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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 %
CWM
301
Confluence Wealth Management
Oregon
$508K +$21.8K +1,362 +4%
AIM
302
Aspen Investment Management
Michigan
$506K +$80K +5,004 +19%
GAM
303
Garrison Asset Management
Arkansas
$503K +$240K +15,021 +91%
GA
304
Gateway Advisory
New Jersey
$496K -$1.58K -99 -0.3%
RPGK
305
Retirement Planning Group (Kansas)
Kansas
$494K +$494K +30,933 New
APP
306
Avantax Planning Partners
Iowa
$486K +$390K +24,408 +406%
Brown Advisory
307
Brown Advisory
Maryland
$480K -$73.1K -4,578 -13%
Renaissance Technologies
308
Renaissance Technologies
New York
$479K +$287K +18,000 +150%
BRWA
309
B. Riley Wealth Advisors
Florida
$477K -$28.1K -1,758 -6%
CIR
310
Clear Investment Research
Georgia
$476K +$11.1K +696 +2%
JFGIW
311
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$469K +$242K +15,165 +107%
Kayne Anderson Rudnick Investment Management
312
Kayne Anderson Rudnick Investment Management
California
$466K – – –
CWM
313
Cornerstone Wealth Management
Missouri
$465K -$12.8M -808,302 -96%
FAM
314
Foothills Asset Management
Arizona
$451K -$35.6K -2,229 -7%
AI
315
Atria Investments
North Carolina
$444K -$173K -10,812 -28%
SCM
316
Stordahl Capital Management
Colorado
$444K +$444K +27,780 New
SG
317
StoneX Group
New York
$442K +$14.6K +915 +3%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$442K +$442K +27,654 New
Calamos Advisors
319
Calamos Advisors
Illinois
$441K +$22.4K +1,398 +5%
PFA
320
Pinnacle Family Advisors
Missouri
$435K -$335 -21 -0.1%
BAC
321
Boys Arnold & Co
North Carolina
$433K -$9.49K -600 -2%
B
322
Bailard
California
$431K – – –
NSAM
323
North Star Asset Management
Wisconsin
$427K +$148K +9,267 +53%
PAM
324
Pegasus Asset Management
New York
$425K -$2.87K -180 -0.7%
ACM
325
AlphaStar Capital Management
North Carolina
$412K +$165K +10,314 +67%
11 12
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