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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
Financial Management Professionals
Texas
$56.4M
2
Goldman Sachs
Goldman Sachs
New York
$43.5M
3
SWA
SFMG Wealth Advisors
Texas
$34.6M
4
FIM
Frontier Investment Management
Texas
$32M
5
PRS
Pinkerton Retirement Specialists
Idaho
$27M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
$8.66M
2
Ameriprise
Ameriprise
Minnesota
$35.6M
3
PFG
Pacific Financial Group
Washington
$0
4
JFG
JMG Financial Group
Illinois
$26.7M
5
AB
AT Bancorp
Iowa
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
501
Gradient Investments
Minnesota
$8K +$2.53K +132 +46%
VCM
502
Versant Capital Management
Arizona
$8K +$8K +468 New
PWM
503
PRW Wealth Management
Massachusetts
$7K – – –
HCM
504
Horrell Capital Management
Arkansas
$7K – – –
WEC
505
Winslow Evans & Crocker
Massachusetts
$6K – – –
SMG
506
Spectrum Management Group
Indiana
$6K – – –
RBC
507
Roble Belko & Company
Pennsylvania
$6K – – –
LFG
508
Larson Financial Group
Missouri
$6K +$212 +12 +4%
WCM
509
Whitener Capital Management
North Carolina
$6K +$649 +36 +12%
HCA
510
Horan Capital Advisors
Ohio
$6K +$6K +300 New
RCAG
511
Rehmann Capital Advisory Group
Michigan
$5.37K +$5.37K +291 New
MWC
512
MKD Wealth Coaches
Michigan
$5K +$51 +3 +1%
BAM
513
Barrett Asset Management
New York
$4K – – –
BWA
514
Burt Wealth Advisors
Maryland
$4K – – –
SF
515
Synovus Financial
Georgia
$4K +$4K +213 New
GI
516
GS Investments
Minnesota
$3.71K -$221 -12 -6%
TCOV
517
Trust Company of Vermont
Vermont
$3K – – –
KC
518
Knuff & Co
California
$3K – – –
NC
519
NewSquare Capital
Pennsylvania
$3K +$3K +150 New
AIC
520
Ameritas Investment Company
Nebraska
$3K +$3K +171 New
SFSG
521
Stearns Financial Services Group
North Carolina
$2K – – –
SMFS
522
Squar Milner Financial Services
California
$2K – – –
AF
523
Allworth Financial
California
$2K +$2K +90 New
IRC
524
Investors Research Corp
Georgia
$2K +$2K +108 New
AWM
525
Arbor Wealth Management
Florida
$2K +$2K +117 New
19 20
21
22 23