SCHM icon

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.

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 %
PMG
26
ProVise Management Group
Florida
$24M +$806K +43,680 +3%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$21.5M – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$21.1M +$32.6K +1,764 +0.2%
Morgan Stanley
29
Morgan Stanley
New York
$20.6M -$4.97M -268,974 -19%
RJA
30
Raymond James & Associates
Florida
$20.4M +$7.28M +394,401 +55%
FFN
31
Focus Financial Network
Minnesota
$20.3M +$20.3M +1,097,391 New
LPL Financial
32
LPL Financial
California
$18.8M +$2.26M +122,601 +14%
UCFA
33
United Capital Financial Advisors
Texas
$18.7M +$1.2M +64,854 +7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$17.1M +$3.13M +169,794 +22%
Wells Fargo
35
Wells Fargo
California
$16M +$3.67M +198,873 +30%
EHPM
36
Emery Howard Portfolio Management
California
$16M +$109K +5,913 +0.7%
SAM
37
Summit Asset Management
Tennessee
$15.6M +$133K +7,200 +0.9%
MML Investors Services
38
MML Investors Services
Massachusetts
$14.9M +$9.63M +521,760 +182%
HWA
39
HHM Wealth Advisors
Tennessee
$14.3M +$149K +8,094 +1%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$14.2M -$1.45M -78,747 -9%
SFS
41
Summit Financial Strategies
Ohio
$13.8M +$839K +45,453 +6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$13.2M +$6.87M +372,015 +108%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$13.2M +$475K +24,828 +4%
LF
44
Lee Financial
Texas
$13.2M +$1.54M +83,241 +13%
LIM
45
Leavell Investment Management
Alabama
$13.1M +$475K +25,716 +4%
Mariner
46
Mariner
Kansas
$13M +$9.38M +507,939 +262%
DP
47
Denver PWM
Colorado
$12.9M -$75.9K -4,017 -0.6%
MFT
48
Moisand Fitzgerald Tamayo
Florida
$12.7M +$199K +10,782 +2%
BCMO
49
Buckingham Capital Management (Ohio)
Ohio
$12.5M +$799K +43,257 +7%
GAM
50
Gemmer Asset Management
California
$12.4M +$216K +11,718 +2%
1
2
3 4 5