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.

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
1
Envestnet Asset Management
Illinois
$121M
2
HI
2
Horizon Investments
North Carolina
$69.3M
3
PI
3
PFS Investments
Georgia
$27.3M
4
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$79.5M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
FMP
2
Financial Management Professionals
Texas
$14.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$39.5M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$135M
5
FMT
5
First Mercantile Trust
Tennessee
$40.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$135M 2,389,865 -138,075 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$121M 2,145,462 +1,889,001 +737%
SWM
3
SVA Wealth Management
Wisconsin
$93.2M 1,648,453 +1,985 +0.1%
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$79.5M 1,405,278 +419,371 +43%
HI
5
Horizon Investments
North Carolina
$69.3M 1,225,188 +1,225,188 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$58.8M 1,039,963 -101,688 -9%
HSA
7
HBK Sorce Advisory
Pennsylvania
$55.8M 986,368 +4,146 +0.4%
BBA
8
BLB&B Advisors
Pennsylvania
$53.9M 953,848 +184,976 +24%
UBS Group
9
UBS Group
Switzerland
$53.3M 942,884 +147,223 +19%
Ameriprise
10
Ameriprise
Minnesota
$50.5M 892,615 +121,187 +16%
BJ
11
Brouwer & Janachowski
California
$41.7M 737,769 +7,908 +1%
FMT
12
First Mercantile Trust
Tennessee
$40.9M 722,554 -128,037 -15%
OIA
13
OneDigital Investment Advisors
Kansas
$39.5M 698,223 -370,602 -35%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$38.6M 682,538 +156,725 +30%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$36.1M 644,151 +43 +0%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$35.7M 630,867 +44,536 +8%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
– – – –
FIM
18
Frontier Investment Management
Texas
$34.7M 614,388 +18,453 +3%
JFG
19
JMG Financial Group
Illinois
$32.7M 578,870 +4,883 +0.9%
SWA
20
SFMG Wealth Advisors
Texas
$32.5M 575,241 -30,674 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$29.7M 525,219 +1,927 +0.4%
FC
22
Financial Consulate
Maryland
$29.3M 517,407 +6,160 +1%
PRS
23
Pinkerton Retirement Specialists
Idaho
$27.5M 486,600 +1,381 +0.3%
MF
24
Manchester Financial
California
$27.4M 485,250 +18,493 +4%
PI
25
PFS Investments
Georgia
$27.3M 483,549 +483,549 New
1
2 3 4 5