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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
1
First Mercantile Trust
Tennessee
$48.6M
2
OIA
2
OneDigital Investment Advisors
Kansas
$61M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$37.4M
5
SIC
5
Salem Investment Counselors
North Carolina
$13.8M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.26M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.28M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$31.1M
4
FMP
4
Financial Management Professionals
Texas
$40M
5
KP
5
Keel Point
Alabama
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$26.3M +$1.52M +79,650 +6%
NFG
27
Nadler Financial Group
Illinois
$26.1M +$1.26M +66,234 +5%
HighTower Advisors
28
HighTower Advisors
Illinois
$24.9M -$900K -47,289 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$22M +$346K +18,198 +2%
RJA
30
Raymond James & Associates
Florida
$22M +$933K +49,044 +4%
FFN
31
Focus Financial Network
Minnesota
$21.7M +$751K +39,342 +4%
LPL Financial
32
LPL Financial
California
$21M +$1.59M +83,502 +8%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$20.4M +$12.8M +674,655 +170%
Wells Fargo
34
Wells Fargo
California
$20.2M +$3.68M +193,134 +22%
UCFA
35
United Capital Financial Advisors
Texas
$19.9M +$686K +36,060 +4%
Creative Planning
36
Creative Planning
Kansas
$19.5M +$7.17M +376,734 +58%
MML Investors Services
37
MML Investors Services
Massachusetts
$18.4M +$3.02M +158,739 +20%
Mariner
38
Mariner
Kansas
$16.8M +$3.42M +179,886 +26%
EHPM
39
Emery Howard Portfolio Management
California
$16.7M +$150K +7,860 +0.9%
SAM
40
Summit Asset Management
Tennessee
$16.5M +$394K +20,688 +2%
HWA
41
HHM Wealth Advisors
Tennessee
$15.1M +$397K +20,856 +3%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$14.9M +$344K +18,096 +2%
CCM
43
CWH Capital Management
Washington
$14.8M +$2.42M +127,392 +20%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$14.6M +$1.01M +53,205 +7%
SFS
45
Summit Financial Strategies
Ohio
$14.5M +$342K +17,952 +2%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$14.5M +$1.55M +81,606 +12%
LIM
47
Leavell Investment Management
Alabama
$14.4M +$858K +44,922 +6%
LF
48
Lee Financial
Texas
$14.4M +$772K +40,554 +6%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$14.3M -$3.28M -172,491 -19%
SIC
50
Salem Investment Counselors
North Carolina
$13.8M +$13.8M +727,641 New
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