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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
1
Financial Engines Advisors
California
$98.2M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$44.5M
3
DCM
3
DeGreen Capital Management
Arizona
$25.3M
4
JFG
4
JMG Financial Group
Illinois
$30M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
AA
1
Apriem Advisors
California
$0
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$260K
3
CWM
3
Cornerstone Wealth Management
Missouri
$465K
4
AWS
4
AJ Wealth Strategies
New York
$8.23M
5
KP
5
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ODCM
51
Old Dominion Capital Management
Virginia
$8.47M +$716K +44,811 +9%
SFG
52
Sage Financial Group
Pennsylvania
$8.45M +$132K +8,283 +2%
VNA
53
Valley National Advisers
Pennsylvania
$8.28M +$1.56M +97,821 +23%
TLP
54
Trinity Legacy Partners
Texas
$8.27M +$8.27M +517,602 New
FNC
55
First National Corp
Massachusetts
$8.25M +$8.25M +516,393 New
AWS
56
AJ Wealth Strategies
New York
$8.23M -$11.3M -706,623 -58%
FC
57
Financial Consulate
Maryland
$8.21M -$137K -8,550 -2%
MAM
58
Marquette Asset Management
Minnesota
$7.81M -$57.5K -3,600 -0.7%
SWRP
59
Summit Wealth & Retirement Planning
California
$7.77M +$7.77M +486,378 New
WTC
60
WhitTier Trust Company
Nevada
$7.74M +$7.65M +478,599 +7,855%
TSWM
61
Triangle Securities Wealth Management
North Carolina
$7.74M +$336K +21,054 +5%
SJIM
62
St. Johns Investment Management
Florida
$7.72M +$96.9K +6,063 +1%
IWMA
63
Ironwood Wealth Management (Arizona)
Arizona
$7.68M +$175K +10,971 +2%
FPCG
64
Fort Pitt Capital Group
Pennsylvania
$7.55M +$7.55M +472,344 New
CFMC
65
Curbstone Financial Management Corp
New Hampshire
$7.13M -$35K -2,190 -0.5%
HFS
66
HL Financial Services
Kentucky
$6.83M +$4.09M +256,044 +150%
PEA
67
Pacific Edge Advisors
California
$6.8M -$1.84M -114,915 -21%
BA
68
Bristlecone Advisors
Washington
$6.7M +$121K +7,575 +2%
AWM
69
Apollon Wealth Management
South Carolina
$6.66M +$6.66M +375,291 New
RRC
70
Relaxing Retirement Coach
Massachusetts
$6.65M +$682K +42,684 +11%
AWA
71
Acorn Wealth Advisors
Michigan
$6.56M +$94.2K +5,625 +1%
PFM
72
Parsec Financial Management
North Carolina
$6.55M +$103K +6,459 +2%
BSB
73
Bangor Savings Bank
Maine
$6.47M +$965K +60,414 +18%
AAIM
74
Asset Advisors Investment Management
Georgia
$6.42M -$226K -14,130 -3%
MCIA
75
Mountain Capital Investment Advisors
Colorado
$6.12M +$8.05K +504 +0.1%
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