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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.

New
Increased
Maintained
Reduced
Closed
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 %
MAM
76
Marquette Asset Management
Minnesota
$9.15M -$161K -8,442 -2%
AAIM
77
Asset Advisors Investment Management
Georgia
$9.07M +$1.14M +59,868 +14%
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$8.94M +$160K +8,400 +2%
MFGP
79
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.88M +$1.41M +74,004 +19%
BSB
80
Bangor Savings Bank
Maine
$8.33M +$397K +20,853 +5%
BA
81
Bristlecone Advisors
Washington
$8.28M +$154K +8,109 +2%
EGWAG
82
Elwood & Goetz Wealth Advisory Group
Georgia
$8.27M +$380K +19,968 +5%
LIM
83
Lathrop Investment Management
Arkansas
$7.93M -$2.4K -126 -0%
AA
84
Advisory Alpha
Michigan
$7.92M +$214K +11,190 +3%
MCIA
85
Mountain Capital Investment Advisors
Colorado
$7.8M +$692K +37,110 +10%
NCM
86
Northwest Capital Management
Oregon
$7.76M -$25.2K -1,326 -0.3%
WMG
87
WESCAP Management Group
California
$7.6M +$118K +6,201 +2%
MWM
88
MinichMacGregor Wealth Management
New York
$7.56M +$580K +30,300 +8%
RRC
89
Relaxing Retirement Coach
Massachusetts
$7.51M -$179K -9,408 -2%
AMG
90
Asset Management Group
Connecticut
$7.49M +$116K +6,099 +2%
AWMG
91
Alliance Wealth Management Group
New Jersey
$7.32M +$113K +5,916 +2%
PEA
92
Pacific Edge Advisors
California
$7.32M -$131K -6,870 -2%
TCM
93
Towercrest Capital Management
Pennsylvania
$7.32M +$113K +5,916 +2%
LCM
94
Leisure Capital Management
California
$7.27M -$162K -8,496 -2%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$7.25M +$7.25M +380,781 New
ECM
96
Exchange Capital Management
Michigan
$7.1M +$84.7K +4,452 +1%
TCM
97
Tradewinds Capital Management
Washington
$7.05M +$298K +15,642 +4%
PFM
98
Peak Financial Management
Massachusetts
$6.9M +$282K +14,826 +4%
JIC
99
Johnson Investment Counsel
Ohio
$6.89M -$25.9K -1,359 -0.4%
BCA
100
Biltmore Capital Advisors
New Jersey
$6.82M +$111K +5,823 +2%
2 3
4
5 6