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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
$43.2M
3
KP
Keel Point
Alabama
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$26M
5
CWM
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
Jane Street
New York
$2.83M
3
EVM
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
Newport Wealth Strategies
California
$4.33M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$541K +$157K +8,544 +41%
HGWM
252
Harvest Group Wealth Management
Massachusetts
$539K – – –
Kayne Anderson Rudnick Investment Management
253
Kayne Anderson Rudnick Investment Management
California
$533K – – –
CA
254
Calton & Associates
Florida
$530K -$284 -15 -0.1%
BAC
255
Boys Arnold & Co
North Carolina
$528K +$12.3K +675 +2%
MMHP
256
Murphy Middleton Hinkle & Parker
Georgia
$500K +$10.2K +558 +2%
FNBT
257
FineMark National Bank & Trust
Florida
$489K -$13.2K -720 -3%
PAM
258
Pegasus Asset Management
New York
$483K +$9.61K +525 +2%
VA
259
Valmark Advisers
Ohio
$467K +$123K +6,714 +36%
AG
260
Appleton Group
Wisconsin
$463K +$1.98K +108 +0.4%
BL
261
BCWM LLC
Kansas
$446K +$446K +24,396 New
SG
262
Somerset Group
Minnesota
$445K +$26.6K +1,455 +6%
Calamos Advisors
263
Calamos Advisors
Illinois
$437K +$14.5K +795 +3%
AIM
264
Aspen Investment Management
Michigan
$437K +$38.2K +2,085 +10%
FA
265
FDx Advisors
Illinois
$420K -$635K -34,755 -60%
MCWS
266
McKinley Carter Wealth Services
West Virginia
$411K +$5.49K +300 +1%
CIR
267
Clear Investment Research
Georgia
$410K – – –
PFC
268
Phocas Financial Corp
California
$403K -$389K – –
AIM
269
Avity Investment Management
Connecticut
$394K – – –
SG
270
StoneX Group
New York
$389K +$32.7K +1,791 +9%
CRC
271
Curi RMB Capital
Illinois
$385K +$28.5K +1,560 +8%
VDFA
272
Vickerman & Driscoll Financial Advisors
Washington
$379K -$593K -32,406 -61%
SMC
273
Smith, Moore & Co
Missouri
$377K +$377K +20,616 New
LWAC
274
Laurel Wealth Advisors (California)
California
$376K -$37.8K -2,067 -9%
RPA
275
Rock Point Advisors
Vermont
$373K -$1.37K -75 -0.4%
9 10
11
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