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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.

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
1
Financial Management Professionals
Texas
$56.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$43.5M
3
SWA
3
SFMG Wealth Advisors
Texas
$34.6M
4
FIM
4
Frontier Investment Management
Texas
$32M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$27.2M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$8.66M
2
Ameriprise
2
Ameriprise
Minnesota
$35.6M
3
PFG
3
Pacific Financial Group
Washington
$0
4
JFG
4
JMG Financial Group
Illinois
$26.7M
5
AB
5
AT Bancorp
Iowa
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$137M 2,474,878 +391,542 +19%
SWM
2
SVA Wealth Management
Wisconsin
$89.4M 1,613,275 +10,289 +0.6%
AB
3
AT Bancorp
Iowa
$59.2M 1,068,029 -138,342 -11%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.2M 1,032,527 +104,295 +11%
FMP
5
Financial Management Professionals
Texas
$56.4M 1,018,037 +1,017,935 +997,975%
HSA
6
HBK Sorce Advisory
Pennsylvania
$53M 957,692 +10,736 +1%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$51.4M 928,072 +78,243 +9%
Goldman Sachs
8
Goldman Sachs
New York
$43.5M 785,629 +745,621 +1,864%
BBA
9
BLB&B Advisors
Pennsylvania
$40.2M 725,041 +98,509 +16%
BJ
10
Brouwer & Janachowski
California
$40.1M 723,452 +7,893 +1%
UBS Group
11
UBS Group
Switzerland
$36.2M 653,596 +103,533 +19%
Ameriprise
12
Ameriprise
Minnesota
$35.6M 643,678 -281,693 -30%
SWA
13
SFMG Wealth Advisors
Texas
$34.6M 624,690 +624,690 New
FIM
14
Frontier Investment Management
Texas
$32M 578,499 +578,499 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$30.7M 553,774 -118,768 -18%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$29.2M 527,426 +36,288 +7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$27.2M 490,305 +490,305 New
PRS
18
Pinkerton Retirement Specialists
Idaho
$27M 488,159 +482,736 +8,902%
FC
19
Financial Consulate
Maryland
$26.8M 483,960 +312,771 +183%
OIA
20
OneDigital Investment Advisors
Kansas
$26.8M 483,208 +27,450 +6%
JFG
21
JMG Financial Group
Illinois
$26.7M 481,129 -145,257 -23%
HighTower Advisors
22
HighTower Advisors
Illinois
$25M 451,809 +31,705 +8%
MF
23
Manchester Financial
California
$24.7M 446,220 +7,790 +2%
RWM
24
RKL Wealth Management
Pennsylvania
$24.3M 438,844 +40,108 +10%
NFG
25
Nadler Financial Group
Illinois
$24.1M 434,832 -3,097 -0.7%
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