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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TLP
51
Trinity Legacy Partners
Texas
$12.4M 672,411 +154,809 +30%
CWM
52
Campbell Wealth Management
Virginia
$12.3M 665,961 +49,560 +8%
CCM
53
CWH Capital Management
Washington
$12M 649,344 +18,150 +3%
Creative Planning
54
Creative Planning
Kansas
$11.9M 646,140 +52,620 +9%
OFG
55
Omega Financial Group
California
$11.7M 635,955 -6,858 -1%
MAG
56
Mokosak Advisory Group
Iowa
$11.4M 617,157 +12,543 +2%
ODCM
57
Old Dominion Capital Management
Virginia
$11M 572,964 +42,777 +8%
TYCC
58
Texas Yale Capital Corp
Florida
$11M 593,430 +299,889 +102%
MI
59
Moneywise Inc
Virginia
$10.9M 620,655 -19,179 -3%
BWM
60
BerganKDV Wealth Management
Minnesota
$10.8M 583,263 -87,615 -13%
SFG
61
Sage Financial Group
Pennsylvania
$10.1M 545,421 +16,755 +3%
FNC
62
First National Corp
Massachusetts
$10M 543,318 +26,925 +5%
Jane Street
63
Jane Street
New York
$9.99M 541,029 +340,662 +170%
VNA
64
Valley National Advisers
Pennsylvania
$9.63M 521,634 +3,468 +0.7%
WTC
65
WhitTier Trust Company
Nevada
$9.55M 517,491 +32,799 +7%
AWS
66
AJ Wealth Strategies
New York
$9.53M 516,288 +1,326 +0.3%
SJIM
67
St. Johns Investment Management
Florida
$9.43M 510,558 +27,300 +6%
TSWM
68
Triangle Securities Wealth Management
North Carolina
$9.4M 509,229 +24,699 +5%
PIMG
69
Patriot Investment Management Group
Tennessee
$9.18M 497,415 +497,415 New
MAM
70
Marquette Asset Management
Minnesota
$9.04M 489,447 +732 +0.1%
IWMA
71
Ironwood Wealth Management (Arizona)
Arizona
$9M 487,182 +6,588 +1%
SWRP
72
Summit Wealth & Retirement Planning
California
$8.96M 485,166 -1,212 -0.2%
PFM
73
Parsec Financial Management
North Carolina
$8.83M 478,065 +67,830 +17%
SHJ
74
Sharkey, Howes & Javer
Colorado
$8.66M 469,182 -985,752 -68%
KP
75
Keel Point
Alabama
$8.65M 468,312 +468,312 New
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3
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