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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
MFA Wealth Advisors
Pennsylvania
+$11.3M
2
AWS
AJ Wealth Strategies
New York
+$10.6M
3
Jane Street
Jane Street
New York
+$9.33M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.51M
5
UCFA
United Capital Financial Advisors
Texas
+$8.02M

Top Sellers

1
CCM
CWH Capital Management
Washington
-$8.85M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$8.78M
3
Morgan Stanley
Morgan Stanley
New York
-$6.79M
4
BFG
Bouchey Financial Group
New York
-$6.05M
5
MI
Moneywise Inc
Virginia
-$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
226
Foothills Asset Management
Arizona
$591K -$4.23K -240 -0.7%
MA
227
MUFG Americas
New York
$568K +$37.3K +2,118 +7%
TC
228
Telemus Capital
Michigan
$557K -$31.7K -1,800 -5%
CWM
229
Confluence Wealth Management
Oregon
$550K -$4.18K -237 -0.8%
PAM
230
Peak Asset Management
Colorado
$543K +$151K +8,556 +38%
H
231
HoyleCohen
California
$531K +$70K +3,975 +15%
HGWM
232
Harvest Group Wealth Management
Massachusetts
$519K +$2.01K +114 +0.4%
DAS
233
Dynamic Advisor Solutions
Arizona
$518K +$518K +29,367 New
Kayne Anderson Rudnick Investment Management
234
Kayne Anderson Rudnick Investment Management
California
$514K +$514K +29,145 New
SIC
235
Sigma Investment Counselors
Michigan
$507K +$33.7K +1,911 +7%
STA
236
Summit Trail Advisors
New York
$503K +$503K +27,774 New
BAC
237
Boys Arnold & Co
North Carolina
$501K -$5.33K -300 -1%
SDWMA
238
Schneider Downs Wealth Management Advisors
Pennsylvania
$494K +$494K +28,005 New
CA
239
Calton & Associates
Florida
$493K +$18.3K +1,041 +4%
FNBT
240
FineMark National Bank & Trust
Florida
$484K -$952 -54 -0.2%
MMHP
241
Murphy Middleton Hinkle & Parker
Georgia
$472K +$27K +1,533 +6%
Mariner
242
Mariner
Kansas
$463K -$254K -14,433 -35%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$461K -$65.6K -3,813 -12%
BCWM
244
Blue Chip Wealth Management
Florida
$461K +$461K +26,148 New
PAM
245
Pegasus Asset Management
New York
$460K +$32K +1,797 +7%
FAG
246
Financial Advisory Group
Texas
$452K +$95.3K +5,406 +27%
AG
247
Appleton Group
Wisconsin
$444K +$34.7K +1,971 +8%
CIR
248
Clear Investment Research
Georgia
$410K -$1.27K -72 -0.3%
FRA
249
Front Row Advisors
California
$410K +$13.4K +762 +3%
Calamos Advisors
250
Calamos Advisors
Illinois
$408K +$6.41K +363 +2%
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