SCHM icon

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 %
NF
376
Nikulski Financial
Iowa
$224K -$33.6K -2,100 -13%
CB
377
Chemical Bank
Michigan
$224K +$224K +14,001 New
BCA
378
Bay Colony Advisors
Massachusetts
$224K +$224K +14,034 New
PA
379
Pinnacle Associates
New York
$222K +$222K +13,896 New
LFS
380
Lutz Financial Services
Nebraska
$217K +$217K +13,581 New
HCIA
381
Hochman Cole Investment Advisors
Illinois
$216K +$216K +13,536 New
SCA
382
Stillwater Capital Advisors
Pennsylvania
$206K – – –
PIM
383
Penobscot Investment Management
Massachusetts
$205K -$2.4K -150 -1%
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$196K +$3.27K +204 +2%
WAM
385
Wealthspire Advisors (Maryland)
Maryland
$187K -$24K -1,500 -11%
NFG
386
Next Financial Group
Texas
$186K +$186K +11,625 New
RFA
387
Reilly Financial Advisors
California
$182K -$3.83K -240 -2%
RCC
388
Red Cedar Capital
Nebraska
$182K +$1.58K +99 +0.9%
RCA
389
Rowland Carmichael Advisors
Arizona
$181K +$91.8K +5,736 +103%
APA
390
American Portfolios Advisors
New York
$162K -$1.88M -117,951 -92%
WAM
391
Watermark Asset Management
California
$161K -$13.3K -831 -8%
VFA
392
Valeo Financial Advisors
Indiana
$151K +$2.06K +129 +1%
FHA
393
Flagship Harbor Advisors
Massachusetts
$144K +$89.8K +5,631 +166%
FCA
394
FinTrust Capital Advisors
South Carolina
$136K +$136K +8,490 New
GWM
395
Geneos Wealth Management
Colorado
$118K -$190 -12 -0.2%
SLF
396
Sun Life Financial
Ontario, Canada
$114K – – –
SFSIG
397
San Francisco Sentry Investment Group
California
$113K – – –
BFC
398
Bedel Financial Consulting
Indiana
$108K – – –
DSC
399
Duncker Streett & Co
Missouri
$104K +$624 +39 +0.6%
Fidelity Investments
400
Fidelity Investments
Massachusetts
$92K -$3.93K -246 -4%
14 15
16
17 18