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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
1
Financial Engines Advisors
California
$98.2M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$44.5M
3
DCM
3
DeGreen Capital Management
Arizona
$25.3M
4
JFG
4
JMG Financial Group
Illinois
$30M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
AA
1
Apriem Advisors
California
$0
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$260K
3
CWM
3
Cornerstone Wealth Management
Missouri
$465K
4
AWS
4
AJ Wealth Strategies
New York
$8.23M
5
KP
5
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
351
BFSG LLC
California
$324K +$324K +20,283 New
CIA
352
Capital Investment Advisors
Georgia
$317K +$40.8K +2,556 +15%
SS
353
Simplicity Solutions
Minnesota
$307K +$307K +19,209 New
S
354
SignatureFD
Georgia
$303K -$49.7K -3,114 -14%
VBFP
355
Valtinson Bruner Financial Planning
Minnesota
$300K +$300K +18,771 New
HIC
356
Holderness Investments Company
North Carolina
$297K +$17.9K +1,119 +6%
CRC
357
Curi RMB Capital
Illinois
$296K -$22.8K -1,428 -7%
MCWS
358
McKinley Carter Wealth Services
West Virginia
$293K +$3.21K +201 +1%
DWM
359
Destination Wealth Management
California
$292K +$29.9K +1,875 +11%
BFG
360
Bouchey Financial Group
New York
$288K +$96.3K +6,024 +50%
WCM
361
Wealthcare Capital Management
Virginia
$280K – – –
CMBA
362
C.M. Bidwell & Associates
Hawaii
$280K +$6.24K +390 +2%
VDFA
363
Vickerman & Driscoll Financial Advisors
Washington
$275K +$718 +45 +0.3%
EK
364
Evensky & Katz
Florida
$275K +$1.44K +90 +0.5%
HWA
365
Heritage Way Advisors
Illinois
$270K +$10.3K +642 +4%
TNBTD
366
Trustmark National Bank Trust Department
Mississippi
$261K – – –
PRS
367
Pinkerton Retirement Specialists
Idaho
$260K -$13.4M -839,805 -98%
Northern Trust
368
Northern Trust
Illinois
$247K +$6.7K +420 +3%
TCM
369
Twele Capital Management
Minnesota
$246K +$15.5K +972 +7%
PA
370
Paracle Advisors
Washington
$246K +$246K +15,414 New
KTC
371
Kistler-Tiffany Companies
Pennsylvania
$242K +$67.9K +4,251 +39%
PI
372
Pachira Investments
California
$233K +$233K +14,553 New
DAS
373
Dynamic Advisor Solutions
Arizona
$230K -$96.3K -5,490 -30%
CA
374
Continuum Advisory
Idaho
$229K +$527 +33 +0.2%
Millennium Management
375
Millennium Management
New York
$227K +$227K +14,229 New
13 14
15
16 17