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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

540 hedge funds and large institutions have $2.64B invested in Schwab US Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 261 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
11.75%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
41
Increased
261
Reduced
164
Closed
21
Calls
$455K
Puts
$46.2M
Net Calls
-$45.8M
Net Calls Change
-$1.9M

Top Buyers

1
FMT
First Mercantile Trust
Tennessee
$48.6M
2
OIA
OneDigital Investment Advisors
Kansas
$61M
3
Morgan Stanley
Morgan Stanley
New York
$50.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$37.4M
5
SIC
Salem Investment Counselors
North Carolina
$13.8M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$2.26M
2
Goldman Sachs
Goldman Sachs
New York
$2.28M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$31.1M
4
FMP
Financial Management Professionals
Texas
$40M
5
KP
Keel Point
Alabama
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
526
Synovus Financial
Georgia
$4K – – –
BWA
527
Burt Wealth Advisors
Maryland
$4K – – –
GI
528
GS Investments
Minnesota
$3.82K – – –
KC
529
Knuff & Co
California
$3K – – –
NC
530
NewSquare Capital
Pennsylvania
$3K – – –
TCOV
531
Trust Company of Vermont
Vermont
$3K – – –
SFSG
532
Stearns Financial Services Group
North Carolina
$3K +$941 +48 +46%
TA
533
TCG Advisors
Texas
$2K – – –
AWM
534
Arbor Wealth Management
Florida
$2K – – –
SMFS
535
Squar Milner Financial Services
California
$2K – – –
IRC
536
Investors Research Corp
Georgia
$2K – – –
DWM
537
Doyle Wealth Management
Florida
$1K +$1K +42 New
GT
538
Glenmede Trust
Pennsylvania
$89 – +3 +0.1%
TFS
539
Thoroughbred Financial Services
Tennessee
– -$1.91M -103,596 Closed
A
540
AdvicePeriod
California
– -$939K -50,859 Closed
SS
541
Simplicity Solutions
Minnesota
– -$794K -43,008 Closed
GCA
542
Genesee Capital Advisors
New York
– -$711K -38,505 Closed
UAS
543
United Asset Strategies
New York
– -$592K -32,052 Closed
PFM
544
Phillips Financial Management
Indiana
– -$571K -30,525 Closed
STA
545
Summit Trail Advisors
New York
– -$497K -26,931 Closed
MWM
546
Marietta Wealth Management
Georgia
– -$353K -19,140 Closed
GG
547
Greenwood Gearhart
Arkansas
– -$223K -12,075 Closed
BMM
548
Buffington Mohr McNeal
Idaho
– -$105K -5,703 Closed
RFC
549
Regions Financial Corp
Alabama
– -$67K -3,633 Closed
WCM
550
WealthBridge Capital Management
Ohio
– -$53K -2,850 Closed
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