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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 %
RIA
451
Realta Investment Advisors
Delaware
$134K +$134K +6,969 New
VFA
452
Valeo Financial Advisors
Indiana
$126K +$2.57K +135 +2%
OIA
453
Optimum Investment Advisors
Illinois
$118K +$1.19K +63 +1%
GWM
454
Geneos Wealth Management
Colorado
$114K – – –
HCM
455
Horan Capital Management
Maryland
$110K – – –
LWANC
456
Laurel Wealth Advisors (North Carolina)
North Carolina
$97K +$17.1K +900 +21%
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$87K -$69.6K -3,660 -44%
CDIA
458
Capital Directions Investment Advisors
Georgia
$83K – – –
GRP
459
Global Retirement Partners
California
$81K +$31.1K +1,644 +62%
CFA
460
Carroll Financial Associates
North Carolina
$81K +$81K +4,293 New
S
461
SignatureFD
Georgia
$80K -$281K -14,760 -78%
SQA
462
Simon Quick Advisors
New Jersey
$79.4K +$7.99K +420 +11%
PC
463
Permanens Capital
New York
$78K +$8.58K +450 +12%
TSW
464
Thompson Siegel & Walmsley
Virginia
$74K – – –
CIAS
465
Capital Investment Advisory Services
North Carolina
$68K +$9.23K +486 +16%
EI
466
Ellevest Inc
New York
$62K -$4.02K -210 -6%
CAL
467
Capital Advisors Ltd
Ohio
$60K – – –
FHA
468
First Horizon Advisors
Tennessee
$58K -$14.3K -753 -20%
MWM
469
Merriman Wealth Management
Washington
$52.9K -$666 -3,477 -1%
TWA
470
TCI Wealth Advisors
Arizona
$52K -$41.2K -2,148 -44%
CAC
471
Certified Advisory Corp
Florida
$48K -$41.9K -2,220 -47%
SSB
472
Sandy Spring Bank
Maryland
$44K -$5.29K -276 -11%
BlackRock
473
BlackRock
New York
$44K +$12.6K +666 +40%
ESB
474
Essex Savings Bank
Connecticut
$43K +$43K +2,280 New
LDFR
475
Lehman & Derafelo Financial Resources
Pennsylvania
$41K -$174 -9 -0.4%
17 18
19
20 21