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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$26.6M
2
AA
Apriem Advisors
California
+$15.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$15M
4
LFAS
Level Four Advisory Services
Texas
+$6.7M
5
Jane Street
Jane Street
New York
+$6.69M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$12.4M
2
TCM
Tradewinds Capital Management
Washington
-$4.46M
3
HA
Harfst & Associates
Wyoming
-$3.96M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.82M
5
AB
AT Bancorp
Iowa
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
226
Sutton Wealth Advisors
Florida
$884K +$34.8K +1,806 +4%
PLFAM
227
Pineno Levin & Ford Asset Management
Virginia
$870K -$22.3K -1,155 -2%
HI
228
Hudock Inc
Pennsylvania
$865K +$852K +44,178 +6,347%
BCWM
229
Blue Chip Wealth Management
Florida
$831K +$180K +9,354 +28%
LPIC
230
LeJeune Puetz Investment Counsel
Michigan
$830K +$58 +3 +0%
CS
231
Comerica Securities
Michigan
$812K +$812K +42,132 New
MA
232
MUFG Americas
New York
$792K +$146K +7,545 +23%
PFM
233
Phillips Financial Management
Indiana
$789K +$14.3K +747 +2%
CA
234
Cambridge Advisors
Nebraska
$786K -$231 -12 -0%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$770K -$26.8K -1,392 -3%
BTS
236
BB&T Securities
Virginia
$756K +$372K +19,344 +97%
AI
237
Atria Investments
North Carolina
$744K -$4.63K -240 -0.6%
MGIA
238
Moneta Group Investment Advisors
Missouri
$732K -$61.6K -3,195 -8%
AIA
239
Armor Investment Advisors
North Carolina
$724K +$578 +30 +0.1%
LWAC
240
Laurel Wealth Advisors (California)
California
$722K +$326K +16,923 +82%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$720K +$720K +37,341 New
SDWMA
242
Schneider Downs Wealth Management Advisors
Pennsylvania
$702K +$36.5K +1,896 +5%
FA
243
FDx Advisors
Illinois
$696K +$253K +13,131 +57%
DP
244
DDD Partners
Washington
$678K +$678K +35,142 New
WIA
245
Wealthstreet Investment Advisors
Texas
$669K +$17.3K +900 +3%
Brown Advisory
246
Brown Advisory
Maryland
$668K – – –
BPM
247
Bowling Portfolio Management
Ohio
$654K -$167K -8,685 -20%
LNB
248
Ledyard National Bank
$628K – – –
CSIC
249
Clifford Swan Investment Counsel
California
$624K -$122K -6,306 -16%
FAG
250
Financial Advisory Group
Texas
$622K +$37K +1,920 +6%
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