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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 %
BTS
276
BB&T Securities
Virginia
$660K +$33.6K +2,109 +5%
PFM
277
Phillips Financial Management
Indiana
$659K +$863 +54 +0.1%
AIA
278
Armor Investment Advisors
North Carolina
$648K +$47.9K +3,000 +8%
MWM
279
Marietta Wealth Management
Georgia
$645K +$380K +23,775 +143%
SSWM
280
Sheets Smith Wealth Management
North Carolina
$643K +$4.74K +297 +0.7%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$641K +$313K +19,596 +95%
LPIC
282
LeJeune Puetz Investment Counsel
Michigan
$637K -$50.1K -3,138 -7%
WIA
283
Wealthstreet Investment Advisors
Texas
$634K +$27.5K +1,575 +5%
BPWA
284
Beacon Pointe Wealth Advisors
California
$633K +$633K +39,681 New
CFS
285
CRA Financial Services
New Jersey
$625K +$625K +39,114 New
GCA
286
Genesee Capital Advisors
New York
$624K +$624K +39,054 New
HR
287
Hayden Royal
North Carolina
$623K +$623K +38,970 New
VA
288
Valmark Advisers
Ohio
$600K +$90.2K +5,649 +18%
WCM
289
Wisconsin Capital Management
Wisconsin
$599K +$599K +37,500 New
PFBT
290
Parkside Financial Bank & Trust
Missouri
$595K -$1.63K -102 -0.3%
EWA
291
EP Wealth Advisors
California
$593K +$593K +37,110 New
MGIA
292
Moneta Group Investment Advisors
Missouri
$591K -$15.6K -975 -3%
H
293
HoyleCohen
California
$573K +$67.5K +4,227 +13%
DP
294
DDD Partners
Washington
$571K +$9.96K +624 +2%
BPM
295
Bowling Portfolio Management
Ohio
$554K +$12.1K +759 +2%
FWM
296
Frontier Wealth Management
Missouri
$553K +$184K +11,520 +50%
SIC
297
Sigma Investment Counselors
Michigan
$541K +$34.6K +2,166 +7%
LNB
298
Ledyard National Bank
$520K – – –
IWM
299
IHT Wealth Management
Illinois
$518K +$518K +32,439 New
TC
300
Telemus Capital
Michigan
$516K +$49.1K +3,072 +11%
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