SCHM icon

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 %
CFMC
76
Curbstone Financial Management Corp
New Hampshire
$8.52M 461,190 +15,150 +3%
Bank of America
77
Bank of America
North Carolina
$7.94M 429,984 +189,522 +79%
BA
78
Bristlecone Advisors
Washington
$7.88M 426,744 +7,407 +2%
LIM
79
Lathrop Investment Management
Arkansas
$7.7M 417,039 +40,398 +11%
BSB
80
Bangor Savings Bank
Maine
$7.7M 416,817 +12,030 +3%
AAIM
81
Asset Advisors Investment Management
Georgia
$7.69M 416,730 +15,165 +4%
EGWAG
82
Elwood & Goetz Wealth Advisory Group
Georgia
$7.65M 414,324 +32,379 +8%
NCM
83
Northwest Capital Management
Oregon
$7.56M 409,185 -249,474 -38%
AA
84
Advisory Alpha
Michigan
$7.52M 403,626 +139,167 +53%
RRC
85
Relaxing Retirement Coach
Massachusetts
$7.46M 404,172 -12,381 -3%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$7.36M 397,863 +25,317 +7%
WMG
87
WESCAP Management Group
California
$7.26M 393,390 +26,607 +7%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$7.25M 392,688 +91,956 +31%
PEA
89
Pacific Edge Advisors
California
$7.23M 391,530 -34,215 -8%
LCM
90
Leisure Capital Management
California
$7.21M 390,621 +12,354 +3%
AMG
91
Asset Management Group
Connecticut
$7.15M 387,231 +8,949 +2%
MCIA
92
Mountain Capital Investment Advisors
Colorado
$7.05M 381,558 -1,653 -0.4%
MA
93
MCF Advisors
Kentucky
$7.05M 381,543 +21,084 +6%
HFS
94
HL Financial Services
Kentucky
$7.02M 380,130 -47,031 -11%
AWMG
95
Alliance Wealth Management Group
New Jersey
$6.99M 378,771 +39,336 +12%
TCM
96
Towercrest Capital Management
Pennsylvania
$6.99M 378,771 +39,336 +12%
MWM
97
MinichMacGregor Wealth Management
New York
$6.82M 364,701 +364,701 New
ECM
98
Exchange Capital Management
Michigan
$6.81M 368,823 +24,039 +7%
AWA
99
Acorn Wealth Advisors
Michigan
$6.7M 351,078 -40,437 -10%
JIC
100
Johnson Investment Counsel
Ohio
$6.69M 363,240 +46,695 +15%
2 3
4
5 6