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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

480 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 215 increasing their positions, 124 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+43
Holders Change %
+9.84%
% of All Funds
10.71%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
1.45%
New
97
Increased
215
Reduced
124
Closed
51
Calls
$350K
Puts
$7K
Net Calls
+$343K
Net Calls Change
-$112K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$98.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44.5M
3
DCM
DeGreen Capital Management
Arizona
$25.3M
4
JFG
JMG Financial Group
Illinois
$30M
5
HighTower Advisors
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
AA
Apriem Advisors
California
$0
2
PRS
Pinkerton Retirement Specialists
Idaho
$260K
3
CWM
Cornerstone Wealth Management
Missouri
$465K
4
AWS
AJ Wealth Strategies
New York
$8.23M
5
KP
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
226
Peak Asset Management
Colorado
$1.09M +$260K +16,299 +31%
LWAC
227
Laurel Wealth Advisors (California)
California
$1.09M +$493K +30,846 +82%
HA
228
Harborview Advisors
Maine
$1.09M +$23.1K +1,449 +2%
GHA
229
GW Henssler & Associates
Georgia
$1.06M +$42.9K +2,685 +4%
WI
230
Wintrust Investments
Illinois
$1.04M -$155K -9,696 -13%
AFP
231
Ausdal Financial Partners
Iowa
$1.03M -$272K -17,019 -21%
OIM
232
Orca Investment Management
Oregon
$1M -$3.55K -222 -0.4%
ECG
233
Edge Capital Group
Georgia
$998K +$998K +62,469 New
JHCP
234
Jackson Hole Capital Partners
Oklahoma
$984K +$984K +61,560 New
AF
235
Advisornet Financial
Minnesota
$983K -$216K -13,533 -18%
3C
236
361 Capital
Colorado
$981K -$292K -18,297 -23%
FC
237
Ferris Capital
Massachusetts
$953K +$115K +7,218 +14%
ACA
238
Atlas Capital Advisors
Wyoming
$939K +$939K +58,785 New
SFG
239
StrategIQ Financial Group
Indiana
$901K +$8.34K +522 +0.9%
VC
240
Vicus Capital
Pennsylvania
$900K -$671 -42 -0.1%
AFG
241
Arkansas Financial Group
Arkansas
$898K +$8.68K +543 +1%
LJAC
242
L.J. Altfest & Co
New York
$895K +$647K +40,500 +261%
HIC
243
Hartline Investment Corp
Illinois
$889K -$8.15K -510 -0.9%
KCPG
244
Kavar Capital Partners Group
Kansas
$889K +$889K +55,653 New
PCM
245
Parsons Capital Management
Rhode Island
$880K +$5.22K +327 +0.6%
SGAM
246
Steinberg Global Asset Management
Florida
$868K +$27.9K +1,746 +3%
WC
247
Whitnell & Co
Illinois
$867K +$98.7K +6,177 +13%
IIC
248
Integrated Investment Consultants
Michigan
$858K +$858K +53,700 New
SAM
249
Sawgrass Asset Management
Florida
$855K – – –
EA
250
Evergreen Advisors
Tennessee
$849K +$849K +53,133 New
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10
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