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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 %
PG
276
Patten Group
Tennessee
$47K +$647 +39 +1%
TSW
277
Thompson Siegel & Walmsley
Virginia
$45K – – –
MSFP
278
Mark Sheptoff Financial Planning
Connecticut
$36K +$36K +2,178 New
BCM
279
Blume Capital Management
California
$35K +$99 +6 +0.3%
FPFS
280
First Personal Financial Services
North Carolina
$33K – – –
CG
281
Cutler Group
California
$30K -$15K -900 -33%
Citigroup
282
Citigroup
New York
$29K – – –
NFG
283
Next Financial Group
Texas
$27K – – –
GRP
284
Global Retirement Partners
California
$27K +$17.1K +1,035 +173%
BWM
285
Baystate Wealth Management
Massachusetts
$26K – – –
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$2.47K +147 +13%
SSB
287
Sandy Spring Bank
Maryland
$20K – – –
NSIM
288
North Star Investment Management
Illinois
$17K – – –
SEI Investments
289
SEI Investments
Pennsylvania
$16K – – –
PO
290
Private Ocean
California
$15K +$15K +870 New
SMG
291
Spectrum Management Group
Indiana
$14K +$14K +825 New
VIA
292
Vantage Investment Advisors
Pennsylvania
$10K – – –
PA
293
Parallel Advisors
California
$9K -$7.34K -450 -45%
GT
294
Glenmede Trust
Pennsylvania
$9K – – –
CFD
295
Creative Financial Designs
Indiana
$7K – – –
HCM
296
Horrell Capital Management
Arkansas
$6K -$2.15K -129 -26%
RBC
297
Roble Belko & Company
Pennsylvania
$6K +$53 +3 +0.9%
WEC
298
Winslow Evans & Crocker
Massachusetts
$5.01K – – –
FMP
299
Financial Management Professionals
Texas
$5K – – –
MFW
300
Mosaic Family Wealth
Missouri
$5K +$5K +300 New
9 10 11
12
13