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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.

New
Increased
Maintained
Reduced
Closed
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 %
WPA
476
West Paces Advisors
Georgia
$27.7K -$1.36M -73,497 -98%
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$25K – – –
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$24K -$2.65K -102 -10%
PFGIA
479
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
SIAP
480
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
WAS
481
WESPAC Advisors SoCal
California
$22K +$22K +1,200 New
BWA
482
BDO Wealth Advisors
Florida
$21K -$58.6K -3,150 -74%
ADL
483
Asset Dedication LLC
California
$20K – – –
QCG
484
Quadrant Capital Group
Ohio
$19K -$35.9K -1,986 -65%
FPFS
485
First Personal Financial Services
North Carolina
$19K – – –
HNB
486
Huntington National Bank
Ohio
$19K – – –
SIM
487
Sonora Investment Management
Arizona
$15K -$14.9K -819 -50%
NSIM
488
North Star Investment Management
Illinois
$15K – – –
LFG
489
LifePlan Financial Group
Ohio
$14K +$2.49K +135 +22%
PMFA
490
Plante Moran Financial Advisors
Michigan
$14K +$3.27K +177 +30%
ME
491
McIlrath & Eck
Washington
$14K +$4.69K +255 +50%
GSWM
492
Golden State Wealth Management
California
$14K +$14K +738 New
BWP
493
Baldwin Wealth Partners
Massachusetts
$13K – – –
AWM
494
AllSquare Wealth Management
New York
$13K – – –
MIM
495
Macroview Investment Management
Maryland
$13K +$7.97K +447 +159%
CF
496
Centaurus Financial
California
$11.4K +$7.95K +1,320 +233%
JFA
497
JNBA Financial Advisors
Minnesota
$11K +$11K +600 New
PGWM
498
Parisi Gray Wealth Management
New Jersey
$9K -$2.84K -162 -24%
TL
499
TrueWealth LLC
Georgia
$9K – – –
1IA
500
1834 Investment Advisors
Wisconsin
$8K -$882 -45 -10%
18 19
20
21 22