SCHM icon

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
$61M
3
Morgan Stanley
Morgan Stanley
New York
$50.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$37.4M
5
SIC
Salem Investment Counselors
North Carolina
$13.8M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$2.26M
2
Goldman Sachs
Goldman Sachs
New York
$2.28M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$31.1M
4
FMP
Financial Management Professionals
Texas
$40M
5
KP
Keel Point
Alabama
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
426
REDW Wealth
New Mexico
$227K +$17.5K +921 +8%
BMM
427
Berkshire Money Management
Massachusetts
$226K +$6.29K +330 +3%
RWM
428
RBA Wealth Management
California
$225K +$9.25K +486 +4%
RBCM
429
Raub Brock Capital Management
California
$224K +$6.38K +336 +3%
LFS
430
Lutz Financial Services
Nebraska
$223K – – –
TF
431
Trek Financial
Arizona
$222K -$17K -894 -7%
PFP
432
Pinnacle Financial Partners
Tennessee
$221K – – –
RCC
433
Red Cedar Capital
Nebraska
$218K – – –
SPC
434
Sigma Planning Corp
Michigan
$218K +$218K +11,433 New
PCA
435
Personal Capital Advisors
California
$217K +$217K +11,400 New
CIC
436
Carnegie Investment Counsel
Ohio
$210K -$48.5K -2,550 -19%
DCM
437
Donaldson Capital Management
Indiana
$210K -$7.49K -393 -3%
SP
438
SWS Partners
Ohio
$207K +$207K +10,785 New
RFA
439
Reilly Financial Advisors
California
$185K -$15.5K -813 -8%
MWP
440
MYCIO Wealth Partners
Pennsylvania
$179K +$179K +9,381 New
RCA
441
Rowland Carmichael Advisors
Arizona
$160K -$8.3K -435 -5%
BFC
442
Bedel Financial Consulting
Indiana
$149K – – –
FHA
443
Flagship Harbor Advisors
Massachusetts
$148K -$11.4K -600 -7%
FCA
444
FinTrust Capital Advisors
South Carolina
$148K – – –
Fidelity Investments
445
Fidelity Investments
Massachusetts
$145K +$9.95K +522 +7%
SFSIG
446
San Francisco Sentry Investment Group
California
$145K +$10.8K +570 +8%
DSC
447
Duncker Streett & Co
Missouri
$144K – – –
TNBTD
448
Trustmark National Bank Trust Department
Mississippi
$143K -$143K -7,500 -50%
SLF
449
Sun Life Financial
Ontario, Canada
$136K – – –
OAM
450
Oppenheimer Asset Management
New York
$135K +$49.7K +2,619 +58%
16 17
18
19 20