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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 %
LJAC
251
L.J. Altfest & Co
New York
$1.11M +$79.2K +4,290 +8%
ACA
252
Atlas Capital Advisors
Wyoming
$1.09M +$277 +15 +0%
FAAS
253
First Allied Advisory Services
California
$1.08M +$1.08M +59,121 New
MGIA
254
Moneta Group Investment Advisors
Missouri
$1.07M +$385K +20,853 +56%
SAM
255
Sawgrass Asset Management
Florida
$1.05M +$64.9K +3,516 +7%
HIC
256
Hartline Investment Corp
Illinois
$1.04M +$15.6K +846 +2%
AFG
257
Arkansas Financial Group
Arkansas
$1.04M +$996 +54 +0.1%
VC
258
Vicus Capital
Pennsylvania
$1.04M -$5.21K -282 -0.5%
FC
259
Ferris Capital
Massachusetts
$1.03M -$70.4K -3,813 -6%
NCM
260
Next Capital Management
New York
$1.03M -$872K -47,205 -46%
PCM
261
Parsons Capital Management
Rhode Island
$999K -$18K -975 -2%
WC
262
Whitnell & Co
Illinois
$999K -$2.55K -138 -0.3%
IIC
263
Integrated Investment Consultants
Michigan
$991K – – –
IFS
264
Ifrah Financial Services
Arkansas
$988K +$11.2K +609 +1%
AC
265
Abbrea Capital
California
$985K +$5.82K +315 +0.6%
EA
266
Evergreen Advisors
Tennessee
$981K +$222 +12 +0%
SFG
267
StrategIQ Financial Group
Indiana
$975K -$65.4K -3,543 -6%
BCWM
268
Blue Chip Wealth Management
Florida
$949K +$48.1K +2,604 +5%
SGAM
269
Steinberg Global Asset Management
Florida
$945K -$58.8K -3,183 -6%
A
270
AdvicePeriod
California
$939K -$17.3K -936 -2%
CM
271
Columbus Macro
Pennsylvania
$931K +$931K +50,430 New
LB
272
Legacy Bridge
Iowa
$924K +$4.76K +258 +0.5%
HI
273
Hudock Inc
Pennsylvania
$910K +$63.4K +3,438 +7%
SMC
274
Smith, Moore & Co
Missouri
$901K +$43.3K +2,343 +5%
FFBTD
275
First Financial Bank - Trust Division
Ohio
$891K – – –
9 10
11
12 13