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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
+$33.4M
3
Morgan Stanley
Morgan Stanley
New York
+$29.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.1M
5
SIC
Salem Investment Counselors
North Carolina
+$13.8M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$112M
2
Goldman Sachs
Goldman Sachs
New York
-$42.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.5M
4
FMP
Financial Management Professionals
Texas
-$18.1M
5
KP
Keel Point
Alabama
-$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
201
Roundview Capital
New Jersey
$2.05M -$11.2K -591 -0.5%
JWS
202
Juncture Wealth Strategies
Arizona
$2.04M -$489K -25,716 -19%
B
203
Brightworth
Georgia
$2.03M +$54.2K +2,847 +3%
LWAC
204
Laurel Wealth Advisors (California)
California
$1.99M +$571K +30,012 +40%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$1.92M +$270K +14,193 +16%
WP
206
WealthSource Partners
California
$1.9M -$420K -22,062 -18%
LCC
207
Lincoln Capital Corp
Rhode Island
$1.89M +$19.1K +1,002 +1%
CWP
208
Capital Wealth Planning
Florida
$1.88M +$1.88M +98,979 New
SBL
209
Sargent Bickham Lagudis
Colorado
$1.87M +$959K +50,391 +106%
DW
210
Domani Wealth
Pennsylvania
$1.84M +$44.5K +2,340 +2%
SPIA
211
Steward Partners Investment Advisory
New York
$1.84M +$29.7K +1,563 +2%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$1.83M -$974K -51,213 -35%
TA
213
TMD & Associates
Arizona
$1.79M -$35.4K -1,860 -2%
CA
214
Cetera Advisors
Colorado
$1.78M +$8.06K +423 +0.5%
CWS
215
Cypress Wealth Services
California
$1.76M -$222K -11,658 -11%
UBS AM
216
UBS AM
Illinois
$1.73M +$116K +6,102 +7%
Stifel Financial
217
Stifel Financial
Missouri
$1.72M +$1.41M +74,034 +458%
PWSG
218
Pacific Wealth Strategies Group
California
$1.71M +$14.3K +750 +0.8%
FBB
219
Fulton Breakefield Broenniman
Maryland
$1.71M -$30.1K -1,581 -2%
KIA
220
KCM Investment Advisors
California
$1.7M – – –
PAMG
221
Patton Albertson Miller Group
Tennessee
$1.66M +$1.66M +88,587 New
BIA
222
Bigelow Investment Advisors
Maine
$1.64M -$190K -9,963 -10%
BCWM
223
Bartlett & Co Wealth Management
Ohio
$1.64M -$51.4K -2,694 -3%
BC
224
Bartlett & Co
Ohio
$1.63M -$51.3K -2,694 -3%
YWP
225
YorkBridge Wealth Partners
New York
$1.63M +$72K +3,783 +5%
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