SCHM icon

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
+$41.3M
3
SWA
SFMG Wealth Advisors
Texas
+$34.6M
4
FIM
Frontier Investment Management
Texas
+$32M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$26.7M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
-$18.2M
2
Ameriprise
Ameriprise
Minnesota
-$15.6M
3
PFG
Pacific Financial Group
Washington
-$13.3M
4
JFG
JMG Financial Group
Illinois
-$8.05M
5
AB
AT Bancorp
Iowa
-$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
201
Carmichael Hill & Associates
Maryland
$1.98M -$24.3K -1,314 -1%
MCM
202
Mengis Capital Management
Oregon
$1.96M +$93.6K +5,073 +5%
CWS
203
Cypress Wealth Services
California
$1.92M -$331K -17,904 -15%
B
204
Brightworth
Georgia
$1.91M +$259K +14,052 +16%
TFS
205
Thoroughbred Financial Services
Tennessee
$1.91M +$1.91M +103,596 New
ASN
206
Advisory Services Network
Georgia
$1.89M +$168K +9,078 +10%
LCC
207
Lincoln Capital Corp
Rhode Island
$1.81M +$4.43K +240 +0.2%
BIA
208
Bigelow Investment Advisors
Maine
$1.78M -$131K -7,119 -7%
TA
209
TMD & Associates
Arizona
$1.77M -$569K -30,825 -24%
SPIA
210
Steward Partners Investment Advisory
New York
$1.76M -$112K -6,084 -6%
DW
211
Domani Wealth
Pennsylvania
$1.75M +$216K +11,697 +14%
CA
212
Cetera Advisors
Colorado
$1.72M +$208K +11,220 +14%
FBB
213
Fulton Breakefield Broenniman
Maryland
$1.69M -$205K -11,091 -11%
WF
214
WealthTrust Fairport
Ohio
$1.68M +$60.4K +3,270 +4%
KIA
215
KCM Investment Advisors
California
$1.65M -$10.6K -576 -0.6%
PWSG
216
Pacific Wealth Strategies Group
California
$1.65M +$4.6K +249 +0.3%
BCWM
217
Bartlett & Co Wealth Management
Ohio
$1.64M -$1.13M -61,446 -41%
BC
218
Bartlett & Co
Ohio
$1.64M -$1.13M -61,446 -41%
KWM
219
Kingsview Wealth Management
Oregon
$1.64M -$262K -14,175 -14%
BPA
220
Beacon Pointe Advisors
California
$1.63M -$72.8K -3,945 -4%
PWMG
221
Prestige Wealth Management Group
New Jersey
$1.62M -$186K -10,098 -10%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$1.6M +$219K +11,877 +16%
TW
223
Transform Wealth
Colorado
$1.58M -$115K -6,243 -7%
UBS AM
224
UBS AM
Illinois
$1.57M -$33.7K -1,827 -2%
PCIA
225
Prime Capital Investment Advisors
Kansas
$1.55M +$1.55M +83,982 New
7 8
9
10 11