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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
First Mercantile Trust
Tennessee
+$48.6M
2
OIA
OneDigital Investment Advisors
Kansas
+$33.4M
3
Morgan Stanley
Morgan Stanley
New York
+$29.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.1M
5
SIC
Salem Investment Counselors
North Carolina
+$13.8M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$112M
2
Goldman Sachs
Goldman Sachs
New York
-$42.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.5M
4
FMP
Financial Management Professionals
Texas
-$18.1M
5
KP
Keel Point
Alabama
-$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Berkshire Asset Management
Pennsylvania
$3.98M +$136K +7,155 +4%
LFAS
127
Level Four Advisory Services
Texas
$3.93M -$294K -15,453 -7%
PAG
128
Private Advisor Group
New Jersey
$3.91M +$363K +19,095 +10%
CFA
129
Cahill Financial Advisors
Minnesota
$3.89M +$66.2K +3,477 +2%
NWS
130
Newport Wealth Strategies
California
$3.85M +$27.2K +1,419 +0.7%
EFS
131
Econ Financial Services
Pennsylvania
$3.81M +$944K +49,617 +33%
VBFG
132
Vishria Bird Financial Group
Tennessee
$3.76M +$63.5K +3,339 +2%
Jane Street
133
Jane Street
New York
$3.73M -$6.56M -344,865 -64%
APSP
134
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.67M +$118K +6,207 +3%
NSAM
135
North Star Asset Management
Wisconsin
$3.64M +$2.93M +154,068 +414%
BP
136
Broadleaf Partners
Ohio
$3.62M +$228K +11,958 +7%
SAM
137
Smithbridge Asset Management
Pennsylvania
$3.57M +$137K +7,200 +4%
OCM
138
One Capital Management
California
$3.57M +$142K +7,482 +4%
GCA
139
Gradient Capital Advisors
California
$3.56M +$63.3K +3,327 +2%
FWP
140
FAS Wealth Partners
Kansas
$3.51M +$91.4K +4,803 +3%
QAM
141
QCI Asset Management
New York
$3.5M -$777K -40,824 -18%
IAS
142
IMA Advisory Services
Colorado
$3.48M +$318K +16,686 +10%
SBA
143
Secrest Blakey & Associates
North Carolina
$3.47M +$86.8K +4,545 +3%
SFWC
144
Strategic Family Wealth Counselors
New Jersey
$3.4M +$98.7K +5,184 +3%
ASN
145
Advisory Services Network
Georgia
$3.35M +$1.4M +73,509 +72%
PAG
146
Pinnacle Advisory Group
Maryland
$3.33M -$122K -6,435 -4%
APA
147
American Portfolios Advisors
New York
$3.33M +$182K +9,588 +6%
FTS
148
Fifth Third Securities
Ohio
$3.32M +$3.32M +173,709 New
DCM
149
DeGreen Capital Management
Arizona
$3.27M -$866K -45,483 -21%
BC
150
Burleson & Co
California
$3.14M -$109K -5,748 -3%
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