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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.

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
1
Financial Engines Advisors
California
$98.2M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$44.5M
3
DCM
3
DeGreen Capital Management
Arizona
$25.3M
4
MF
4
Manchester Financial
California
$21M
5
JFG
5
JMG Financial Group
Illinois
$30M

Top Sellers

1
AA
1
Apriem Advisors
California
$0
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$260K
3
CWM
3
Cornerstone Wealth Management
Missouri
$465K
4
AWS
4
AJ Wealth Strategies
New York
$8.23M
5
KP
5
Keel Point
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$98.2M 2,083,336 +1,037,777 +99%
SWM
2
SVA Wealth Management
Wisconsin
$76.8M 1,602,986 +55,506 +4%
AB
3
AT Bancorp
Iowa
$57.8M 1,206,371 -4,145 -0.3%
HSA
4
HBK Sorce Advisory
Pennsylvania
$45.4M 946,956 -22,359 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.5M 928,232 +543,318 +141%
Ameriprise
6
Ameriprise
Minnesota
$44.4M 925,371 +110,510 +14%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$40.7M 849,829 +4,693 +0.6%
BJ
8
Brouwer & Janachowski
California
$34.3M 715,559 +295 +0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$32.2M 672,542 +184,167 +38%
BBA
10
BLB&B Advisors
Pennsylvania
$30M 626,532 +133,282 +27%
JFG
11
JMG Financial Group
Illinois
$30M 626,386 +326,811 +109%
UBS Group
12
UBS Group
Switzerland
$26.4M 550,063 +83,434 +18%
DCM
13
DeGreen Capital Management
Arizona
$25.3M 52,775 +52,775 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$23.5M 491,138 -37,114 -7%
SHJ
15
Sharkey, Howes & Javer
Colorado
$23.2M 484,978 -143,973 -23%
Morgan Stanley
16
Morgan Stanley
New York
$22.1M 460,988 -1,269 -0.3%
OIA
17
OneDigital Investment Advisors
Kansas
$21.8M 455,758 -24,730 -5%
MF
18
Manchester Financial
California
$21M 438,430 +438,430 New
NFG
19
Nadler Financial Group
Illinois
$21M 437,929 +3,320 +0.8%
HighTower Advisors
20
HighTower Advisors
Illinois
$20.1M 420,104 +245,190 +140%
PMG
21
ProVise Management Group
Florida
$20.1M 418,869 -12,432 -3%
RWM
22
RKL Wealth Management
Pennsylvania
$19.1M 398,736 +29,277 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$18.2M 379,462 +24,910 +7%
UCFA
24
United Capital Financial Advisors
Texas
$15.1M 315,563 -9,229 -3%
LPL Financial
25
LPL Financial
California
$14.3M 299,041 +16,550 +6%
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