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
+$107M
2
HI
Horizon Investments
North Carolina
+$69.3M
3
PI
PFS Investments
Georgia
+$27.3M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$23.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$13.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$31.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$31.1M
3
FMP
Financial Management Professionals
Texas
-$24.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$21M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$7.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Hudock Inc
Pennsylvania
$2.14M +$9.78K +519 +0.5%
SWM
202
SeaCrest Wealth Management
New York
$2.12M -$49.6K -2,631 -2%
ACM
203
Armbruster Capital Management
New York
$2.11M -$88.3K -4,683 -4%
EWM
204
Evermay Wealth Management
Virginia
$2.11M – – –
B
205
Brightworth
Georgia
$2.1M +$95.3K +5,055 +5%
TFS
206
Thoroughbred Financial Services
Tennessee
$2.09M +$2.09M +110,871 New
SBL
207
Sargent Bickham Lagudis
Colorado
$2.07M +$223K +11,850 +12%
RC
208
Roundview Capital
New Jersey
$2.03M -$1.02K -54 -0.1%
CCWA
209
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M +$2.02M +107,301 New
DCM
210
DeGreen Capital Management
Arizona
$2.01M -$1.23M -65,391 -38%
CHA
211
Carmichael Hill & Associates
Maryland
$2.01M -$65.4K -3,471 -3%
CA
212
Cetera Advisors
Colorado
$1.98M +$220K +11,649 +12%
RM
213
Resource Management
Louisiana
$1.98M +$1.98M +105,072 New
WC
214
Westwind Capital
New Mexico
$1.97M -$118K -6,282 -6%
HA
215
Harfst & Associates
Wyoming
$1.92M -$144K -7,653 -7%
DW
216
Domani Wealth
Pennsylvania
$1.91M +$87.6K +4,650 +5%
SPIA
217
Steward Partners Investment Advisory
New York
$1.9M +$80.1K +4,254 +4%
YWP
218
YorkBridge Wealth Partners
New York
$1.88M +$270K +14,316 +17%
TRCT
219
Tower Research Capital (TRC)
New York
$1.85M +$1.37M +72,720 +284%
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$1.84M +$663K +35,169 +56%
UBS AM
221
UBS AM
Illinois
$1.84M +$127K +6,735 +7%
PAMG
222
Patton Albertson Miller Group
Tennessee
$1.83M +$165K +8,748 +10%
PWSG
223
Pacific Wealth Strategies Group
California
$1.78M +$82.5K +4,380 +5%
BC
224
Barnett & Company
Tennessee
$1.76M -$433K -22,995 -20%
BIA
225
Bigelow Investment Advisors
Maine
$1.75M +$125K +6,609 +8%
7 8
9
10 11