SCHM icon

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 %
MSFP
426
Mark Sheptoff Financial Planning
Connecticut
$35K – – –
BCM
427
Blume Capital Management
California
$34K – – –
LDFR
428
Lehman & Derafelo Financial Resources
Pennsylvania
$34K +$34K +2,130 New
PK
429
Pflug Koory
Nebraska
$33K +$33K +2,055 New
CFGS
430
Concourse Financial Group Securities
Alabama
$31K +$17.9K +1,155 +138%
SSB
431
Sandy Spring Bank
Maryland
$30K +$1.2K +75 +4%
Citigroup
432
Citigroup
New York
$30K +$2.06K +129 +7%
PA
433
Parallel Advisors
California
$29K -$1.96K -126 -6%
RFC
434
Regions Financial Corp
Alabama
$28K – – –
CCM
435
Covington Capital Management
California
$27K -$26.9K -1,686 -50%
SIM
436
Sonora Investment Management
Arizona
$26K – – –
BlackRock
437
BlackRock
New York
$25K -$2.29K -141 -8%
CG
438
Cutler Group
California
$23K +$23K +1,497 New
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$22K -$158K -9,717 -88%
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
PB
441
Pinnacle Bancorp
Nebraska
$20K +$20K +1,257 New
WAS
442
WESPAC Advisors SoCal
California
$19K -$23K – –
SIAP
443
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$1.74K +114 +10%
ADL
444
Asset Dedication LLC
California
$17K -$4.78K -300 -22%
FPFS
445
First Personal Financial Services
North Carolina
$17K – – –
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$16K -$12.4K -795 -44%
NSIM
447
North Star Investment Management
Illinois
$13K – – –
HDIM
448
Hanson & Doremus Investment Management
Vermont
$13K – – –
AWM
449
AllSquare Wealth Management
New York
$11K -$10.1K -645 -48%
BWP
450
Baldwin Wealth Partners
Massachusetts
$11K – – –
16 17
18
19 20