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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
Financial Engines Advisors
California
$98.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44.5M
3
DCM
DeGreen Capital Management
Arizona
$25.3M
4
JFG
JMG Financial Group
Illinois
$30M
5
HighTower Advisors
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
AA
Apriem Advisors
California
$0
2
PRS
Pinkerton Retirement Specialists
Idaho
$260K
3
CWM
Cornerstone Wealth Management
Missouri
$465K
4
AWS
AJ Wealth Strategies
New York
$8.23M
5
KP
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
501
Wolverine Trading
Illinois
– -$327K -16,968 Closed
RBCM
502
Raub Brock Capital Management
California
– -$318K -16,470 Closed
Susquehanna International Group
503
Susquehanna International Group
Pennsylvania
– -$312K -16,185 Closed
HIM
504
Harbour Investment Management
Washington
– -$311K -16,140 Closed
CA
505
CapWealth Advisors
Tennessee
– -$303K -15,702 Closed
ZIM
506
Zacks Investment Management
Illinois
– -$299K -15,486 Closed
CAM
507
Cubic Asset Management
Massachusetts
– -$276K -14,325 Closed
PPA
508
Parametric Portfolio Associates
Washington
– -$273K -14,142 Closed
RWP
509
RWA Wealth Partners
Massachusetts
– -$240K -12,465 Closed
TPW
510
Tiller Private Wealth
Pennsylvania
– -$240K -12,435 Closed
PL
511
Plancorp LLC
Missouri
– -$234K -12,138 Closed
CG
512
Colony Group
Massachusetts
– -$234K -12,132 Closed
GG
513
Greenwood Gearhart
Arkansas
– -$233K -12,063 Closed
NCM
514
Novare Capital Management
North Carolina
– -$231K -11,988 Closed
Stifel Financial
515
Stifel Financial
Missouri
– -$226K -11,646 Closed
RW
516
REDW Wealth
New Mexico
– -$224K -11,625 Closed
DCM
517
Donaldson Capital Management
Indiana
– -$224K -11,598 Closed
CCB
518
Cutter & Co Brokerage
Missouri
– -$224K -11,598 Closed
AWM
519
Altium Wealth Management
New York
– -$221K -11,484 Closed
BCM
520
BTR Capital Management
California
– -$217K -11,250 Closed
Deutsche Bank
521
Deutsche Bank
Germany
– -$213K -11,064 Closed
MWP
522
MYCIO Wealth Partners
Pennsylvania
– -$205K -10,623 Closed
BCM
523
Breiter Capital Management
Florida
– -$203K -10,545 Closed
MCP
524
Mirador Capital Partners
California
– -$202K -10,497 Closed
APSI
525
Asset Planning Services Inc
Louisiana
– -$151K -7,836 Closed
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