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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$26.6M
2
AA
Apriem Advisors
California
+$15.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$15M
4
LFAS
Level Four Advisory Services
Texas
+$6.7M
5
Jane Street
Jane Street
New York
+$6.69M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$12.4M
2
TCM
Tradewinds Capital Management
Washington
-$4.46M
3
HA
Harfst & Associates
Wyoming
-$3.96M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.82M
5
AB
AT Bancorp
Iowa
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
251
Valmark Advisers
Ohio
$616K +$124K +6,429 +25%
SIC
252
Sigma Investment Counselors
Michigan
$611K +$21.1K +1,095 +4%
H
253
HoyleCohen
California
$610K +$20.9K +1,086 +4%
BRWA
254
B. Riley Wealth Advisors
Florida
$610K +$40.2K +2,085 +7%
AG
255
Appleton Group
Wisconsin
$608K +$120K +6,210 +25%
GA
256
Gateway Advisory
New Jersey
$601K -$20.8K -1,077 -3%
FAM
257
Foothills Asset Management
Arizona
$587K -$35.8K -1,860 -6%
CWM
258
Confluence Wealth Management
Oregon
$586K +$520 +27 +0.1%
TC
259
Telemus Capital
Michigan
$564K -$52.3K -2,709 -8%
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$562K – – –
CIR
261
Clear Investment Research
Georgia
$561K +$113K +5,850 +25%
A
262
AdvicePeriod
California
$552K +$552K +28,638 New
BAC
263
Boys Arnold & Co
North Carolina
$536K -$17.2K -900 -3%
PFA
264
Pinnacle Family Advisors
Missouri
$526K -$829K -43,005 -61%
FNBT
265
FineMark National Bank & Trust
Florida
$522K +$6.94K +360 +1%
B
266
Bailard
California
$520K -$1.2M -62,331 -70%
PAM
267
Pegasus Asset Management
New York
$517K +$7.81K +405 +2%
CA
268
Calton & Associates
Florida
$516K -$22.8K -1,182 -4%
SG
269
StoneX Group
New York
$516K +$105K +5,460 +26%
AIM
270
Aspen Investment Management
Michigan
$514K +$53.9K +2,796 +12%
Calamos Advisors
271
Calamos Advisors
Illinois
$505K +$43.9K +2,274 +10%
JWA
272
JFS Wealth Advisors
Pennsylvania
$501K -$239K -12,408 -32%
HGWM
273
Harvest Group Wealth Management
Massachusetts
$466K -$102K -5,274 -18%
PWM
274
Perigon Wealth Management
California
$458K -$277K -14,355 -38%
BL
275
BCWM LLC
Kansas
$452K -$18.8K -972 -4%
9 10
11
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