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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 %
HIC
301
Hartline Investment Corp
Illinois
$767K -$308K -16,206 -29%
OPA
302
Old Port Advisors
Maine
$758K +$17.8K +921 +2%
AG
303
Appleton Group
Wisconsin
$753K +$179K +9,381 +31%
BPM
304
Bowling Portfolio Management
Ohio
$737K +$3.26K +171 +0.4%
PPP
305
Private Portfolio Partners
New Jersey
$735K +$298K +15,642 +68%
FWM
306
Frontier Wealth Management
Missouri
$723K +$46.2K +2,424 +7%
LPIC
307
LeJeune Puetz Investment Counsel
Michigan
$719K +$16.6K +870 +2%
DBRC
308
D.B. Root & Company
Pennsylvania
$717K -$124K -6,522 -15%
OWM
309
Opes Wealth Management
California
$705K -$51.7K -2,718 -7%
B
310
Bailard
California
$704K +$191K +10,029 +37%
SIC
311
Sigma Investment Counselors
Michigan
$703K +$22.6K +1,188 +3%
DP
312
DDD Partners
Washington
$701K +$4.63K +243 +0.7%
BTS
313
BB&T Securities
Virginia
$700K -$86.2K -4,536 -11%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$700K -$1.09K -57 -0.2%
ML
315
McAdam LLC
Pennsylvania
$699K +$97.9K +5,142 +16%
CHA
316
Cooper/Haims Advisors
New York
$695K -$50.6K -2,661 -7%
CCM
317
Coldstream Capital Management
Washington
$668K +$109K +5,751 +20%
FPCG
318
Fort Pitt Capital Group
Pennsylvania
$665K -$3.99M -209,793 -86%
WIA
319
Wealthstreet Investment Advisors
Texas
$664K -$3.66K -192 -0.5%
CGFA
320
Colton Groome Financial Advisors
North Carolina
$659K +$659K +34,638 New
CFGS
321
Concourse Financial Group Securities
Alabama
$633K +$595K +31,170 +1,562%
CAN
322
Cetera Advisor Networks
California
$632K +$210K +11,082 +50%
LNB
323
Ledyard National Bank
$620K – – –
SG
324
StoneX Group
New York
$618K -$13.6K -714 -2%
GAM
325
Garrison Asset Management
Arkansas
$601K -$2K -105 -0.3%
11 12
13
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