SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
$43.2M
3
KP
Keel Point
Alabama
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$26M
5
CWM
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
Jane Street
New York
$2.83M
3
EVM
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
Newport Wealth Strategies
California
$4.33M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
226
Phillips Financial Management
Indiana
$740K -$8.9K -486 -1%
AI
227
Atria Investments
North Carolina
$710K -$71.4K -3,903 -9%
CSIC
228
Clifford Swan Investment Counsel
California
$708K +$708K +38,688 New
JWA
229
JFS Wealth Advisors
Pennsylvania
$703K +$10.8K +588 +2%
PWM
230
Perigon Wealth Management
California
$697K +$329K +18,015 +90%
AIA
231
Armor Investment Advisors
North Carolina
$687K +$54.8K +2,997 +9%
OPA
232
Old Port Advisors
Maine
$682K +$682K +37,269 New
DAS
233
Dynamic Advisor Solutions
Arizona
$680K +$142K +7,782 +26%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$669K +$179K +9,804 +37%
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$668K -$6.04K -330 -0.9%
Brown Advisory
236
Brown Advisory
Maryland
$634K – – –
SDWMA
237
Schneider Downs Wealth Management Advisors
Pennsylvania
$632K +$119K +6,522 +23%
MIAN
238
Mariner Independent Advisor Network
Kansas
$619K -$140K -7,665 -18%
WIA
239
Wealthstreet Investment Advisors
Texas
$619K – – –
BCWM
240
Blue Chip Wealth Management
Florida
$617K +$139K +7,575 +29%
MA
241
MUFG Americas
New York
$613K +$23.8K +1,302 +4%
LNB
242
Ledyard National Bank
$596K -$99.7K -5,448 -14%
FAM
243
Foothills Asset Management
Arizona
$591K -$22.3K -1,218 -4%
GA
244
Gateway Advisory
New Jersey
$590K -$605K -33,057 -51%
TC
245
Telemus Capital
Michigan
$584K +$6.64K +363 +1%
UAS
246
United Asset Strategies
New York
$560K +$560K +30,585 New
H
247
HoyleCohen
California
$559K +$7.3K +399 +1%
SIC
248
Sigma Investment Counselors
Michigan
$559K +$33K +1,806 +6%
CWM
249
Confluence Wealth Management
Oregon
$556K -$14.5K -792 -3%
FAG
250
Financial Advisory Group
Texas
$555K +$86.4K +4,725 +18%
8 9
10
11 12