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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 %
EHPM
26
Emery Howard Portfolio Management
California
$13.8M -$871K -54,495 -6%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$13.5M -$494K -30,918 -4%
SAM
28
Summit Asset Management
Tennessee
$13.4M +$457K +28,629 +4%
PFG
29
Pacific Financial Group
Washington
$13.3M +$13.3M +831,240 New
WA
30
WealthTrust-Arizona
Arizona
$12.4M -$620K -38,814 -5%
DP
31
Denver PWM
Colorado
$12.4M +$32K +1,776 +0.3%
HWA
32
HHM Wealth Advisors
Tennessee
$12.2M +$12.2M +764,415 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$12.1M -$343K -21,468 -3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$63.3K +3,627 +0.5%
RJA
35
Raymond James & Associates
Florida
$11.4M +$6.06M +379,335 +114%
SFS
36
Summit Financial Strategies
Ohio
$11.2M +$538K +33,690 +5%
LIM
37
Leavell Investment Management
Alabama
$10.9M +$572K +35,805 +6%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$10.8M +$293K +18,363 +3%
BWM
39
BerganKDV Wealth Management
Minnesota
$10.7M +$506K +31,683 +5%
Wells Fargo
40
Wells Fargo
California
$10.7M -$750K -46,950 -7%
GAM
41
Gemmer Asset Management
California
$10.6M +$2.13M +133,626 +25%
NCM
42
Northwest Capital Management
Oregon
$10.5M -$1.29M -80,775 -11%
OFG
43
Omega Financial Group
California
$10.3M +$10.3M +642,813 New
MI
44
Moneywise Inc
Virginia
$10.2M +$532K +33,270 +5%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$491K +30,747 +5%
CCM
46
CWH Capital Management
Washington
$10.1M -$106K -6,630 -1%
LF
47
Lee Financial
Texas
$10.1M +$2.55M +159,555 +34%
CWM
48
Campbell Wealth Management
Virginia
$9.85M +$9.85M +616,401 New
MAG
49
Mokosak Advisory Group
Iowa
$9.66M -$2.31M -144,699 -19%
Creative Planning
50
Creative Planning
Kansas
$9.48M +$425K +26,622 +5%
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