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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 %
SBL
276
Sargent Bickham Lagudis
Colorado
$881K -$9.3K -504 -1%
PLFAM
277
Pineno Levin & Ford Asset Management
Virginia
$867K -$22.9K -1,242 -3%
VCM
278
Vivaldi Capital Management
Illinois
$854K +$53K +2,868 +7%
PA
279
PFG Advisors
Arizona
$837K +$117K +6,126 +16%
SWA
280
Sutton Wealth Advisors
Florida
$833K +$32.5K +1,758 +4%
HI
281
Human Investing
Oregon
$824K +$32.2K +1,746 +4%
SFWA
282
Summit Financial Wealth Advisors
Louisiana
$819K -$69.9K -3,723 -8%
DBRC
283
D.B. Root & Company
Pennsylvania
$816K +$27.1K +1,470 +3%
BWL
284
Bogart Wealth LLC
Virginia
$811K +$345K +18,696 +74%
CA
285
Cambridge Advisors
Nebraska
$807K -$27.7K -1,497 -3%
MCM
286
Mitchell Capital Management
Kansas
$801K -$107K -5,799 -12%
PFC
287
Phocas Financial Corp
California
$797K -$406K – –
SS
288
Simplicity Solutions
Minnesota
$794K +$439K +23,799 +124%
SCM
289
Stordahl Capital Management
Colorado
$785K +$256K +13,428 +48%
AWM
290
AE Wealth Management
Kansas
$784K +$784K +42,474 New
CS
291
Comerica Securities
Michigan
$775K -$2.66K -144 -0.3%
AIA
292
Armor Investment Advisors
North Carolina
$770K +$20.5K +1,110 +3%
BTS
293
BB&T Securities
Virginia
$763K – – –
GC
294
Grimes & Company
Massachusetts
$754K -$88.3K -4,785 -10%
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$754K +$15.1K +819 +2%
SSWM
296
Sheets Smith Wealth Management
North Carolina
$744K +$554 +30 +0.1%
OWM
297
Opes Wealth Management
California
$734K +$734K +39,756 New
CHA
298
Cooper/Haims Advisors
New York
$724K -$64.3K -3,480 -8%
GCA
299
Genesee Capital Advisors
New York
$711K -$10.1K -549 -1%
BPM
300
Bowling Portfolio Management
Ohio
$711K +$71.1K +3,852 +11%
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