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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 %
AC
251
Abbrea Capital
California
$847K +$847K +53,010 New
IFS
252
Ifrah Financial Services
Arkansas
$846K +$23.4K +1,464 +3%
A
253
AdvicePeriod
California
$828K +$370K +23,157 +81%
Bank of New York Mellon
254
Bank of New York Mellon
New York
$802K -$33.6K -2,103 -4%
LB
255
Legacy Bridge
Iowa
$796K +$796K +49,803 New
MCM
256
Mitchell Capital Management
Kansas
$786K -$14.2K -888 -2%
BCWM
257
Blue Chip Wealth Management
Florida
$779K +$91.1K +5,706 +13%
FFBTD
258
First Financial Bank - Trust Division
Ohio
$771K -$19.2K -1,200 -2%
SBL
259
Sargent Bickham Lagudis
Colorado
$771K +$651K +40,710 +540%
PLFAM
260
Pineno Levin & Ford Asset Management
Virginia
$770K +$49.4K +3,096 +7%
SFWA
261
Summit Financial Wealth Advisors
Louisiana
$757K -$451K -28,206 -37%
SMC
262
Smith, Moore & Co
Missouri
$742K +$407K +25,509 +122%
US Bancorp
263
US Bancorp
Minnesota
$735K -$344K -21,579 -32%
GC
264
Grimes & Company
Massachusetts
$729K -$1.13M -70,461 -61%
HI
265
Hudock Inc
Pennsylvania
$726K +$16K +1,014 +2%
CA
266
Cambridge Advisors
Nebraska
$722K +$70.3K +4,398 +11%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$713K -$109K -6,816 -13%
VCM
268
Vivaldi Capital Management
Illinois
$693K -$70.3K -4,398 -9%
SWA
269
Sutton Wealth Advisors
Florida
$693K -$39.4K -2,469 -5%
PA
270
PFG Advisors
Arizona
$687K +$330K +18,075 +92%
HI
271
Human Investing
Oregon
$685K +$685K +42,873 New
DBRC
272
D.B. Root & Company
Pennsylvania
$683K +$514K +32,193 +305%
CHA
273
Cooper/Haims Advisors
New York
$682K -$59.3K -3,711 -8%
CS
274
Comerica Securities
Michigan
$673K – – –
OPA
275
Old Port Advisors
Maine
$662K +$662K +38,532 New
9 10
11
12 13