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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
+$41.3M
3
SWA
SFMG Wealth Advisors
Texas
+$34.6M
4
FIM
Frontier Investment Management
Texas
+$32M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$26.7M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
-$18.2M
2
Ameriprise
Ameriprise
Minnesota
-$15.6M
3
PFG
Pacific Financial Group
Washington
-$13.3M
4
JFG
JMG Financial Group
Illinois
-$8.05M
5
AB
AT Bancorp
Iowa
-$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
151
Aspiriant LLC
California
$3.01M -$763K -41,313 -20%
CCM
152
Condor Capital Management
New Jersey
$2.98M -$9.08K -492 -0.3%
BAMG
153
Brand Asset Management Group
Missouri
$2.98M +$213K +11,514 +8%
BC
154
Brio Consultants
California
$2.97M +$1.54M +83,529 +108%
AFG
155
Albion Financial Group
Utah
$2.97M +$6.54K +354 +0.2%
FHB
156
First Hawaiian Bank
Hawaii
$2.87M – – –
HB
157
Homrich & Berg
Georgia
$2.84M +$434K +23,526 +18%
CA
158
Capital Advantage
California
$2.82M +$110K +5,949 +4%
BBPWM
159
Blue Bell Private Wealth Management
Pennsylvania
$2.81M +$51.7K +2,799 +2%
EFS
160
Econ Financial Services
Pennsylvania
$2.78M -$671K -36,318 -19%
PFT
161
Providence First Trust
Arizona
$2.76M -$44.4K -2,403 -2%
PCMC
162
Private Capital Management (Colorado)
Colorado
$2.74M -$32.1K -1,737 -1%
PWA
163
Providence Wealth Advisors
Illinois
$2.73M +$155K +8,328 +6%
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$2.73M +$50.5K +2,733 +2%
FANJ
165
Financial Architects (New Jersey)
New Jersey
$2.72M +$462K +25,014 +20%
SIA
166
Starfire Investment Advisers
Michigan
$2.69M +$25.3K +1,371 +1%
LYV
167
Live Your Vision
Pennsylvania
$2.68M +$174K +9,123 +7%
MWA
168
MFA Wealth Advisors
Pennsylvania
$2.61M +$2.61M +141,087 New
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$2.59M +$2.59M +140,400 New
SCP
170
Shorepoint Capital Partners
Massachusetts
$2.58M +$2.58M +139,791 New
JWA
171
JFS Wealth Advisors
Pennsylvania
$2.56M +$33.2K +1,800 +1%
AFS
172
Access Financial Services
Minnesota
$2.54M -$476K -25,794 -16%
FC
173
Forte Capital
New York
$2.5M +$82.7K +4,479 +3%
RWA
174
River Wealth Advisors
Pennsylvania
$2.47M -$72.5K -3,927 -3%
SWM
175
Stockman Wealth Management
Montana
$2.46M -$68.6K -3,717 -3%
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