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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
MFA Wealth Advisors
Pennsylvania
+$11.3M
2
AWS
AJ Wealth Strategies
New York
+$10.6M
3
Jane Street
Jane Street
New York
+$9.33M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.51M
5
UCFA
United Capital Financial Advisors
Texas
+$8.02M

Top Sellers

1
CCM
CWH Capital Management
Washington
-$8.85M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$8.78M
3
Morgan Stanley
Morgan Stanley
New York
-$6.79M
4
BFG
Bouchey Financial Group
New York
-$6.05M
5
MI
Moneywise Inc
Virginia
-$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Slow Capital
California
$408K +$408K +23,160 New
SG
252
Somerset Group
Minnesota
$403K +$23.5K +1,332 +6%
LWAC
253
Laurel Wealth Advisors (California)
California
$398K +$398K +22,623 New
MCWS
254
McKinley Carter Wealth Services
West Virginia
$391K -$2.22K -126 -0.6%
PFC
255
Phocas Financial Corp
California
$389K – – –
CWM
256
Cornerstone Wealth Management
Missouri
$388K +$35.3K +2,061 +10%
AIM
257
Aspen Investment Management
Michigan
$384K +$19.8K +1,125 +5%
AIM
258
Avity Investment Management
Connecticut
$380K – – –
BRWA
259
B. Riley Wealth Advisors
Florida
$370K +$9K +510 +2%
RPA
260
Rock Point Advisors
Vermont
$361K -$27K -1,530 -7%
PWM
261
Perigon Wealth Management
California
$354K +$34K +1,932 +11%
BTS
262
BB&T Securities
Virginia
$351K +$351K +19,917 New
SG
263
StoneX Group
New York
$344K +$4.71K +267 +1%
CRC
264
Curi RMB Capital
Illinois
$343K +$106 +6 +0%
DWM
265
Destination Wealth Management
California
$338K -$5.71K -324 -2%
VA
266
Valmark Advisers
Ohio
$331K +$331K +18,786 New
S
267
SignatureFD
Georgia
$317K +$57.6K +3,270 +22%
CIAS
268
Capital Investment Advisory Services
North Carolina
$314K -$61.3K -3,477 -16%
AFA
269
Arlington Financial Advisors
California
$313K -$6.5K -369 -2%
SP
270
SWS Partners
Ohio
$313K +$287K +16,692 +1,111%
EK
271
Evensky & Katz
Florida
$311K -$527 -30 -0.2%
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$310K +$98.4K +5,580 +47%
LJAC
273
L.J. Altfest & Co
New York
$310K +$310K +17,583 New
WCM
274
Wealthcare Capital Management
Virginia
$309K -$76.5K -4,347 -20%
FAIM
275
Financial Advocates Investment Management
Washington
$304K -$14.2K -807 -4%
9 10
11
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