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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

528 hedge funds and large institutions have $2.43B invested in Schwab US Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 239 increasing their positions, 157 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+48
Holders Change %
+10%
% of All Funds
11.45%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
1.56%
New
78
Increased
239
Reduced
157
Closed
24
Calls
$229K
Puts
$44.1M
Net Calls
-$43.9M
Net Calls Change
-$44.2M

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$56.4M
2
Goldman Sachs
Goldman Sachs
New York
+$41.3M
3
SWA
SFMG Wealth Advisors
Texas
+$34.6M
4
FIM
Frontier Investment Management
Texas
+$32M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$26.7M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
-$18.2M
2
Ameriprise
Ameriprise
Minnesota
-$15.6M
3
PFG
Pacific Financial Group
Washington
-$13.3M
4
JFG
JMG Financial Group
Illinois
-$8.05M
5
AB
AT Bancorp
Iowa
-$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
226
FCA Corp
Texas
$1.54M +$104K +5,622 +7%
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$1.52M +$131K +7,113 +9%
MA
228
MUFG Americas
New York
$1.52M -$60.4K -3,270 -4%
YWP
229
YorkBridge Wealth Partners
New York
$1.51M -$98.8K -5,349 -6%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$1.5M +$674K +36,474 +82%
MWM
231
Meridian Wealth Management
Kentucky
$1.45M -$3.49K -189 -0.2%
AMM
232
American Money Management
California
$1.45M -$18.6K -1,005 -1%
PFA
233
Pinnacle Family Advisors
Missouri
$1.39M +$889K +48,126 +177%
SIAS
234
Shine Investment Advisory Services
Colorado
$1.39M -$76.6K -4,146 -5%
FAG
235
Financial Advisory Group
Texas
$1.38M +$17.1K +924 +1%
LWAC
236
Laurel Wealth Advisors (California)
California
$1.37M +$113K +6,111 +9%
H
237
HoyleCohen
California
$1.36M +$699K +37,830 +105%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$1.35M +$1.35M +73,164 New
SCA
239
Strategic Capital Advisers
Colorado
$1.35M -$5.87K -318 -0.4%
AFP
240
Ausdal Financial Partners
Iowa
$1.35M +$157K +8,514 +13%
3C
241
361 Capital
Colorado
$1.33M +$198K +10,701 +17%
GIA
242
Gladstone Institutional Advisory
Florida
$1.29M +$1.29M +69,696 New
HA
243
Harborview Advisors
Maine
$1.28M +$16.6K +900 +1%
PAM
244
Peak Asset Management
Colorado
$1.22M -$39.1K -2,115 -3%
GHA
245
GW Henssler & Associates
Georgia
$1.21M -$14K -756 -1%
OIM
246
Orca Investment Management
Oregon
$1.18M +$23.1K +1,251 +2%
ECG
247
Edge Capital Group
Georgia
$1.15M +$277 +15 +0%
VA
248
Valmark Advisers
Ohio
$1.15M +$451K +24,450 +65%
JHCP
249
Jackson Hole Capital Partners
Oklahoma
$1.14M – – –
AF
250
Advisornet Financial
Minnesota
$1.12M -$21.1K -1,140 -2%
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