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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 %
TA
526
TCG Advisors
Texas
$2K +$2K +123 New
Koshinski Asset Management
527
Koshinski Asset Management
Illinois
$1.06K -$224 -12,135 -17%
GT
528
Glenmede Trust
Pennsylvania
$86 +$76 +4,149 +768%
PFG
529
Pacific Financial Group
Washington
– -$13.3M -831,240 Closed
WT
530
Whittier Trust
California
– -$2.46M -154,050 Closed
MWM
531
MorganRosel Wealth Management
Colorado
– -$2.14M -134,160 Closed
BAM
532
Belpointe Asset Management
Nevada
– -$1.2M -75,135 Closed
TRCT
533
Tower Research Capital (TRC)
New York
– -$1.16M -72,345 Closed
WI
534
Wintrust Investments
Illinois
– -$1.04M -64,827 Closed
KM
535
Kalos Management
Georgia
– -$1.26M -62,124 Closed
HR
536
Hayden Royal
North Carolina
– -$623K -38,970 Closed
RPGK
537
Retirement Planning Group (Kansas)
Kansas
– -$494K -30,933 Closed
Renaissance Technologies
538
Renaissance Technologies
New York
– -$479K -30,000 Closed
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
– -$466K -29,145 Closed
VDFA
540
Vickerman & Driscoll Financial Advisors
Washington
– -$275K -17,235 Closed
Millennium Management
541
Millennium Management
New York
– -$227K -14,229 Closed
NFG
542
Next Financial Group
Texas
– -$186K -11,625 Closed
VCM
543
Vigilant Capital Management
Maine
– -$63K -3,960 Closed
CCMW
544
Cypress Capital Management (Wyoming)
Wyoming
– -$49K -3,036 Closed
FIB
545
First Interstate Bank
Montana
– -$43K -2,715 Closed
PG
546
Patten Group
Tennessee
– -$43K -2,661 Closed
CCM
547
Covington Capital Management
California
– -$27K -1,695 Closed
CG
548
Cutler Group
California
– -$23K -1,497 Closed
PB
549
Pinnacle Bancorp
Nebraska
– -$20K -1,257 Closed
HDIM
550
Hanson & Doremus Investment Management
Vermont
– -$13K -789 Closed
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