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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 %
CCM
326
Coldstream Capital Management
Washington
$409K +$53.2K +3,330 +15%
PFC
327
Phocas Financial Corp
California
$406K -$425K – –
BWL
328
Bogart Wealth LLC
Virginia
$403K +$71.7K +4,488 +22%
FNBT
329
FineMark National Bank & Trust
Florida
$399K -$33.5K -2,100 -8%
FRA
330
Front Row Advisors
California
$397K +$8.1K +507 +2%
RWM
331
Reston Wealth Management
Virginia
$394K +$394K +24,630 New
BWP
332
BSW Wealth Partners
Colorado
$379K +$208K +13,056 +122%
HGWM
333
Harvest Group Wealth Management
Massachusetts
$376K -$10.9K -684 -3%
PWM
334
Perigon Wealth Management
California
$375K -$41.1K -2,349 -10%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$375K +$9K +564 +2%
SCM
336
SOL Capital Management
Maryland
$372K +$124K +7,755 +50%
FAIM
337
Financial Advocates Investment Management
Washington
$365K +$56.6K +3,540 +18%
PGAM
338
Princeton Global Asset Management
New Jersey
$360K +$360K +22,557 New
BCM
339
Boltwood Capital Management
California
$357K +$32.1K +2,016 +10%
SC
340
Slow Capital
California
$356K +$23.1K +1,446 +7%
ML
341
McAdam LLC
Pennsylvania
$355K +$268K +16,794 +308%
TF
342
Trek Financial
Arizona
$352K +$352K +22,014 New
MOS
343
MGO One Seven
Ohio
$349K – – –
MMHP
344
Murphy Middleton Hinkle & Parker
Georgia
$347K +$431 +27 +0.1%
AIM
345
Avity Investment Management
Connecticut
$344K – – –
PFM
346
Peak Financial Management
Massachusetts
$341K +$341K +21,360 New
SG
347
Somerset Group
Minnesota
$335K -$1.63K -102 -0.5%
AFA
348
Arlington Financial Advisors
California
$326K +$5.12K +321 +2%
CPIG
349
Chicago Partners Investment Group
Illinois
$326K +$99.3K +5,859 +44%
RPA
350
Rock Point Advisors
Vermont
$325K +$1.68K +105 +0.5%
12 13
14
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