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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 %
SMC
276
Smith, Moore & Co
Missouri
$980K +$50.9K +2,673 +5%
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$979K -$111K -5,841 -10%
SWA
278
Stratos Wealth Advisors
Ohio
$977K +$735K +38,613 +303%
LB
279
Legacy Bridge
Iowa
$955K +$2K +105 +0.2%
CA
280
Cambridge Advisors
Nebraska
$930K +$98.5K +5,178 +12%
FFBTD
281
First Financial Bank - Trust Division
Ohio
$918K – – –
WCM
282
Wisconsin Capital Management
Wisconsin
$904K +$191K +10,017 +27%
CM
283
Columbus Macro
Pennsylvania
$890K -$70.2K -3,687 -7%
PLFAM
284
Pineno Levin & Ford Asset Management
Virginia
$882K -$11.4K -597 -1%
VCM
285
Vivaldi Capital Management
Illinois
$881K +$743 +39 +0.1%
SWA
286
Sutton Wealth Advisors
Florida
$881K +$22.3K +1,173 +3%
CS
287
Comerica Securities
Michigan
$863K +$61.3K +3,213 +8%
BWL
288
Bogart Wealth LLC
Virginia
$857K +$21.4K +1,125 +3%
CFS
289
CRA Financial Services
New Jersey
$848K +$180K +9,468 +27%
VC
290
Vicus Capital
Pennsylvania
$840K -$227K -11,919 -21%
BPWA
291
Beacon Pointe Wealth Advisors
California
$838K +$138K +7,251 +20%
SSWM
292
Sheets Smith Wealth Management
North Carolina
$834K +$67.4K +3,543 +9%
MCM
293
Mitchell Capital Management
Kansas
$832K +$6.33K +333 +0.8%
SCA
294
Strategic Capital Advisers
Colorado
$824K -$562K -29,541 -41%
SFWA
295
Summit Financial Wealth Advisors
Louisiana
$824K -$6.62K -348 -0.8%
SCM
296
Stordahl Capital Management
Colorado
$801K +$6.08K +315 +0.8%
Cetera Investment Advisers
297
Cetera Investment Advisers
Illinois
$799K +$18.9K +993 +2%
PFC
298
Phocas Financial Corp
California
$793K -$797K – –
HIC
299
Holderness Investments Company
North Carolina
$792K +$406K +21,342 +105%
GC
300
Grimes & Company
Massachusetts
$769K -$8.05K -423 -1%
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