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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 %
NGA
401
Naples Global Advisors
Florida
$257K +$257K +13,941 New
CIC
402
Carnegie Investment Counsel
Ohio
$251K +$251K +13,590 New
HCIA
403
Hochman Cole Investment Advisors
Illinois
$250K – – –
PIM
404
Penobscot Investment Management
Massachusetts
$248K +$11.3K +612 +5%
BCA
405
Bay Colony Advisors
Massachusetts
$247K -$10.9K -594 -4%
BCM
406
Boltwood Capital Management
California
$246K -$167K -9,045 -40%
LA
407
LexAurum Advisors
Kansas
$241K +$241K +13,038 New
SCA
408
Stillwater Capital Advisors
Pennsylvania
$238K – – –
SWA
409
Stratos Wealth Advisors
Ohio
$235K +$235K +12,726 New
GA
410
Gateway Advisory
New Jersey
$233K -$341K -18,459 -59%
TF
411
Trek Financial
Arizona
$232K -$174K -9,432 -43%
GPC
412
Glacier Peak Capital
Washington
$232K +$232K +12,552 New
BIA
413
Barry Investment Advisors
Massachusetts
$231K +$231K +12,486 New
GWA
414
Guidant Wealth Advisors
Illinois
$230K +$230K +12,453 New
PWMAG
415
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$227K +12,297 New
PL
416
Plancorp LLC
Missouri
$225K +$225K +12,162 New
TPW
417
Tiller Private Wealth
Pennsylvania
$224K +$224K +12,150 New
GG
418
Greenwood Gearhart
Arkansas
$223K +$223K +12,075 New
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$222K -$3.77K -204 -2%
SWM
420
Segment Wealth Management
Texas
$220K +$220K +11,931 New
LFS
421
Lutz Financial Services
Nebraska
$216K -$34.5K -1,872 -14%
RWM
422
RBA Wealth Management
California
$214K +$214K +11,337 New
PFP
423
Pinnacle Financial Partners
Tennessee
$214K +$214K +11,592 New
BMM
424
Berkshire Money Management
Massachusetts
$213K +$213K +11,520 New
RBCM
425
Raub Brock Capital Management
California
$212K +$212K +11,457 New
15 16
17
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