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 %
BL
351
BCWM LLC
Kansas
$460K +$13K +681 +3%
PA
352
Pinnacle Associates
New York
$445K +$60.6K +3,186 +16%
PIA
353
Pinion Investment Advisors
Kansas
$443K +$141K +7,407 +47%
BCM
354
Breiter Capital Management
Florida
$442K +$442K +23,253 New
EWA
355
EP Wealth Advisors
California
$436K +$6.62K +348 +2%
AFA
356
Arlington Financial Advisors
California
$436K +$23.6K +1,239 +6%
KP
357
Keel Point
Alabama
$433K -$8.47M -445,539 -95%
MMHP
358
Murphy Middleton Hinkle & Parker
Georgia
$430K +$14.4K +759 +3%
PWM
359
Perigon Wealth Management
California
$427K +$4.57K +240 +1%
SG
360
Somerset Group
Minnesota
$426K +$25.6K +1,344 +6%
COI
361
Capital One Investing
Virginia
$418K +$418K +21,990 New
MOS
362
MGO One Seven
Ohio
$416K – – –
AIM
363
Avity Investment Management
Connecticut
$409K -$1.43K -75 -0.3%
PA
364
Parallel Advisors
California
$409K +$365K +19,197 +827%
TC
365
Telemus Capital
Michigan
$406K -$164K -8,979 -29%
CPIG
366
Chicago Partners Investment Group
Illinois
$401K +$23.2K +1,212 +6%
GPC
367
Glacier Peak Capital
Washington
$393K +$154K +8,103 +65%
FNBT
368
FineMark National Bank & Trust
Florida
$388K -$59.2K -3,114 -13%
CB
369
Chemical Bank
Michigan
$382K +$69.9K +3,675 +22%
CIM
370
Contravisory Investment Management
Massachusetts
$380K +$12.4K +651 +3%
MCWS
371
McKinley Carter Wealth Services
West Virginia
$372K +$19.4K +1,023 +6%
RWM
372
Reston Wealth Management
Virginia
$360K – – –
HWA
373
Heritage Way Advisors
Illinois
$357K +$20.6K +1,080 +6%
BWP
374
BSW Wealth Partners
Colorado
$356K -$10.1K -531 -3%
VBFP
375
Valtinson Bruner Financial Planning
Minnesota
$352K -$5.72K -300 -2%
13 14
15
16 17