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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

540 hedge funds and large institutions have $2.64B invested in Schwab US Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 261 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
11.75%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
41
Increased
261
Reduced
164
Closed
21
Calls
$455K
Puts
$46.2M
Net Calls
-$45.8M
Net Calls Change
-$1.9M

Top Buyers

1
FMT
First Mercantile Trust
Tennessee
+$48.6M
2
OIA
OneDigital Investment Advisors
Kansas
+$33.4M
3
Morgan Stanley
Morgan Stanley
New York
+$29.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.1M
5
SIC
Salem Investment Counselors
North Carolina
+$13.8M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$112M
2
Goldman Sachs
Goldman Sachs
New York
-$42.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.5M
4
FMP
Financial Management Professionals
Texas
-$18.1M
5
KP
Keel Point
Alabama
-$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
226
FCA Corp
Texas
$1.6M +$18K +948 +1%
AFP
227
Ausdal Financial Partners
Iowa
$1.52M +$105K +5,391 +7%
MA
228
MUFG Americas
New York
$1.51M -$55.5K -2,919 -4%
H
229
HoyleCohen
California
$1.51M +$104K +5,445 +7%
FAG
230
Financial Advisory Group
Texas
$1.5M +$72K +3,756 +5%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$1.49M -$55.8K -2,922 -4%
AI
232
Atria Investments
North Carolina
$1.49M +$938K +51,201 +169%
AMM
233
American Money Management
California
$1.49M -$4.57K -240 -0.3%
JPMPWA
234
J.P. Morgan Private Wealth Advisors
California
$1.48M -$83.9K -4,410 -5%
EA
235
Evergreen Advisors
Tennessee
$1.47M +$457K +23,985 +45%
GIA
236
Gladstone Institutional Advisory
Florida
$1.44M +$115K +6,021 +9%
3C
237
361 Capital
Colorado
$1.44M +$64.2K +3,372 +5%
SIAS
238
Shine Investment Advisory Services
Colorado
$1.4M -$26K -1,368 -2%
CMO
239
Covenant Multifamily Offices
Texas
$1.4M +$1.4M +73,476 New
BAM
240
Belpointe Asset Management
Nevada
$1.37M +$1.37M +72,132 New
PAM
241
Peak Asset Management
Colorado
$1.35M +$93.7K +4,923 +7%
GHA
242
GW Henssler & Associates
Georgia
$1.34M +$88.1K +4,629 +7%
HA
243
Harborview Advisors
Maine
$1.33M +$15.1K +792 +1%
PFA
244
Pinnacle Family Advisors
Missouri
$1.29M -$143K -7,506 -10%
GVAG
245
Great Valley Advisor Group
Delaware
$1.29M -$1.78M -93,951 -58%
VA
246
Valmark Advisers
Ohio
$1.26M +$75K +3,942 +6%
CG
247
Colony Group
Massachusetts
$1.25M +$831K +43,659 +198%
AF
248
Advisornet Financial
Minnesota
$1.25M +$97.5K +5,124 +8%
TW
249
Transform Wealth
Colorado
$1.24M -$392K -20,583 -24%
CF
250
Centaurus Financial
California
$1.21M +$1.17M +61,692 +3,269%
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