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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 %
OPA
301
Old Port Advisors
Maine
$709K -$2.49K -135 -0.4%
WCM
302
Wisconsin Capital Management
Wisconsin
$692K – – –
NSAM
303
North Star Asset Management
Wisconsin
$687K +$193K +10,455 +39%
LPIC
304
LeJeune Puetz Investment Counsel
Michigan
$681K -$55.3K -2,997 -8%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$680K -$7.76K -420 -1%
BPWA
306
Beacon Pointe Wealth Advisors
California
$679K -$50.5K -2,748 -7%
DP
307
DDD Partners
Washington
$676K +$15.2K +822 +2%
SIC
308
Sigma Investment Counselors
Michigan
$660K +$34.9K +1,890 +6%
FWM
309
Frontier Wealth Management
Missouri
$656K +$16.8K +912 +3%
CFS
310
CRA Financial Services
New Jersey
$648K -$74.7K -4,041 -10%
WIA
311
Wealthstreet Investment Advisors
Texas
$647K -$22.7K -1,233 -3%
IWM
312
IHT Wealth Management
Illinois
$631K +$32K +1,731 +5%
SG
313
StoneX Group
New York
$611K +$100K +5,442 +20%
LNB
314
Ledyard National Bank
$601K – – –
UAS
315
United Asset Strategies
New York
$592K +$592K +32,052 New
CIR
316
Clear Investment Research
Georgia
$588K +$37.8K +2,046 +7%
GAM
317
Garrison Asset Management
Arkansas
$585K +$3.44K +186 +0.6%
ML
318
McAdam LLC
Pennsylvania
$583K +$172K +9,336 +42%
TC
319
Telemus Capital
Michigan
$577K -$19.7K -1,065 -3%
AIM
320
Aspen Investment Management
Michigan
$576K -$8.3K -450 -1%
PFM
321
Phillips Financial Management
Indiana
$571K -$200K -10,707 -26%
AI
322
Atria Investments
North Carolina
$559K +$46.4K +2,517 +9%
SCM
323
SOL Capital Management
Maryland
$559K +$129K +6,990 +30%
CWM
324
Confluence Wealth Management
Oregon
$557K -$29.7K -1,611 -5%
Brown Advisory
325
Brown Advisory
Maryland
$557K +$1.94K +105 +0.3%
11 12
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