SCHM icon

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
$61M
3
Morgan Stanley
Morgan Stanley
New York
$50.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$37.4M
5
SIC
Salem Investment Counselors
North Carolina
$13.8M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$2.26M
2
Goldman Sachs
Goldman Sachs
New York
$2.28M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$31.1M
4
FMP
Financial Management Professionals
Texas
$40M
5
KP
Keel Point
Alabama
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
151
TrustCore Financial Services
Tennessee
$3.07M +$2.55M +133,932 +487%
BC
152
Brio Consultants
California
$3.07M – – –
MGIA
153
Moneta Group Investment Advisors
Missouri
$3.02M +$1.92M +100,905 +174%
BAMG
154
Brand Asset Management Group
Missouri
$3.02M -$53.7K -2,820 -2%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$3M +$1.61M +84,429 +115%
AFG
156
Albion Financial Group
Utah
$3M -$67.3K -3,537 -2%
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$2.87M +$61.9K +3,252 +2%
KCPG
158
Kavar Capital Partners Group
Kansas
$2.86M +$379K +19,899 +15%
PFT
159
Providence First Trust
Arizona
$2.85M – – –
PWA
160
Providence Wealth Advisors
Illinois
$2.85M +$44.4K +2,325 +2%
AL
161
Aspiriant LLC
California
$2.83M -$284K -14,907 -9%
BBPWM
162
Blue Bell Private Wealth Management
Pennsylvania
$2.81M -$82.8K -4,353 -3%
RWA
163
River Wealth Advisors
Pennsylvania
$2.78M +$239K +12,555 +9%
PCMC
164
Private Capital Management (Colorado)
Colorado
$2.76M -$57.6K -3,024 -2%
HB
165
Homrich & Berg
Georgia
$2.76M -$169K -8,892 -6%
FHB
166
First Hawaiian Bank
Hawaii
$2.76M -$203K -10,677 -7%
SIA
167
Starfire Investment Advisers
Michigan
$2.73M -$37.9K -1,992 -1%
MIAN
168
Mariner Independent Advisor Network
Kansas
$2.72M +$430K +22,554 +19%
JWA
169
JFS Wealth Advisors
Pennsylvania
$2.72M +$80.5K +4,230 +3%
CWM
170
Chesapeake Wealth Management
Virginia
$2.71M +$265K +13,929 +11%
CCM
171
Condor Capital Management
New Jersey
$2.67M -$402K -21,153 -13%
FC
172
Forte Capital
New York
$2.66M +$80.4K +4,227 +3%
SDWMA
173
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.64M +$350K +18,408 +15%
EFSCE
174
Enterprise Financial Services Corp (EFSC)
Missouri
$2.56M -$112K -5,886 -4%
FA
175
Fagan Associates
New York
$2.56M +$110K +5,778 +4%
5 6
7
8 9