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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 %
Parallax Volatility Advisers
476
Parallax Volatility Advisers
California
$3K +$2.95K +180 +6,000%
SFSG
477
Stearns Financial Services Group
North Carolina
$2K – – –
SMFS
478
Squar Milner Financial Services
California
$2K – – –
HR
479
Howe & Rusling
New York
$2K +$1.88K +96 +1,600%
DWM
480
Doyle Wealth Management
Florida
$1K +$1K +42 New
GT
481
Glenmede Trust
Pennsylvania
$8 +$8 +540 New
CF
482
Centaurus Financial
California
$4 +$4 +555 +4,625%
AA
483
Apriem Advisors
California
– -$20.4M -1,055,505 Closed
KP
484
Keel Point
Alabama
– -$10.6M -550,431 Closed
ECML
485
Eagle Capital Management (Louisiana)
Louisiana
– -$9.71M -503,634 Closed
AIP
486
Almanack Investment Partners
Pennsylvania
– -$6.36M -347,808 Closed
EF
487
Empirical Finance
Pennsylvania
– -$5.99M -310,425 Closed
TFS
488
TrustCore Financial Services
Tennessee
– -$2.92M -151,449 Closed
LFGH
489
Lee Financial Group Hawaii
Hawaii
– -$2.91M -150,687 Closed
MWA
490
MFA Wealth Advisors
Pennsylvania
– -$2.48M -139,851 Closed
JFA
491
JNBA Financial Advisors
Minnesota
– -$2.28M -118,446 Closed
Manulife (Manufacturers Life Insurance)
492
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.22M -63,096 Closed
FAAS
493
First Allied Advisory Services
California
– -$1.04M -53,916 Closed
FTS
494
Fifth Third Securities
Ohio
– -$977K -50,688 Closed
CM
495
Columbus Macro
Pennsylvania
– -$946K -49,056 Closed
FA
496
FDx Advisors
Illinois
– -$696K -36,102 Closed
CSIC
497
Clifford Swan Investment Counsel
California
– -$624K -32,382 Closed
AG
498
Appleton Group
Wisconsin
– -$608K -31,533 Closed
CA
499
Calton & Associates
Florida
– -$516K -26,787 Closed
SP
500
SWS Partners
Ohio
– -$329K -17,082 Closed
18 19
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