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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 %
EVM
101
Eaton Vance Management
Massachusetts
$6.55M +$255K +13,377 +4%
PAI
102
Pittenger & Anderson Inc
Nebraska
$6.51M +$182K +9,567 +3%
IDA
103
Intelligence Driven Advisers
California
$6M -$728K -38,256 -11%
RWA
104
Redhawk Wealth Advisors
Minnesota
$5.91M +$49K +2,577 +0.8%
CCA
105
Clearwater Capital Advisors
Illinois
$5.85M +$1.14M +60,027 +24%
BDF
106
Black Diamond Financial
Maryland
$5.7M +$196K +10,326 +4%
TYCC
107
Texas Yale Capital Corp
Florida
$5.67M -$5.63M -295,677 -50%
AWM
108
Avior Wealth Management
Nebraska
$5.66M +$189K +9,954 +3%
CMP
109
Courage Miller Partners
Virginia
$5.52M +$116K +6,096 +2%
KBFS
110
Kohmann Bosshard Financial Services
Ohio
$5.51M +$674K +35,439 +14%
FLPIM
111
F.L. Putnam Investment Management
Massachusetts
$5.33M -$1.56M -81,882 -23%
CFIA
112
Cantor Fitzgerald Investment Advisors
New York
$5.33M -$1.25M -65,472 -19%
FI
113
FormulaFolio Investments
Michigan
$5.32M +$389K +20,463 +8%
DC
114
Davenport & Co
Virginia
$5.26M +$809K +42,525 +18%
CCM
115
Colorado Capital Management
Colorado
$5.23M -$88.3K -4,638 -2%
AIM
116
Anchor Investment Management
South Carolina
$5.02M +$1.59M +83,646 +46%
MA
117
MCF Advisors
Kentucky
$4.98M -$2.29M -120,102 -31%
KF
118
Krilogy Financial
Missouri
$4.94M +$200K +10,491 +4%
RCA
119
Reitz Capital Advisors
Michigan
$4.83M -$416K -21,864 -8%
PCIA
120
Prime Capital Investment Advisors
Kansas
$4.58M +$2.99M +156,915 +187%
PA
121
Planning Alternatives
Michigan
$4.42M -$147K -7,707 -3%
AWA
122
Acorn Wealth Advisors
Michigan
$4.39M -$2.18M -116,415 -33%
LBC
123
Lowe Brockenbrough & Co
Virginia
$4.38M +$679K +35,655 +18%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$4.2M +$805K +42,075 +24%
MAS
125
Madden Advisory Services
Florida
$4.11M -$1.23M -64,401 -23%
3 4
5
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