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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 %
BCA
376
Bay Colony Advisors
Massachusetts
$347K +$91.2K +4,794 +36%
EWM
377
Empirical Wealth Management
Washington
$347K +$347K +18,207 New
DWM
378
Destination Wealth Management
California
$345K -$13.9K -732 -4%
CIA
379
Capital Investment Advisors
Georgia
$345K -$114 -6 -0%
AWM
380
AE Wealth Management
Kansas
$344K -$465K -24,423 -58%
CA
381
Continuum Advisory
Idaho
$344K +$71.4K +3,732 +26%
BFG
382
Bouchey Financial Group
New York
$343K – – –
BL
383
BFSG LLC
California
$341K -$9.24K -486 -3%
TCM
384
Twele Capital Management
Minnesota
$341K +$14.6K +768 +4%
WCM
385
Wealthcare Capital Management
Virginia
$336K +$1.66K +87 +0.5%
US Bancorp
386
US Bancorp
Minnesota
$327K -$101K -5,325 -24%
SC
387
Slow Capital
California
$327K -$26.6K -1,401 -8%
WAM
388
Wealthspire Advisors (Maryland)
Maryland
$327K -$12.4K -651 -4%
EK
389
Evensky & Katz
Florida
$326K – – –
NCM
390
Novare Capital Management
North Carolina
$321K +$35.3K +1,851 +12%
NGA
391
Naples Global Advisors
Florida
$321K +$55.7K +2,925 +21%
CAM
392
Cresset Asset Management
Illinois
$315K +$38K +1,986 +14%
BCM
393
Boltwood Capital Management
California
$313K +$58.6K +3,075 +23%
BRWA
394
B. Riley Wealth Advisors
Florida
$301K -$251K -13,176 -45%
CRC
395
Curi RMB Capital
Illinois
$301K – – –
RPA
396
Rock Point Advisors
Vermont
$301K +$11.8K +621 +4%
CMBA
397
C.M. Bidwell & Associates
Hawaii
$298K -$35.4K -1,860 -11%
PFA
398
Pathway Financial Advisors
Vermont
$293K +$285 +15 +0.1%
PI
399
Pachira Investments
California
$277K – – –
PA
400
Paracle Advisors
Washington
$277K – – –
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16
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