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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
+$48.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$26M
3
DCM
DeGreen Capital Management
Arizona
+$25.3M
4
JFG
JMG Financial Group
Illinois
+$15.7M
5
HighTower Advisors
HighTower Advisors
Illinois
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$20.4M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$13.4M
3
CWM
Cornerstone Wealth Management
Missouri
-$12.8M
4
AWS
AJ Wealth Strategies
New York
-$11.3M
5
KP
Keel Point
Alabama
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
176
Financial Architects (New Jersey)
New Jersey
$1.96M +$163K +10,200 +9%
CWS
177
Cypress Wealth Services
California
$1.95M +$995K +62,265 +105%
Goldman Sachs
178
Goldman Sachs
New York
$1.92M -$3.64K -228 -0.2%
AOWM
179
Alpha Omega Wealth Management
Virginia
$1.9M +$7.81K +489 +0.4%
EWM
180
Evermay Wealth Management
Virginia
$1.89M +$1.89M +118,104 New
HA
181
Harfst & Associates
Wyoming
$1.88M -$365K -22,836 -16%
ACM
182
Armbruster Capital Management
New York
$1.84M +$873K +54,627 +90%
WIC
183
Whitegate Investment Counselors
New Hampshire
$1.84M +$262K +16,374 +17%
SWM
184
SeaCrest Wealth Management
New York
$1.82M -$61.2K -3,831 -3%
SFA
185
Sequoia Financial Advisors
Ohio
$1.78M +$25.8K +1,617 +1%
IF
186
Ironwood Financial
Arizona
$1.77M +$239K +14,949 +16%
CHA
187
Carmichael Hill & Associates
Maryland
$1.73M -$55.4K -3,468 -3%
RC
188
Roundview Capital
New Jersey
$1.72M -$83.9K -5,253 -5%
BIA
189
Bigelow Investment Advisors
Maine
$1.65M +$14.4K +900 +0.9%
NCM
190
Next Capital Management
New York
$1.64M +$1.64M +102,930 New
BW
191
Bison Wealth
Georgia
$1.64M +$225K +14,103 +16%
KWM
192
Kingsview Wealth Management
Oregon
$1.64M +$6.95K +435 +0.4%
FBB
193
Fulton Breakefield Broenniman
Maryland
$1.64M +$40.4K +2,526 +3%
MCM
194
Mengis Capital Management
Oregon
$1.62M +$32.1K +2,010 +2%
SPIA
195
Steward Partners Investment Advisory
New York
$1.62M +$514K +32,187 +47%
PWMG
196
Prestige Wealth Management Group
New Jersey
$1.57M +$1.57M +98,040 New
LCC
197
Lincoln Capital Corp
Rhode Island
$1.57M +$46.1K +2,886 +3%
SDWMA
198
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.5M +$915K +57,255 +157%
ASN
199
Advisory Services Network
Georgia
$1.49M +$458K +28,668 +44%
BPA
200
Beacon Pointe Advisors
California
$1.48M +$1.48M +92,511 New
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