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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 %
RCC
426
Red Cedar Capital
Nebraska
$211K +$609 +33 +0.3%
DCM
427
Donaldson Capital Management
Indiana
$211K +$211K +11,406 New
RW
428
REDW Wealth
New Mexico
$203K +$203K +10,995 New
RFA
429
Reilly Financial Advisors
California
$194K -$16.3K -882 -8%
RCA
430
Rowland Carmichael Advisors
Arizona
$163K -$45.8K -2,478 -22%
IA
431
IFP Advisors
Florida
$162K -$4.82M -259,578 -97%
FHA
432
Flagship Harbor Advisors
Massachusetts
$154K -$11.7K -636 -7%
Bank of Montreal
433
Bank of Montreal
Ontario, Canada
$152K +$90.7K +4,914 +148%
FCA
434
FinTrust Capital Advisors
South Carolina
$144K -$13.2K -714 -8%
BFC
435
Bedel Financial Consulting
Indiana
$144K +$19.9K +1,080 +16%
DSC
436
Duncker Streett & Co
Missouri
$140K +$19.8K +1,071 +16%
SLF
437
Sun Life Financial
Ontario, Canada
$132K – – –
Fidelity Investments
438
Fidelity Investments
Massachusetts
$131K +$24.7K +1,335 +23%
SFSIG
439
San Francisco Sentry Investment Group
California
$130K – – –
VFA
440
Valeo Financial Advisors
Indiana
$120K -$55.3K -2,988 -32%
OIA
441
Optimum Investment Advisors
Illinois
$114K +$36.3K +1,962 +47%
GWM
442
Geneos Wealth Management
Colorado
$111K -$26.5K -1,440 -19%
HCM
443
Horan Capital Management
Maryland
$107K +$107K +5,796 New
BMM
444
Buffington Mohr McNeal
Idaho
$105K +$105K +5,703 New
TWA
445
TCI Wealth Advisors
Arizona
$90K -$4.89K -264 -5%
CAC
446
Certified Advisory Corp
Florida
$88K +$15.6K +846 +22%
OAM
447
Oppenheimer Asset Management
New York
$83K +$499 +27 +0.6%
CDIA
448
Capital Directions Investment Advisors
Georgia
$81K – – –
LWANC
449
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K -$7.44K -405 -9%
TSW
450
Thompson Siegel & Walmsley
Virginia
$72K – – –
16 17
18
19 20