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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
1
Financial Management Professionals
Texas
$56.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$43.5M
3
SWA
3
SFMG Wealth Advisors
Texas
$34.6M
4
FIM
4
Frontier Investment Management
Texas
$32M
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$27M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$8.66M
2
Ameriprise
2
Ameriprise
Minnesota
$35.6M
3
PFG
3
Pacific Financial Group
Washington
$0
4
JFG
4
JMG Financial Group
Illinois
$26.7M
5
AB
5
AT Bancorp
Iowa
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
451
First Horizon Advisors
Tennessee
$70K +$9.91K +540 +16%
SQA
452
Simon Quick Advisors
New Jersey
$69K -$30.1K -1,638 -30%
RFC
453
Regions Financial Corp
Alabama
$67K +$35K +1,899 +110%
PC
454
Permanens Capital
New York
$67K +$67K +3,639 New
EI
455
Ellevest Inc
New York
$64K -$390 -21 -0.6%
CAL
456
Capital Advisors Ltd
Ohio
$58K – – –
CIAS
457
Capital Investment Advisory Services
North Carolina
$57K +$11.1K +603 +24%
WCM
458
WealthBridge Capital Management
Ohio
$53K – – –
GRP
459
Global Retirement Partners
California
$49K +$1.06K +57 +2%
William Blair & Company
460
William Blair & Company
Illinois
$48K – – –
SSB
461
Sandy Spring Bank
Maryland
$47K +$12.8K +699 +37%
PA
462
Parallel Advisors
California
$43K +$8.5K +459 +25%
LC
463
Lavaca Capital
Texas
$41K – – –
MSFP
464
Mark Sheptoff Financial Planning
Connecticut
$40K – – –
CWM
465
Cranbrook Wealth Management
Michigan
$39K -$30.7K -1,674 -44%
LDFR
466
Lehman & Derafelo Financial Resources
Pennsylvania
$39K – – –
BCM
467
Blume Capital Management
California
$39K – – –
PK
468
Pflug Koory
Nebraska
$38K – – –
CFD
469
Creative Financial Designs
Indiana
$37K -$6K -324 -14%
ONST
470
Old North State Trust
North Carolina
$37K +$37K +2,055 New
CFGS
471
Concourse Financial Group Securities
Alabama
$36K – – –
JPLA
472
Joseph P. Lucia & Associates
New York
$35.3K +$35.3K +6,017,268 New
HGWM
473
Harvest Group Wealth Management
Massachusetts
$35K -$397K -21,606 -92%
Citigroup
474
Citigroup
New York
$34K -$893 -48 -3%
BlackRock
475
BlackRock
New York
$31K +$2.08K +111 +7%
17 18
19
20 21