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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 %
OIM
251
Orca Investment Management
Oregon
$1.21M -$12.7K -669 -1%
KTC
252
Kistler-Tiffany Companies
Pennsylvania
$1.19M +$840K +44,145 +238%
ECG
253
Edge Capital Group
Georgia
$1.19M – – –
PWMG
254
Prestige Wealth Management Group
New Jersey
$1.17M -$500K -26,271 -30%
JHCP
255
Jackson Hole Capital Partners
Oklahoma
$1.17M – – –
LJAC
256
L.J. Altfest & Co
New York
$1.14M -$7.48K -393 -0.7%
ACA
257
Atlas Capital Advisors
Wyoming
$1.12M +$4.17K +219 +0.4%
ACP
258
Arcus Capital Partners
Georgia
$1.09M +$1.09M +57,315 New
SAM
259
Sawgrass Asset Management
Florida
$1.09M +$3.71K +195 +0.3%
NCM
260
Next Capital Management
New York
$1.07M +$7.42K +390 +0.7%
FAAS
261
First Allied Advisory Services
California
$1.07M -$60.2K -3,165 -5%
AFG
262
Arkansas Financial Group
Arkansas
$1.06M -$14.7K -771 -1%
PCM
263
Parsons Capital Management
Rhode Island
$1.05M +$15.2K +798 +1%
G
264
Gainplan
Michigan
$1.04M +$674K +35,445 +184%
KWM
265
Kingsview Wealth Management
Oregon
$1.03M -$660K -34,668 -39%
FC
266
Ferris Capital
Massachusetts
$1.03M -$35.8K -1,884 -3%
WC
267
Whitnell & Co
Illinois
$1.03M -$4.97K -261 -0.5%
IIC
268
Integrated Investment Consultants
Michigan
$1.02M – – –
AC
269
Abbrea Capital
California
$1.01M -$5.16K -270 -0.5%
IFS
270
Ifrah Financial Services
Arkansas
$1.01M -$11.1K -582 -1%
AIA
271
Armor Investment Advisors
North Carolina
$1M +$211K +11,061 +27%
PA
272
PFG Advisors
Arizona
$1M +$149K +7,635 +17%
HI
273
Human Investing
Oregon
$994K +$145K +7,599 +17%
BCWM
274
Blue Chip Wealth Management
Florida
$988K +$9.99K +525 +1%
SFG
275
StrategIQ Financial Group
Indiana
$981K -$24.1K -1,269 -2%
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