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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
$98.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44.5M
3
DCM
DeGreen Capital Management
Arizona
$25.3M
4
JFG
JMG Financial Group
Illinois
$30M
5
HighTower Advisors
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
AA
Apriem Advisors
California
$0
2
PRS
Pinkerton Retirement Specialists
Idaho
$260K
3
CWM
Cornerstone Wealth Management
Missouri
$465K
4
AWS
AJ Wealth Strategies
New York
$8.23M
5
KP
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
201
Transform Wealth
Colorado
$1.47M – – –
KIA
202
KCM Investment Advisors
California
$1.44M +$240 +15 +0%
B
203
Brightworth
Georgia
$1.43M -$275K -17,199 -16%
PWSG
204
Pacific Wealth Strategies Group
California
$1.42M +$156K +9,780 +12%
WF
205
WealthTrust Fairport
Ohio
$1.4M +$659K +41,238 +89%
YWP
206
YorkBridge Wealth Partners
New York
$1.39M +$1.39M +86,976 New
UBS AM
207
UBS AM
Illinois
$1.38M +$1.33M +83,403 +2,562%
OA
208
Opes Advisors
California
$1.38M -$62.9K -3,936 -4%
MA
209
MUFG Americas
New York
$1.36M +$708K +44,292 +108%
DW
210
Domani Wealth
Pennsylvania
$1.32M +$1.32M +82,866 New
CA
211
Cetera Advisors
Colorado
$1.31M +$1.54K +96 +0.1%
SIAS
212
Shine Investment Advisory Services
Colorado
$1.27M +$2.25K +141 +0.2%
AMM
213
American Money Management
California
$1.27M -$27.5K -1,719 -2%
KM
214
Kalos Management
Georgia
$1.26M +$1.26M +62,124 New
MWM
215
Meridian Wealth Management
Kentucky
$1.26M +$101K +6,348 +9%
FC
216
FCA Corp
Texas
$1.24M +$46.7K +2,925 +4%
BC
217
Brio Consultants
California
$1.24M +$1.24M +77,547 New
BAM
218
Belpointe Asset Management
Nevada
$1.2M +$204K +12,750 +20%
JPMPWA
219
J.P. Morgan Private Wealth Advisors
California
$1.2M +$891K +55,800 +290%
WPA
220
West Paces Advisors
Georgia
$1.2M +$1.2M +74,997 New
BFEC
221
Benjamin F. Edwards & Company
Missouri
$1.2M +$158K +9,912 +15%
FAG
222
Financial Advisory Group
Texas
$1.18M +$660K +41,340 +128%
SCA
223
Strategic Capital Advisers
Colorado
$1.17M -$7.95K -498 -0.7%
TRCT
224
Tower Research Capital (TRC)
New York
$1.16M +$901K +56,373 +353%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$1.11M -$353K -22,116 -24%
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