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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
Financial Engines Advisors
California
$98.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44.5M
3
DCM
DeGreen Capital Management
Arizona
$25.3M
4
JFG
JMG Financial Group
Illinois
$30M
5
HighTower Advisors
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
AA
Apriem Advisors
California
$0
2
PRS
Pinkerton Retirement Specialists
Idaho
$260K
3
CWM
Cornerstone Wealth Management
Missouri
$465K
4
AWS
AJ Wealth Strategies
New York
$8.23M
5
KP
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
126
One Capital Management
California
$3.12M +$15.1K +948 +0.5%
Mariner
127
Mariner
Kansas
$3.1M +$2.07M +129,354 +200%
DC
128
Davenport & Co
Virginia
$3.09M +$462K +28,899 +18%
SFS
129
Sowell Financial Services
Arkansas
$3.05M +$3.05M +190,635 New
GCA
130
Gradient Capital Advisors
California
$3.04M +$240K +15,036 +9%
EFS
131
Econ Financial Services
Pennsylvania
$2.98M +$2.98M +186,777 New
PAG
132
Pinnacle Advisory Group
Maryland
$2.87M +$175K +10,932 +6%
JWS
133
Juncture Wealth Strategies
Arizona
$2.86M +$1.34M +84,033 +89%
SAM
134
Smithbridge Asset Management
Pennsylvania
$2.84M +$71.1K +4,449 +3%
APSP
135
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.81M -$22K -1,377 -0.8%
BP
136
Broadleaf Partners
Ohio
$2.8M +$77.9K +4,875 +3%
FWP
137
FAS Wealth Partners
Kansas
$2.79M -$43.3K -2,709 -2%
AFS
138
Access Financial Services
Minnesota
$2.61M -$760K -47,580 -23%
CCM
139
Condor Capital Management
New Jersey
$2.59M +$40.2K +2,514 +2%
AFG
140
Albion Financial Group
Utah
$2.57M -$63.4K -3,969 -2%
CCA
141
Clearwater Capital Advisors
Illinois
$2.53M +$824K +51,591 +48%
IAS
142
IMA Advisory Services
Colorado
$2.52M +$1.1M +68,709 +77%
WP
143
WealthSource Partners
California
$2.51M +$41.6K +2,604 +2%
FHB
144
First Hawaiian Bank
Hawaii
$2.48M +$14.5K +909 +0.6%
WT
145
Whittier Trust
California
$2.46M +$2.46M +154,050 New
PFT
146
Providence First Trust
Arizona
$2.43M +$83.5K +5,226 +4%
AIM
147
Anchor Investment Management
South Carolina
$2.42M -$620K -38,826 -20%
BC
148
Bartlett & Co
Ohio
$2.4M +$1.42M +88,794 +145%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$2.4M +$1.42M +88,794 +145%
PCMC
150
Private Capital Management (Colorado)
Colorado
$2.4M +$2.4M +149,937 New
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