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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.

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
1
FormulaFolio Investments
Michigan
$49.9M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$53M
3
LFA
3
Lighthouse Financial Advisors
Maryland
$19M
4
FMP
4
Financial Management Professionals
Texas
$29.9M
5
FWM
5
Filbrandt Wealth Management
Wisconsin
$14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.3M
2
HI
2
Horizon Investments
North Carolina
$0
3
PI
3
PFS Investments
Georgia
$0
4
MCIA
4
Mountain Capital Investment Advisors
Colorado
$0
5
UWM
5
USAdvisors Wealth Management
Minnesota
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$156M 2,592,794 +202,929 +8%
SWM
2
SVA Wealth Management
Wisconsin
$99.3M 1,650,449 +1,996 +0.1%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$86.1M 1,431,576 +26,298 +2%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$64.9M 1,079,317 +39,354 +4%
UBS Group
5
UBS Group
Switzerland
$64.1M 1,065,745 +122,861 +13%
BBA
6
BLB&B Advisors
Pennsylvania
$62.8M 1,044,591 +90,743 +10%
HSA
7
HBK Sorce Advisory
Pennsylvania
$60.8M 1,011,025 +24,657 +2%
Ameriprise
8
Ameriprise
Minnesota
$58.8M 977,848 +85,233 +10%
PCIA
9
Prime Capital Investment Advisors
Kansas
$53M 880,451 +641,815 +269%
FI
10
FormulaFolio Investments
Michigan
$49.9M 829,034 +745,810 +896%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$47.9M 796,210 +113,672 +17%
FMT
12
First Mercantile Trust
Tennessee
$47.4M 788,236 +65,682 +9%
BJ
13
Brouwer & Janachowski
California
$44.2M 735,530 -2,239 -0.3%
OIA
14
OneDigital Investment Advisors
Kansas
$43.5M 723,177 +24,954 +4%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
– – – –
FIM
16
Frontier Investment Management
Texas
$39.8M 661,052 +46,664 +8%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$39.5M 656,603 +12,452 +2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$37.7M 627,343 -3,524 -0.6%
JFG
19
JMG Financial Group
Illinois
$35.3M 586,685 +7,815 +1%
SWA
20
SFMG Wealth Advisors
Texas
$33.9M 562,847 -12,394 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$32.6M 542,460 +17,241 +3%
FMP
22
Financial Management Professionals
Texas
$29.9M 497,664 +236,161 +90%
PRS
23
Pinkerton Retirement Specialists
Idaho
$29.3M 487,274 +674 +0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$29.3M 486,387 +17,401 +4%
MF
25
Manchester Financial
California
$29.2M 485,309 +59 +0%
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