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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

307 hedge funds and large institutions have $1.17B invested in Schwab US Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+21
Holders Change %
+7.34%
% of All Funds
7.67%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
38
Increased
167
Reduced
67
Closed
17
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$11K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$27.7M
2
AWMG
Alliance Wealth Management Group
New Jersey
$12.4M
3
HSA
HBK Sorce Advisory
Pennsylvania
$44.1M
4
AWM
Avior Wealth Management
Nebraska
$4.84M
5
UCFA
United Capital Financial Advisors
Texas
$8.14M

Top Sellers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
Piershale Financial Group
Illinois
$0
3
Creative Planning
Creative Planning
Kansas
$5.74M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
JMG Financial Group
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
251
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$199K +$87.6K +5,235 +79%
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$192K +$5.31K +318 +3%
BFEC
253
Benjamin F. Edwards & Company
Missouri
$181K +$181K +10,866 New
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$178K +$147K +8,820 +480%
NIC
255
Northwest Investment Counselors
Oregon
$147K – – –
KTC
256
Kistler-Tiffany Companies
Pennsylvania
$147K +$101 +6 +0.1%
NSB
257
Norway Savings Bank
Maine
$145K -$9.36K -561 -6%
SQA
258
Simon Quick Advisors
New Jersey
$133K -$3.41K -204 -3%
VFA
259
Valeo Financial Advisors
Indiana
$129K +$129K +7,695 New
LCM
260
Liberty Capital Management
Michigan
$128K +$128K +7,500 New
SLF
261
Sun Life Financial
Ontario, Canada
$119K +$119K +7,125 New
SBL
262
Sargent Bickham Lagudis
Colorado
$118K +$10.8K +651 +10%
CPIG
263
Chicago Partners Investment Group
Illinois
$113K +$112K +6,726 +11,210%
RCA
264
Rowland Carmichael Advisors
Arizona
$102K -$8.28K -495 -8%
SFSIG
265
San Francisco Sentry Investment Group
California
$99K +$99K +5,925 New
RCG
266
Ruggie Capital Group
Florida
$97K -$500 -30 -0.5%
DSC
267
Duncker Streett & Co
Missouri
$84K +$150 +9 +0.2%
CDIA
268
Capital Directions Investment Advisors
Georgia
$77K +$4.44K +267 +6%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$70K – – –
CWM
270
Cranbrook Wealth Management
Michigan
$63K – – –
BF
271
BOK Financial
Oklahoma
$63K +$63K +3,807 New
OAM
272
Oppenheimer Asset Management
New York
$61K – – –
FIB
273
First Interstate Bank
Montana
$59K – – –
MWM
274
MinichMacGregor Wealth Management
New York
$52K – – –
GWM
275
Geneos Wealth Management
Colorado
$49K +$49K +2,982 New
9 10
11
12 13