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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.

New
Increased
Maintained
Reduced
Closed
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
Financial Management Professionals
Texas
$56.4M
2
Goldman Sachs
Goldman Sachs
New York
$43.5M
3
SWA
SFMG Wealth Advisors
Texas
$34.6M
4
FIM
Frontier Investment Management
Texas
$32M
5
PRS
Pinkerton Retirement Specialists
Idaho
$27M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
$8.66M
2
Ameriprise
Ameriprise
Minnesota
$35.6M
3
PFG
Pacific Financial Group
Washington
$0
4
JFG
JMG Financial Group
Illinois
$26.7M
5
AB
AT Bancorp
Iowa
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$4.32M +$748K +40,536 +21%
QAM
127
QCI Asset Management
New York
$4.15M -$31.6K -1,713 -0.8%
LFAS
128
Level Four Advisory Services
Texas
$4.1M -$2.82M -152,598 -41%
DCM
129
DeGreen Capital Management
Arizona
$4.01M +$1.09M +59,082 +37%
NWS
130
Newport Wealth Strategies
California
$3.74M +$181K +9,648 +5%
BAM
131
Berkshire Asset Management
Pennsylvania
$3.73M -$1.31M -71,133 -26%
CFA
132
Cahill Financial Advisors
Minnesota
$3.71M -$497K -26,901 -12%
VBFG
133
Vishria Bird Financial Group
Tennessee
$3.59M -$47.1K -2,553 -1%
LBC
134
Lowe Brockenbrough & Co
Virginia
$3.59M +$830K +44,964 +30%
SFS
135
Sowell Financial Services
Arkansas
$3.53M +$10.2K +552 +0.3%
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.45M +$196K +10,620 +6%
PAG
137
Private Advisor Group
New Jersey
$3.44M -$239K -12,972 -7%
GCA
138
Gradient Capital Advisors
California
$3.4M -$118K -6,366 -3%
PAG
139
Pinnacle Advisory Group
Maryland
$3.35M +$38.1K +2,064 +1%
SAM
140
Smithbridge Asset Management
Pennsylvania
$3.34M +$56.3K +3,051 +2%
AIM
141
Anchor Investment Management
South Carolina
$3.33M +$529K +28,665 +19%
OCM
142
One Capital Management
California
$3.33M -$273K -14,784 -8%
FWP
143
FAS Wealth Partners
Kansas
$3.31M +$87.2K +4,722 +3%
BP
144
Broadleaf Partners
Ohio
$3.29M +$52.8K +2,859 +2%
BC
145
Burleson & Co
California
$3.29M +$1.03M +53,856 +46%
FVWA
146
Foster Victor Wealth Advisors
South Carolina
$3.27M +$3.27M +177,282 New
SBA
147
Secrest Blakey & Associates
North Carolina
$3.27M -$808K -43,788 -20%
SFWC
148
Strategic Family Wealth Counselors
New Jersey
$3.2M +$878K +47,574 +38%
IAS
149
IMA Advisory Services
Colorado
$3.07M +$164K +8,907 +6%
APA
150
American Portfolios Advisors
New York
$3.05M +$2.86M +155,019 +1,525%
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