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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 %
CFD
276
Creative Financial Designs
Indiana
$6K – – –
RBC
277
Roble Belko & Company
Pennsylvania
$5K – – –
WEC
278
Winslow Evans & Crocker
Massachusetts
$4.82K – – –
BAM
279
Barrett Asset Management
New York
$4K – – –
TWA
280
TCI Wealth Advisors
Arizona
$4K +$4K +225 New
FMP
281
Financial Management Professionals
Texas
$4K +$4K +306 New
BWA
282
Burt Wealth Advisors
Maryland
$3K – – –
SIAP
283
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K – – –
CPIG
284
Chicago Partners Investment Group
Illinois
$1K -$99.1K -5,943 -99%
SIC
285
Salem Investment Counselors
North Carolina
– -$11.6M -739,230 Closed
CCP
286
Cardan Capital Partners
Colorado
– -$5.93M -375,834 Closed
AWM
287
Avior Wealth Management
Nebraska
– -$4.27M -270,852 Closed
SWM
288
Stockman Wealth Management
Montana
– -$1.89M -119,748 Closed
TW
289
Transform Wealth
Colorado
– -$1.72M -109,206 Closed
PFA
290
Pinnacle Family Advisors
Missouri
– -$1.63M -103,011 Closed
UAS
291
United Asset Strategies
New York
– -$354K -22,419 Closed
PPSG
292
Princeton Portfolio Strategies Group
New Jersey
– -$295K -18,708 Closed
TH
293
Timber Hill
Connecticut
– -$262K -16,599 Closed
WA
294
WBH Advisory
Maryland
– -$242K -15,345 Closed
FAAS
295
First Allied Advisory Services
California
– -$203K -12,885 Closed
ML
296
McAdam LLC
Pennsylvania
– -$201K -12,762 Closed
MWM
297
Marietta Wealth Management
Georgia
– -$201K -12,726 Closed
AIS
298
Accurate Investment Solutions
Pennsylvania
– -$130K -8,238 Closed
Simplex Trading
299
Simplex Trading
Illinois
– -$48K -3,081 Closed
SLF
300
Sun Life Financial
Ontario, Canada
– -$17.7K -2,508 Closed
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