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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 %
FLPIM
101
F.L. Putnam Investment Management
Massachusetts
$6.69M 362,079 +32,421 +10%
UWM
102
USAdvisors Wealth Management
Minnesota
$6.65M 360,252 +8,922 +3%
TCM
103
Tradewinds Capital Management
Washington
$6.55M 354,945 -10,041 -3%
IDA
104
Intelligence Driven Advisers
California
$6.53M 353,526 -29,424 -8%
BCA
105
Biltmore Capital Advisors
New Jersey
$6.51M 352,485 +352,485 New
PFM
106
Peak Financial Management
Massachusetts
$6.42M 347,523 +326,163 +1,527%
CFIA
107
Cantor Fitzgerald Investment Advisors
New York
$6.38M 345,522 +37,179 +12%
PAI
108
Pittenger & Anderson Inc
Nebraska
$6.14M 332,679 +28,851 +9%
EVM
109
Eaton Vance Management
Massachusetts
$6.11M 330,756 -10,725 -3%
NDSI
110
Newman Dignan & Sheerar Inc
Rhode Island
$5.87M 317,706 +627 +0.2%
RWA
111
Redhawk Wealth Advisors
Minnesota
$5.68M 307,788 +1,281 +0.4%
IWS
112
Insight Wealth Strategies
California
$5.42M 293,523 +8,604 +3%
BDF
113
Black Diamond Financial
Maryland
$5.34M 289,212 -36,318 -11%
AWM
114
Avior Wealth Management
Nebraska
$5.3M 287,298 +9,819 +4%
CMP
115
Courage Miller Partners
Virginia
$5.24M 283,773 -2,271 -0.8%
MAS
116
Madden Advisory Services
Florida
$5.18M 280,314 +2,973 +1%
CCM
117
Colorado Capital Management
Colorado
$5.16M 279,702 +35,919 +15%
MWM
118
Merriman Wealth Management
Washington
$5.16M 279,693 +279,693 New
RCA
119
Reitz Capital Advisors
Michigan
$5.09M 275,646 -42,639 -13%
FI
120
FormulaFolio Investments
Michigan
$4.78M 258,861 +16,140 +7%
KBFS
121
Kohmann Bosshard Financial Services
Ohio
$4.69M 254,142 +12,921 +5%
KF
122
Krilogy Financial
Missouri
$4.6M 248,919 +16,176 +7%
CCA
123
Clearwater Capital Advisors
Illinois
$4.57M 247,551 +89,412 +57%
FPCG
124
Fort Pitt Capital Group
Pennsylvania
$4.52M 244,746 -227,598 -48%
PA
125
Planning Alternatives
Michigan
$4.44M 240,201 -69,828 -23%
3 4
5
6 7