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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.

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

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.26M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.28M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$31.1M
4
FMP
4
Financial Management Professionals
Texas
$40M
5
KP
5
Keel Point
Alabama
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Campbell Wealth Management
Virginia
$13.7M +$1.03M +53,976 +8%
MFT
52
Moisand Fitzgerald Tamayo
Florida
$13.4M +$320K +16,794 +2%
DP
53
Denver PWM
Colorado
$13M +$344K +18,579 +3%
RRWA
54
Rainey & Randall Wealth Advisors
Florida
$12.9M +$12.9M +677,655 New
MI
55
Moneywise Inc
Virginia
$12.9M +$1.08M +56,526 +9%
IWS
56
Insight Wealth Strategies
California
$12.4M +$6.81M +357,816 +122%
OFG
57
Omega Financial Group
California
$12.2M +$106K +5,550 +0.9%
TLP
58
Trinity Legacy Partners
Texas
$11.9M -$640K -34,233 -5%
PFM
59
Parsec Financial Management
North Carolina
$11.9M +$2.82M +148,098 +31%
GAM
60
Gemmer Asset Management
California
$11.7M -$1.08M -56,736 -8%
MAG
61
Mokosak Advisory Group
Iowa
$11.7M -$75.1K -3,945 -0.6%
SFG
62
Sage Financial Group
Pennsylvania
$11.3M +$883K +46,425 +9%
BWM
63
BerganKDV Wealth Management
Minnesota
$11.2M +$133K +6,966 +1%
AWS
64
AJ Wealth Strategies
New York
$11M +$1.22M +64,206 +12%
ODCM
65
Old Dominion Capital Management
Virginia
$10.9M +$25.4K +1,335 +0.2%
FNC
66
First National Corp
Massachusetts
$10.9M +$570K +29,949 +6%
WTC
67
WhitTier Trust Company
Nevada
$10.6M +$776K +40,800 +8%
TSWM
68
Triangle Securities Wealth Management
North Carolina
$10.3M +$577K +30,123 +6%
SJIM
69
St. Johns Investment Management
Florida
$9.95M +$230K +12,099 +2%
VNA
70
Valley National Advisers
Pennsylvania
$9.94M +$13.6K +717 +0.1%
IWMA
71
Ironwood Wealth Management (Arizona)
Arizona
$9.82M +$544K +28,572 +6%
SHJ
72
Sharkey, Howes & Javer
Colorado
$9.32M +$387K +20,319 +4%
Bank of America
73
Bank of America
North Carolina
$9.22M +$1.03M +54,384 +13%
PIMG
74
Patriot Investment Management Group
Tennessee
$9.21M -$255K -13,392 -3%
SWRP
75
Summit Wealth & Retirement Planning
California
$9.19M -$47.2K -2,481 -0.5%
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