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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 %
IDA
76
Intelligence Driven Advisers
California
$6.12M +$6.12M +382,950 New
EGWAG
77
Elwood & Goetz Wealth Advisory Group
Georgia
$6.1M +$6.1M +381,945 New
AMG
78
Asset Management Group
Connecticut
$6.04M +$302K +18,930 +5%
LCM
79
Leisure Capital Management
California
$6.04M -$74K -4,629 -1%
LIM
80
Lathrop Investment Management
Arkansas
$6.02M -$125K -7,833 -2%
LFAS
81
Level Four Advisory Services
Texas
$5.98M -$1.27M -79,350 -17%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$5.96M +$903K +56,433 +18%
WMG
83
WESCAP Management Group
California
$5.86M +$866K +54,183 +17%
TCM
84
Tradewinds Capital Management
Washington
$5.83M +$19K +1,188 +0.3%
MA
85
MCF Advisors
Kentucky
$5.76M +$2.28M +142,929 +66%
UWM
86
USAdvisors Wealth Management
Minnesota
$5.61M -$233K -14,556 -4%
RWA
87
Redhawk Wealth Advisors
Minnesota
$5.53M +$66.5K +3,684 +1%
ECM
88
Exchange Capital Management
Michigan
$5.51M +$312K +19,551 +6%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$5.5M +$3.54M +221,796 +181%
EVM
90
Eaton Vance Management
Massachusetts
$5.46M -$68.3K -4,275 -1%
TCM
91
Towercrest Capital Management
Pennsylvania
$5.42M -$48.2K -3,015 -0.9%
AWMG
92
Alliance Wealth Management Group
New Jersey
$5.42M -$48.2K -3,015 -0.9%
FLPIM
93
F.L. Putnam Investment Management
Massachusetts
$5.27M -$699K -43,743 -12%
RCA
94
Reitz Capital Advisors
Michigan
$5.09M +$5.09M +318,285 New
JIC
95
Johnson Investment Counsel
Ohio
$5.04M +$2.81M +176,724 +126%
BDF
96
Black Diamond Financial
Maryland
$4.99M +$4.99M +325,530 New
PA
97
Planning Alternatives
Michigan
$4.95M -$1.48M -92,364 -23%
CFIA
98
Cantor Fitzgerald Investment Advisors
New York
$4.93M +$3.83M +239,982 +351%
PAI
99
Pittenger & Anderson Inc
Nebraska
$4.85M +$692K +43,305 +17%
MFGP
100
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.81M +$4.81M +300,732 New
2 3
4
5 6