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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
AT Bancorp
Iowa
$65.2M
2
BWL
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
Creative Planning
Kansas
$10.7M
4
ECM
Exchange Capital Management
Michigan
$4.68M
5
RWM
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
Salem Investment Counselors
North Carolina
$0
2
CCP
Cardan Capital Partners
Colorado
$0
3
SHJ
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
Avior Wealth Management
Nebraska
$0
5
CIAS
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
251
Thompson Siegel & Walmsley
Virginia
$43K – – –
CG
252
Cutler Group
California
$43K +$5.83K +366 +16%
BBHC
253
Brown Brothers Harriman & Co
New York
$39K +$39K +2,430 New
CIR
254
Clear Investment Research
Georgia
$37K +$37K +23,337 New
BlackRock
255
BlackRock
New York
$34K – – –
BCM
256
Blume Capital Management
California
$34K +$97 +6 +0.3%
FPFS
257
First Personal Financial Services
North Carolina
$31K – – –
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$30K +$8.66K +531 +41%
Citigroup
259
Citigroup
New York
$28K – – –
PFBT
260
Parkside Financial Bank & Trust
Missouri
$27K +$716 +45 +3%
NFG
261
Next Financial Group
Texas
$26K -$67.2K -4,125 -72%
BWM
262
Baystate Wealth Management
Massachusetts
$26K +$26K +1,566 New
SSB
263
Sandy Spring Bank
Maryland
$19K – – –
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$49 +3 +0.3%
SF
265
Synovus Financial
Georgia
$18K +$18K +1,125 New
NSIM
266
North Star Investment Management
Illinois
$17K – – –
PA
267
Parallel Advisors
California
$16K +$16K +1,002 New
SEI Investments
268
SEI Investments
Pennsylvania
$15K -$18.2K -1,137 -55%
AA
269
Advisory Alpha
Michigan
$11K – – –
VIA
270
Vantage Investment Advisors
Pennsylvania
$10K -$2.32K -144 -19%
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$10K +$10K +600 New
GRP
272
Global Retirement Partners
California
$10K +$10K +600 New
PFO
273
Pathstone Family Office
New Jersey
$9K -$132K -8,166 -94%
GT
274
Glenmede Trust
Pennsylvania
$8K – – –
HCM
275
Horrell Capital Management
Arkansas
$8K – – –
9 10
11
12 13