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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
Asset Advisors Corp
Georgia
$8.14M
4
BAM
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.4M
2
NP
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
Wells Fargo
California
$9.65M
4
Jane Street
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
226
Chicago Partners Investment Group
Illinois
$95K +$285 +18 +0.3%
NFG
227
Next Financial Group
Texas
$91K -$63.1K -3,969 -41%
EA
228
Edge Advisors
Georgia
$75K +$234 +15 +0.3%
CDIA
229
Capital Directions Investment Advisors
Georgia
$69K – – –
PG
230
Patten Group
Tennessee
$66K – – –
MA
231
MUFG Americas
New York
$61K – – –
CWM
232
Cranbrook Wealth Management
Michigan
$60K +$52.9K +3,351 +745%
OAM
233
Oppenheimer Asset Management
New York
$57K +$57K +3,594 New
FIB
234
First Interstate Bank
Montana
$56K – – –
MWM
235
MinichMacGregor Wealth Management
New York
$49K -$28.1K -1,800 -36%
Simplex Trading
236
Simplex Trading
Illinois
$48K +$48K +3,081 New
TSW
237
Thompson Siegel & Walmsley
Virginia
$43K – – –
ECM
238
Exchange Capital Management
Michigan
$38K +$38K +2,385 New
CG
239
Cutler Group
California
$36K +$18.5K +1,200 +106%
BlackRock
240
BlackRock
New York
$34K -$26.5K -1,656 -44%
BCM
241
Blume Capital Management
California
$33K -$7K -447 -18%
SEI Investments
242
SEI Investments
Pennsylvania
$33K +$33K +2,076 New
FPFS
243
First Personal Financial Services
North Carolina
$31K – – –
SQA
244
Simon Quick Advisors
New Jersey
$31K +$31K +1,962 New
Citigroup
245
Citigroup
New York
$27K – – –
PFBT
246
Parkside Financial Bank & Trust
Missouri
$26K +$26K +1,653 New
AA
247
Apriem Advisors
California
$24K +$23.9K +1,500 +16,667%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$21K +$16.1K +1,005 +332%
AIM
249
Anchor Investment Management
South Carolina
$20.2K +$20.2K +1,281 New
DADC
250
D.A. Davidson & Co
Montana
$18K – – –
8 9
10
11 12