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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
AT Bancorp
Iowa
$65.2M
2
BWL
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
Creative Planning
Kansas
$10.7M
4
ECM
Exchange Capital Management
Michigan
$4.68M
5
RWM
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
Salem Investment Counselors
North Carolina
$0
2
CCP
Cardan Capital Partners
Colorado
$0
3
SHJ
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
Avior Wealth Management
Nebraska
$0
5
CIAS
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
226
BSW Wealth Partners
Colorado
$203K +$203K +12,633 New
BAC
227
Boys Arnold & Co
North Carolina
$201K +$201K +12,522 New
JFGIW
228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$192K +$338 +21 +0.2%
PSUF
229
People's United Financial
Connecticut
$184K +$22.5K +1,404 +14%
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$180K +$12.1K +750 +7%
AF
231
Allworth Financial
California
$172K +$170K +10,584 +7,056%
AIM
232
Anchor Investment Management
South Carolina
$160K +$139K +8,685 +678%
NSB
233
Norway Savings Bank
Maine
$149K +$149K +9,252 New
KTC
234
Kistler-Tiffany Companies
Pennsylvania
$141K +$145 +9 +0.1%
NIC
235
Northwest Investment Counselors
Oregon
$141K +$141K +8,805 New
SQA
236
Simon Quick Advisors
New Jersey
$131K +$99.5K +6,192 +316%
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107K +$107K +6,651 New
RCA
238
Rowland Carmichael Advisors
Arizona
$106K +$1.74K +108 +2%
SBL
239
Sargent Bickham Lagudis
Colorado
$103K -$13.7K -858 -12%
RCG
240
Ruggie Capital Group
Florida
$94K -$8.3K -516 -8%
DSC
241
Duncker Streett & Co
Missouri
$81K +$81K +5,022 New
EA
242
Edge Advisors
Georgia
$77K +$240 +15 +0.3%
CDIA
243
Capital Directions Investment Advisors
Georgia
$70K – – –
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$67K -$47.9K -3,000 -42%
CWM
245
Cranbrook Wealth Management
Michigan
$61K – – –
DADC
246
D.A. Davidson & Co
Montana
$59K +$40K +2,520 +210%
OAM
247
Oppenheimer Asset Management
New York
$58K +$670 +42 +1%
FIB
248
First Interstate Bank
Montana
$57K – – –
MWM
249
MinichMacGregor Wealth Management
New York
$50K – – –
PG
250
Patten Group
Tennessee
$46K -$23.4K -1,425 -34%
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