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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 %
BAMG
151
Brand Asset Management Group
Missouri
$2.39M +$1.64M +102,537 +217%
BBPWM
152
Blue Bell Private Wealth Management
Pennsylvania
$2.39M +$152K +9,513 +7%
LBC
153
Lowe Brockenbrough & Co
Virginia
$2.39M +$984K +61,590 +70%
CA
154
Capital Advantage
California
$2.35M +$428K +26,787 +22%
BC
155
Barnett & Company
Tennessee
$2.33M -$98.5K -6,168 -4%
WSTAM
156
Wilbanks Smith & Thomas Asset Management
Virginia
$2.32M -$36.4K -2,277 -2%
SIA
157
Starfire Investment Advisers
Michigan
$2.3M +$700K +43,839 +44%
MIAN
158
Mariner Independent Advisor Network
Kansas
$2.28M +$105K +6,261 +5%
AG
159
Advisor Group
Arizona
$2.27M +$9.88K +618 +0.4%
LYV
160
Live Your Vision
Pennsylvania
$2.22M +$1.23M +72,780 +125%
RWA
161
River Wealth Advisors
Pennsylvania
$2.2M -$75.1K -4,704 -3%
PWA
162
Providence Wealth Advisors
Illinois
$2.19M -$31.5K -1,989 -1%
SWM
163
Stockman Wealth Management
Montana
$2.19M +$10.5K +657 +0.5%
JWA
164
JFS Wealth Advisors
Pennsylvania
$2.18M +$1.77M +110,643 +425%
BC
165
Burleson & Co
California
$2.17M +$247K +13,407 +13%
WC
166
Westwind Capital
New Mexico
$2.16M -$185K -11,604 -8%
MWM
167
MorganRosel Wealth Management
Colorado
$2.14M +$2.14M +134,160 New
FC
168
Forte Capital
New York
$2.1M +$84.7K +5,304 +4%
HB
169
Homrich & Berg
Georgia
$2.08M +$2.08M +130,347 New
AA
170
Alesco Advisors
New York
$2.08M +$677K +42,369 +48%
CWM
171
Chesapeake Wealth Management
Virginia
$2.03M +$61.3K +3,840 +3%
TA
172
TMD & Associates
Arizona
$2.03M +$2.03M +126,765 New
BL
173
Balentine LLC
Georgia
$2.01M +$2.01M +126,000 New
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$2.01M +$2.01M +125,784 New
FA
175
Fagan Associates
New York
$1.97M +$14.1K +882 +0.7%
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