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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 %
AG
176
Advisor Group
Arizona
$2.54M +$47K +2,469 +2%
AOWM
177
Alpha Omega Wealth Management
Virginia
$2.53M +$22.6K +1,185 +0.9%
AFS
178
Access Financial Services
Minnesota
$2.51M -$110K -5,805 -4%
SCP
179
Shorepoint Capital Partners
Massachusetts
$2.45M -$216K -11,328 -8%
SFA
180
Sequoia Financial Advisors
Ohio
$2.4M +$46.6K +2,451 +2%
BL
181
Balentine LLC
Georgia
$2.4M – – –
MCM
182
MAI Capital Management
Ohio
$2.39M +$2.39M +125,340 New
ACM
183
AlphaStar Capital Management
North Carolina
$2.37M -$474K -24,933 -17%
BW
184
Bison Wealth
Georgia
$2.33M +$135K +7,107 +6%
SWM
185
Stockman Wealth Management
Montana
$2.32M -$215K -11,274 -8%
Goldman Sachs
186
Goldman Sachs
New York
$2.28M -$42.6M -2,236,887 -95%
IF
187
Ironwood Financial
Arizona
$2.28M +$99.6K +5,235 +5%
BPA
188
Beacon Pointe Advisors
California
$2.28M +$598K +31,428 +35%
WIC
189
Whitegate Investment Counselors
New Hampshire
$2.27M +$31.3K +1,644 +1%
JPLA
190
Joseph P. Lucia & Associates
New York
$2.26M -$112M -5,898,639 -98%
AA
191
Alesco Advisors
New York
$2.24M -$34.9K -1,833 -2%
ACM
192
Armbruster Capital Management
New York
$2.22M -$628 -33 -0%
BC
193
Barnett & Company
Tennessee
$2.22M -$255K -13,416 -10%
SWM
194
SeaCrest Wealth Management
New York
$2.19M -$171 -9 -0%
HI
195
Hudock Inc
Pennsylvania
$2.16M +$1.22M +63,930 +130%
MCM
196
Mengis Capital Management
Oregon
$2.14M +$120K +6,312 +6%
EWM
197
Evermay Wealth Management
Virginia
$2.13M -$38.3K -2,010 -2%
WC
198
Westwind Capital
New Mexico
$2.11M -$159K -8,349 -7%
CHA
199
Carmichael Hill & Associates
Maryland
$2.09M +$54.8K +2,880 +3%
HA
200
Harfst & Associates
Wyoming
$2.09M -$128K -6,744 -6%
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