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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 %
SWM
401
Segment Wealth Management
Texas
$276K +$48.9K +2,568 +22%
PWMAG
402
Pinnacle Wealth Management Advisory Group
New Jersey
$275K +$40.8K +2,142 +17%
ZIM
403
Zacks Investment Management
Illinois
$272K -$17.9K -939 -6%
HCIA
404
Hochman Cole Investment Advisors
Illinois
$270K +$12.4K +651 +5%
CP
405
Camelot Portfolios
Ohio
$269K – – –
NF
406
Nikulski Financial
Iowa
$269K – – –
MWA
407
MFA Wealth Advisors
Pennsylvania
$266K -$2.42M -127,098 -90%
Northern Trust
408
Northern Trust
Illinois
$265K -$31K -1,626 -10%
DAS
409
Dynamic Advisor Solutions
Arizona
$261K -$81K -4,263 -24%
AWM
410
Apollon Wealth Management
South Carolina
$260K -$37.3K -1,965 -13%
SFG
411
SNS Financial Group
Minnesota
$259K +$259K +13,596 New
SB
412
Suntrust Banks
Georgia
$258K -$34.6K -1,818 -12%
Renaissance Technologies
413
Renaissance Technologies
New York
$257K +$257K +13,500 New
PNC Financial Services Group
414
PNC Financial Services Group
Pennsylvania
$251K +$23.3K +1,230 +10%
LA
415
LexAurum Advisors
Kansas
$248K – – –
SFG
416
SevenBridge Financial Group
Pennsylvania
$248K +$248K +13,026 New
PIM
417
Penobscot Investment Management
Massachusetts
$246K -$9.12K -480 -4%
SCA
418
Stillwater Capital Advisors
Pennsylvania
$246K – – –
GA
419
Gateway Advisory
New Jersey
$239K -$1.32K -69 -0.5%
GWA
420
Guidant Wealth Advisors
Illinois
$237K – – –
AP
421
Appleton Partners
Massachusetts
$235K +$235K +12,345 New
NFG
422
Next Financial Group
Texas
$233K +$233K +12,249 New
PL
423
Plancorp LLC
Missouri
$231K – – –
TPW
424
Tiller Private Wealth
Pennsylvania
$231K – – –
HIM
425
Harbour Investment Management
Washington
$229K +$229K +12,039 New
15 16
17
18 19