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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 %
CAN
351
Cetera Advisor Networks
California
$411K +$411K +22,278 New
CG
352
Colony Group
Massachusetts
$406K +$406K +22,008 New
MMHP
353
Murphy Middleton Hinkle & Parker
Georgia
$404K +$2.16K +117 +0.5%
MOS
354
MGO One Seven
Ohio
$403K – – –
AFA
355
Arlington Financial Advisors
California
$400K +$22.7K +1,227 +6%
AIM
356
Avity Investment Management
Connecticut
$398K – – –
SG
357
Somerset Group
Minnesota
$388K +$1.33K +72 +0.3%
CPIG
358
Chicago Partners Investment Group
Illinois
$374K +$10.1K +534 +3%
HIC
359
Holderness Investments Company
North Carolina
$374K +$31.4K +1,701 +9%
PA
360
Pinnacle Associates
New York
$373K +$117K +6,315 +45%
RWM
361
Reston Wealth Management
Virginia
$358K -$108K -5,715 -23%
CIM
362
Contravisory Investment Management
Massachusetts
$357K +$357K +19,329 New
BWP
363
BSW Wealth Partners
Colorado
$356K -$83K -4,491 -19%
G
364
Gainplan
Michigan
$355K +$355K +19,230 New
MWM
365
Marietta Wealth Management
Georgia
$353K -$392K -21,249 -53%
S
366
SignatureFD
Georgia
$350K – – –
DWM
367
Destination Wealth Management
California
$348K +$9.97K +540 +3%
VBFP
368
Valtinson Bruner Financial Planning
Minnesota
$347K – – –
SC
369
Slow Capital
California
$343K -$67.8K -3,675 -17%
MCWS
370
McKinley Carter Wealth Services
West Virginia
$342K +$3.38K +183 +1%
KTC
371
Kistler-Tiffany Companies
Pennsylvania
$342K +$62.1K +3,363 +22%
BL
372
BFSG LLC
California
$340K -$34.4K -1,863 -9%
CIA
373
Capital Investment Advisors
Georgia
$334K -$31.9K -1,728 -9%
BFG
374
Bouchey Financial Group
New York
$333K – – –
DAS
375
Dynamic Advisor Solutions
Arizona
$332K +$90.1K +4,884 +37%
13 14
15
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