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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 %
BWP
451
Baldwin Wealth Partners
Massachusetts
$11K – – –
NSG
452
Nalls Sherbakoff Group
Tennessee
$11K +$11K +672 New
PGWM
453
Parisi Gray Wealth Management
New Jersey
$11K +$11K +675 New
LFG
454
LifePlan Financial Group
Ohio
$10K +$240 +15 +2%
PMFA
455
Plante Moran Financial Advisors
Michigan
$9K – – –
ME
456
McIlrath & Eck
Washington
$8K – – –
TL
457
TrueWealth LLC
Georgia
$8K – – –
1IA
458
1834 Investment Advisors
Wisconsin
$7K – – –
HCM
459
Horrell Capital Management
Arkansas
$6K – – –
WEC
460
Winslow Evans & Crocker
Massachusetts
$6K – – –
PWM
461
PRW Wealth Management
Massachusetts
$6K +$6K +405 New
NDSI
462
Newman Dignan & Sheerar Inc
Rhode Island
$5.07K -$114 -7,161 -2%
SMG
463
Spectrum Management Group
Indiana
$5K – – –
FMP
464
Financial Management Professionals
Texas
$5K – – –
RBC
465
Roble Belko & Company
Pennsylvania
$5K – – –
GI
466
Gradient Investments
Minnesota
$5K +$5K +285 New
MWC
467
MKD Wealth Coaches
Michigan
$5K +$5K +291 New
LFG
468
Larson Financial Group
Missouri
$5K +$5K +327 New
BAM
469
Barrett Asset Management
New York
$4K – – –
MIM
470
Macroview Investment Management
Maryland
$4K +$43 +3 +1%
WCM
471
Whitener Capital Management
North Carolina
$4K +$444 +33 +13%
GI
472
GS Investments
Minnesota
$3.39K +$48 +3 +1%
BWA
473
Burt Wealth Advisors
Maryland
$3K – – –
TCOV
474
Trust Company of Vermont
Vermont
$3K – – –
KC
475
Knuff & Co
California
$3K +$3K +165 New
17 18
19
20 21