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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$199M
2
SI
SII Investments
Wisconsin
$2.38M
3
SHJ
Sharkey, Howes & Javer
Colorado
$36M
4
AL
Aspiriant LLC
California
$757K
5
AWMG
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
226
Armor Investment Advisors
North Carolina
$491K +$8.84K +498 +2%
FNBT
227
FineMark National Bank & Trust
Florida
$488K -$2.34K -132 -0.5%
DY
228
Dowling & Yahnke
California
$485K +$485K +27,312 New
A
229
AdvicePeriod
California
$483K +$483K +27,219 New
SIC
230
Sigma Investment Counselors
Michigan
$477K +$12.5K +702 +3%
H
231
HoyleCohen
California
$465K +$465K +26,178 New
MMHP
232
Murphy Middleton Hinkle & Parker
Georgia
$448K +$448K +25,224 New
PAM
233
Pegasus Asset Management
New York
$427K +$427K +24,069 New
CIR
234
Clear Investment Research
Georgia
$414K – – –
AG
235
Appleton Group
Wisconsin
$413K +$36.7K +2,064 +10%
Northern Trust
236
Northern Trust
Illinois
$405K +$405K +22,827 New
Calamos Advisors
237
Calamos Advisors
Illinois
$404K +$11.5K +648 +3%
FRA
238
Front Row Advisors
California
$399K +$399K +22,479 New
MCWS
239
McKinley Carter Wealth Services
West Virginia
$396K -$2.88K -162 -0.7%
PAM
240
Peak Asset Management
Colorado
$396K +$171K +9,645 +76%
NP
241
NorthRock Partners
Minnesota
$393K -$228K -12,855 -37%
RPA
242
Rock Point Advisors
Vermont
$391K -$28.6K -1,611 -7%
WCM
243
Wealthcare Capital Management
Virginia
$389K – – –
AIM
244
Avity Investment Management
Connecticut
$383K -$299K -16,800 -44%
SG
245
Somerset Group
Minnesota
$382K +$120K +6,777 +46%
CIAS
246
Capital Investment Advisory Services
North Carolina
$378K -$51.9K -2,919 -12%
BL
247
Balentine LLC
Georgia
$375K – – –
CWM
248
Cornerstone Wealth Management
Missouri
$373K +$72.8K +4,020 +24%
AIM
249
Aspen Investment Management
Michigan
$367K -$12.8K -720 -3%
Manulife (Manufacturers Life Insurance)
250
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$367K +$156K +8,772 +74%
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