -2,100 -1%
QAM
186
QCI Asset Management
New York
$2.96M -$691K -34,464 -19%
ISWM
187
Independent Solutions Wealth Management
New York
$2.86M +$2.86M +142,626 New
JWA
188
JFS Wealth Advisors
Pennsylvania
$2.84M +$5.53K +276 +0.2%
HB
189
Homrich & Berg
Georgia
$2.77M -$43.4K -2,163 -2%
CCM
190
Condor Capital Management
New Jersey
$2.77M -$8.48K -423 -0.3%
AOWM
191
Alpha Omega Wealth Management
Virginia
$2.77M +$56.4K +2,811 +2%
FC
192
Forte Capital
New York
$2.76M -$128K -6,381 -4%
FA
193
Fagan Associates
New York
$2.76M +$52.9K +2,640 +2%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$2.7M +$296K +14,787 +12%
PCMC
195
Private Capital Management (Colorado)
Colorado
$2.68M – – –
SS
196
Sunbelt Securities
Texas
$2.65M +$2.65M +132,159 New
FHB
197
First Hawaiian Bank
Hawaii
$2.61M -$10.2K -510 -0.4%
BPA
198
Beacon Pointe Advisors
California
$2.61M +$196K +9,801 +8%
EFSCE
199
Enterprise Financial Services Corp (EFSC)
Missouri
$2.6M -$21K -1,047 -0.8%
AL
200
Aspiriant LLC
California
$2.56M -$52.2K -2,604 -2%
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