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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.

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
1
First Mercantile Trust
Tennessee
$48.6M
2
OIA
2
OneDigital Investment Advisors
Kansas
$61M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$37.4M
5
SIC
5
Salem Investment Counselors
North Carolina
$13.8M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.26M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.28M
3
FMP
3
Financial Management Professionals
Texas
$40M
4
KP
4
Keel Point
Alabama
$433K
5
Jane Street
5
Jane Street
New York
$3.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$144M 2,527,940 +53,062 +2%
SWM
2
SVA Wealth Management
Wisconsin
$94M 1,646,468 +33,193 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$65.2M 1,141,651 +109,124 +11%
OIA
4
OneDigital Investment Advisors
Kansas
$61M 1,068,825 +585,617 +121%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$56.3M 985,907 +57,835 +6%
HSA
6
HBK Sorce Advisory
Pennsylvania
$56.1M 982,222 +24,530 +3%
Morgan Stanley
7
Morgan Stanley
New York
$50.5M 884,859 +513,529 +138%
FMT
8
First Mercantile Trust
Tennessee
$48.6M 850,591 +850,591 New
UBS Group
9
UBS Group
Switzerland
$45.4M 795,661 +142,065 +22%
Ameriprise
10
Ameriprise
Minnesota
$44M 771,428 +127,750 +20%
BBA
11
BLB&B Advisors
Pennsylvania
$43.9M 768,872 +43,831 +6%
BJ
12
Brouwer & Janachowski
California
$41.7M 729,861 +6,409 +0.9%
FMP
13
Financial Management Professionals
Texas
$40M 700,602 -317,435 -31%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$37.4M 644,108 +413,791 +180%
SWA
15
SFMG Wealth Advisors
Texas
$35.4M 605,915 -18,775 -3%
FIM
16
Frontier Investment Management
Texas
$34M 595,935 +17,436 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$33.5M 586,331 +96,026 +20%
JFG
18
JMG Financial Group
Illinois
$32.8M 573,987 +92,858 +19%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
– – – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$30M 525,813 -27,961 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$29.9M 523,292 -4,134 -0.8%
FC
22
Financial Consulate
Maryland
$29.2M 511,247 +27,287 +6%
PRS
23
Pinkerton Retirement Specialists
Idaho
$27.7M 485,219 -2,940 -0.6%
RWM
24
RKL Wealth Management
Pennsylvania
$26.7M 467,344 +28,500 +6%
MF
25
Manchester Financial
California
$26.6M 466,757 +20,537 +5%
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