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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
$43.5M
3
SWA
SFMG Wealth Advisors
Texas
$34.6M
4
FIM
Frontier Investment Management
Texas
$32M
5
PRS
Pinkerton Retirement Specialists
Idaho
$27M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
$8.66M
2
Ameriprise
Ameriprise
Minnesota
$35.6M
3
PFG
Pacific Financial Group
Washington
$0
4
JFG
JMG Financial Group
Illinois
$26.7M
5
AB
AT Bancorp
Iowa
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$330K +$114K +6,153 +53%
HWA
377
Heritage Way Advisors
Illinois
$326K +$14.2K +771 +5%
WCM
378
Wealthcare Capital Management
Virginia
$324K – – –
CMBA
379
C.M. Bidwell & Associates
Hawaii
$323K – – –
EK
380
Evensky & Katz
Florida
$316K -$1.83K -99 -0.6%
TCM
381
Twele Capital Management
Minnesota
$316K +$32.3K +1,752 +11%
CB
382
Chemical Bank
Michigan
$303K +$44.6K +2,415 +17%
Stifel Financial
383
Stifel Financial
Missouri
$299K +$299K +16,170 New
PIA
384
Pinion Investment Advisors
Kansas
$293K +$293K +15,873 New
CRC
385
Curi RMB Capital
Illinois
$292K -$51K -2,757 -15%
AWM
386
Apollon Wealth Management
South Carolina
$289K -$6.64M -359,646 -96%
Northern Trust
387
Northern Trust
Illinois
$287K +$1.05K +57 +0.4%
SB
388
Suntrust Banks
Georgia
$284K +$284K +15,387 New
PFA
389
Pathway Financial Advisors
Vermont
$284K +$284K +15,408 New
Lido Advisors
390
Lido Advisors
California
$283K +$283K +15,354 New
RPA
391
Rock Point Advisors
Vermont
$281K -$94.8K -5,133 -25%
ZIM
392
Zacks Investment Management
Illinois
$281K +$281K +15,213 New
TNBTD
393
Trustmark National Bank Trust Department
Mississippi
$277K -$24.7K -1,338 -8%
NCM
394
Novare Capital Management
North Carolina
$277K +$277K +14,991 New
PA
395
Paracle Advisors
Washington
$269K -$14.9K -810 -5%
PI
396
Pachira Investments
California
$269K – – –
CAM
397
Cresset Asset Management
Illinois
$268K +$268K +14,490 New
CA
398
Continuum Advisory
Idaho
$267K -$1.57K -84 -0.6%
CP
399
Camelot Portfolios
Ohio
$261K +$261K +14,136 New
NF
400
Nikulski Financial
Iowa
$259K – – –
14 15
16
17 18