SCHM icon

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 %
Brown Advisory
326
Brown Advisory
Maryland
$597K +$23.4K +1,230 +4%
BIA
327
Barry Investment Advisors
Massachusetts
$596K +$358K +18,819 +151%
CIR
328
Clear Investment Research
Georgia
$589K -$16.9K -891 -3%
CWM
329
Cornerstone Wealth Management
Missouri
$580K -$2.06K -108 -0.4%
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$580K +$44.5K +2,340 +8%
PAM
331
Pegasus Asset Management
New York
$575K +$47.7K +2,508 +9%
CWM
332
Confluence Wealth Management
Oregon
$574K – – –
Lido Advisors
333
Lido Advisors
California
$574K +$281K +14,709 +96%
MFG
334
MidWestOne Financial Group
Iowa
$565K +$565K +29,697 New
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$559K +$21.4K +1,125 +4%
SCM
336
SOL Capital Management
Maryland
$547K -$28.8K -1,515 -5%
FAIM
337
Financial Advocates Investment Management
Washington
$546K +$93K +4,887 +21%
JFGIW
338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$542K +$24.3K +1,275 +5%
CA
339
Clearstead Advisors
Ohio
$538K -$26K -1,365 -5%
FAM
340
Foothills Asset Management
Arizona
$531K – – –
PGAM
341
Princeton Global Asset Management
New Jersey
$529K +$35.8K +1,881 +7%
BAC
342
Boys Arnold & Co
North Carolina
$515K -$5.71K -300 -1%
FRA
343
Front Row Advisors
California
$506K -$860 -45 -0.2%
Calamos Advisors
344
Calamos Advisors
Illinois
$497K +$16.3K +858 +3%
TRCT
345
Tower Research Capital (TRC)
New York
$487K +$487K +25,611 New
AIM
346
Aspen Investment Management
Michigan
$484K -$110K -5,766 -18%
IWM
347
IHT Wealth Management
Illinois
$478K -$172K -9,048 -26%
Bank of New York Mellon
348
Bank of New York Mellon
New York
$475K -$38.8K -2,037 -8%
PSF
349
Pacific Sun Financial
California
$474K +$474K +24,912 New
APP
350
Avantax Planning Partners
Iowa
$460K -$47.4K -2,478 -9%
12 13
14
15 16