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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
2
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
5
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$199M
2
SI
2
SII Investments
Wisconsin
$2.38M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$36M
4
AL
4
Aspiriant LLC
California
$757K
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oarsman Capital
Wisconsin
$255K -$157K -8,844 -38%
CAM
277
Cubic Asset Management
Massachusetts
$254K -$22.6K -1,275 -8%
EWA
278
EP Wealth Advisors
California
$242K +$242K +13,650 New
PA
279
PFG Advisors
Arizona
$239K +$239K +13,473 New
HWA
280
Heritage Way Advisors
Illinois
$237K -$2.71K -153 -1%
WAM
281
Watermark Asset Management
California
$235K +$21.3K +1,200 +10%
TCM
282
Twele Capital Management
Minnesota
$234K +$6.65K +375 +3%
BWP
283
BSW Wealth Partners
Colorado
$230K -$160 -9 -0.1%
TPW
284
Tiller Private Wealth
Pennsylvania
$230K +$230K +12,930 New
DADC
285
D.A. Davidson & Co
Montana
$227K +$227K +12,768 New
BCM
286
Boltwood Capital Management
California
$226K +$10.6K +600 +5%
RW
287
REDW Wealth
New Mexico
$225K +$53 +3 +0%
PSUF
288
People's United Financial
Connecticut
$225K +$225K +12,678 New
FWM
289
Frontier Wealth Management
Missouri
$224K +$224K +12,621 New
JPMPWA
290
J.P. Morgan Private Wealth Advisors
California
$223K +$11.1K +624 +5%
PL
291
Plancorp LLC
Missouri
$215K +$160 +9 +0.1%
JFGIW
292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K +$533 +30 +0.3%
Cerity Partners
293
Cerity Partners
New York
$213K +$213K +11,970 New
PPA
294
Parametric Portfolio Associates
Washington
$210K +$210K +11,808 New
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$201K -$2.87K -162 -1%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$189K – – –
RCC
297
Red Cedar Capital
Nebraska
$189K +$189K +10,647 New
FAAS
298
First Allied Advisory Services
California
$181K +$181K +10,221 New
PFGIA
299
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$154K +8,505 +649%
BBHC
300
Brown Brothers Harriman & Co
New York
$176K +$176K +9,900 New
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12
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