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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 %
AG
326
Appleton Group
Wisconsin
$557K +$557K +30,171 New
CA
327
Clearstead Advisors
Ohio
$547K +$547K +29,616 New
CCM
328
Coldstream Capital Management
Washington
$542K +$69.5K +3,768 +15%
BRWA
329
B. Riley Wealth Advisors
Florida
$536K -$16K -864 -3%
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$522K +$11.4K +618 +2%
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$519K +$85.5K +4,635 +20%
FAM
332
Foothills Asset Management
Arizona
$515K -$5.87K -318 -1%
PAM
333
Pegasus Asset Management
New York
$512K +$20.3K +1,101 +4%
TFS
334
TrustCore Financial Services
Tennessee
$508K +$508K +27,498 New
BAC
335
Boys Arnold & Co
North Carolina
$505K – – –
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$502K -$40K -2,166 -7%
Bank of New York Mellon
337
Bank of New York Mellon
New York
$498K -$429K -23,256 -46%
B
338
Bailard
California
$498K – – –
STA
339
Summit Trail Advisors
New York
$497K +$497K +26,931 New
APP
340
Avantax Planning Partners
Iowa
$490K -$72K -3,897 -13%
FRA
341
Front Row Advisors
California
$490K +$31.1K +1,683 +7%
PGAM
342
Princeton Global Asset Management
New Jersey
$478K +$62.1K +3,366 +15%
Calamos Advisors
343
Calamos Advisors
Illinois
$466K -$42.7K -2,316 -8%
FAIM
344
Financial Advocates Investment Management
Washington
$440K +$18.2K +987 +4%
FNBT
345
FineMark National Bank & Trust
Florida
$434K -$27K -1,464 -6%
BL
346
BCWM LLC
Kansas
$434K +$22.3K +1,206 +5%
PPP
347
Private Portfolio Partners
New Jersey
$424K +$424K +22,962 New
PWM
348
Perigon Wealth Management
California
$422K +$15.1K +792 +4%
EWA
349
EP Wealth Advisors
California
$417K -$268K -14,535 -39%
US Bancorp
350
US Bancorp
Minnesota
$416K -$433K -23,490 -51%
12 13
14
15 16