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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
Asset Advisors Corp
Georgia
$8.14M
4
BAM
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.4M
2
NP
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
Wells Fargo
California
$9.65M
4
Jane Street
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$47 +3 +0.3%
SSB
252
Sandy Spring Bank
Maryland
$18K +$3.69K +240 +26%
SLF
253
Sun Life Financial
Ontario, Canada
$17.7K +$17.7K +2,508 New
NSIM
254
North Star Investment Management
Illinois
$16K – – –
CWM
255
Catamount Wealth Management
Connecticut
$16K +$16K +996 New
VIA
256
Vantage Investment Advisors
Pennsylvania
$12K +$988 +63 +9%
AA
257
Advisory Alpha
Michigan
$11K +$11K +702 New
HCM
258
Horrell Capital Management
Arkansas
$8K -$13.6K -834 -63%
GT
259
Glenmede Trust
Pennsylvania
$8K -$2.18K -147 -21%
CFD
260
Creative Financial Designs
Indiana
$6K – – –
RBC
261
Roble Belko & Company
Pennsylvania
$5K – – –
First Manhattan
262
First Manhattan
New York
$5K +$5K +315 New
WEC
263
Winslow Evans & Crocker
Massachusetts
$4.73K +$4.73K +300 New
NDSI
264
Newman Dignan & Sheerar Inc
Rhode Island
$4.22K +$205 +12,972 +5%
BAM
265
Barrett Asset Management
New York
$4K – – –
BWA
266
Burt Wealth Advisors
Maryland
$3K – – –
SIAP
267
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K -$5.5K -330 -73%
AF
268
Allworth Financial
California
$2K +$2K +150 New
PCM
269
Pointe Capital Management
Michigan
– -$838K -55,707 Closed
FMWA
270
Forvis Mazars Wealth Advisors
Missouri
– -$562K -37,326 Closed
KP
271
Keel Point
Alabama
– -$388K -25,806 Closed
SWP
272
Stratos Wealth Partners
Ohio
– -$288K -19,131 Closed
PO
273
Private Ocean
California
– -$276K -18,306 Closed
Stifel Financial
274
Stifel Financial
Missouri
– -$248K -16,488 Closed
CIC
275
Carnegie Investment Counsel
Ohio
– -$245K -15,990 Closed
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