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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
$43.5M
3
SWA
SFMG Wealth Advisors
Texas
$34.6M
4
FIM
Frontier Investment Management
Texas
$32M
5
PRS
Pinkerton Retirement Specialists
Idaho
$27M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
$8.66M
2
Ameriprise
Ameriprise
Minnesota
$35.6M
3
PFG
Pacific Financial Group
Washington
$0
4
JFG
JMG Financial Group
Illinois
$26.7M
5
AB
AT Bancorp
Iowa
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWS
176
Juncture Wealth Strategies
Arizona
$2.45M -$849K -45,984 -26%
AOWM
177
Alpha Omega Wealth Management
Virginia
$2.44M +$241K +13,041 +11%
GVAG
178
Great Valley Advisor Group
Delaware
$2.43M +$2.43M +161,748 New
AG
179
Advisor Group
Arizona
$2.42M -$199K -10,782 -8%
KCPG
180
Kavar Capital Partners Group
Kansas
$2.4M +$1.38M +74,475 +134%
BC
181
Barnett & Company
Tennessee
$2.4M -$292K -15,834 -11%
FA
182
Fagan Associates
New York
$2.38M +$96.2K +5,211 +4%
CWM
183
Chesapeake Wealth Management
Virginia
$2.37M +$32.4K +1,755 +1%
CWM
184
Cornerstone Wealth Management
Missouri
$2.37M +$86.1K +1,110 +4%
BL
185
Balentine LLC
Georgia
$2.33M – – –
SFA
186
Sequoia Financial Advisors
Ohio
$2.29M +$228K +12,342 +11%
ACM
187
AlphaStar Capital Management
North Carolina
$2.27M +$1.88M +123,738 +479%
WP
188
WealthSource Partners
California
$2.25M -$650K -35,190 -22%
MIAN
189
Mariner Independent Advisor Network
Kansas
$2.23M -$297K -15,993 -12%
SDWMA
190
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.22M +$492K +26,649 +28%
AA
191
Alesco Advisors
New York
$2.21M -$190K -10,299 -8%
WC
192
Westwind Capital
New Mexico
$2.2M -$294K -15,936 -12%
WIC
193
Whitegate Investment Counselors
New Hampshire
$2.17M +$49.3K +2,670 +2%
ACM
194
Armbruster Capital Management
New York
$2.15M +$21.9K +1,185 +1%
HA
195
Harfst & Associates
Wyoming
$2.15M -$24.3K -1,317 -1%
BW
196
Bison Wealth
Georgia
$2.13M +$233K +12,630 +12%
SWM
197
SeaCrest Wealth Management
New York
$2.13M +$26.4K +1,431 +1%
IF
198
Ironwood Financial
Arizona
$2.12M +$79.5K +4,308 +4%
EWM
199
Evermay Wealth Management
Virginia
$2.1M -$80.1K -4,338 -4%
RC
200
Roundview Capital
New Jersey
$2M +$7.64K +414 +0.4%
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