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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 %
SQA
401
Simon Quick Advisors
New Jersey
$86K -$34.8K -2,184 -29%
TWA
402
TCI Wealth Advisors
Arizona
$82K +$82K +5,121 New
LWANC
403
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K +$73K +4,599 New
OAM
404
Oppenheimer Asset Management
New York
$71K +$71K +4,464 New
CDIA
405
Capital Directions Investment Advisors
Georgia
$70K – – –
BWA
406
BDO Wealth Advisors
Florida
$68K -$10.7K -672 -14%
OIA
407
Optimum Investment Advisors
Illinois
$67K +$9.24K +579 +16%
CAC
408
Certified Advisory Corp
Florida
$63K +$1.16K +72 +2%
VCM
409
Vigilant Capital Management
Maine
$63K +$63K +3,960 New
TSW
410
Thompson Siegel & Walmsley
Virginia
$62K – – –
CWM
411
Cranbrook Wealth Management
Michigan
$61K – – –
EI
412
Ellevest Inc
New York
$55K +$55K +3,471 New
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$54K -$70.3K -4,326 -57%
FHA
414
First Horizon Advisors
Tennessee
$52K – – –
CAL
415
Capital Advisors Ltd
Ohio
$50K +$50K +3,153 New
CCMW
416
Cypress Capital Management (Wyoming)
Wyoming
$49K -$2.36M -146,184 -98%
QCG
417
Quadrant Capital Group
Ohio
$47K +$47K +3,036 New
WCM
418
WealthBridge Capital Management
Ohio
$46K +$46K +2,850 New
PG
419
Patten Group
Tennessee
$43K -$2.13K -132 -5%
FIB
420
First Interstate Bank
Montana
$43K – – –
William Blair & Company
421
William Blair & Company
Illinois
$42K +$29.4K +1,824 +234%
GRP
422
Global Retirement Partners
California
$41K -$37.6K -2,361 -48%
CIAS
423
Capital Investment Advisory Services
North Carolina
$40K +$40K +2,493 New
CFD
424
Creative Financial Designs
Indiana
$37K +$1.77K +111 +5%
LC
425
Lavaca Capital
Texas
$36K +$36K +2,244 New
15 16
17
18 19