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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 %
SWM
201
Stockman Wealth Management
Montana
$2.54M -$20.5K -1,023 -0.8%
IF
202
Ironwood Financial
Arizona
$2.54M +$27K +1,347 +1%
ACM
203
AlphaStar Capital Management
North Carolina
$2.48M +$135K +6,744 +6%
SFA
204
Sequoia Financial Advisors
Ohio
$2.46M -$82.8K -4,131 -3%
SPA
205
Sentinel Pension Advisors
Massachusetts
$2.44M +$2.44M +121,728 New
BA
206
Ballast Advisors
Minnesota
$2.41M +$2.41M +119,952 New
MCM
207
Mengis Capital Management
Oregon
$2.39M +$64.5K +3,219 +3%
SWM
208
SeaCrest Wealth Management
New York
$2.38M +$124K +6,192 +6%
B
209
Brightworth
Georgia
$2.38M +$140K +7,005 +6%
BW
210
Bison Wealth
Georgia
$2.36M -$107K -5,319 -4%
JWS
211
Juncture Wealth Strategies
Arizona
$2.35M -$39.4K -1,965 -2%
EWM
212
Evermay Wealth Management
Virginia
$2.34M +$104K +5,169 +5%
WAS
213
Wealth Advisory Solutions
Indiana
$2.34M +$2.34M +116,745 New
WIC
214
Whitegate Investment Counselors
New Hampshire
$2.34M +$24.2K +1,209 +1%
AI
215
Atria Investments
North Carolina
$2.32M +$674K +33,603 +41%
MCM
216
MAI Capital Management
Ohio
$2.32M -$148K -7,371 -6%
SCP
217
Shorepoint Capital Partners
Massachusetts
$2.31M -$123K -6,147 -5%
JPLA
218
Joseph P. Lucia & Associates
New York
$2.29M -$14.1K -705 -0.6%
MIAN
219
Mariner Independent Advisor Network
Kansas
$2.29M -$547K -27,267 -19%
PWM
220
Provident Wealth Management
Tennessee
$2.27M +$2.27M +113,268 New
HI
221
Hudock Inc
Pennsylvania
$2.26M -$25.2K -1,254 -1%
TFS
222
Thoroughbred Financial Services
Tennessee
$2.26M +$38.9K +1,941 +2%
FLPIM
223
F.L. Putnam Investment Management
Massachusetts
$2.23M -$117K -5,838 -5%
CA
224
Cetera Advisors
Colorado
$2.23M +$121K +6,012 +6%
AA
225
Alesco Advisors
New York
$2.23M -$122K -6,102 -5%
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