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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 %
AFA
276
Arlington Financial Advisors
California
$368K +$36.1K +1,932 +11%
BTS
277
BB&T Securities
Virginia
$364K – – –
BWL
278
Bogart Wealth LLC
Virginia
$361K -$13.6M -742,836 -97%
CA
279
Cetera Advisors
Colorado
$354K +$48.8K +2,676 +16%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$351K +$80.2K +4,383 +30%
CCM
281
Coldstream Capital Management
Washington
$349K +$128K +6,972 +58%
S
282
SignatureFD
Georgia
$335K +$5.5K +300 +2%
JPMPWA
283
J.P. Morgan Private Wealth Advisors
California
$335K +$105K +5,715 +45%
DWM
284
Destination Wealth Management
California
$334K -$16.7K -915 -5%
LJAC
285
L.J. Altfest & Co
New York
$325K +$3.29K +180 +1%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$325K +$325K +17,781 New
EK
287
Evensky & Katz
Florida
$324K +$767 +42 +0.2%
SP
288
SWS Partners
Ohio
$321K -$12K -654 -4%
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$321K – – –
WCM
290
Wealthcare Capital Management
Virginia
$321K – – –
BCM
291
Boltwood Capital Management
California
$317K +$84.1K +4,602 +36%
CIA
292
Capital Investment Advisors
Georgia
$310K +$989 +54 +0.3%
MWM
293
Marietta Wealth Management
Georgia
$309K +$77.2K +4,212 +33%
FAIM
294
Financial Advocates Investment Management
Washington
$307K -$8.74K -477 -3%
GAM
295
Garrison Asset Management
Arkansas
$302K +$25.9K +1,416 +9%
RBCM
296
Raub Brock Capital Management
California
$298K +$5.66K +309 +2%
HIM
297
Harbour Investment Management
Washington
$295K -$1.92M -105,210 -87%
SC
298
Slow Capital
California
$286K -$138K -7,521 -32%
ZIM
299
Zacks Investment Management
Illinois
$281K -$220 -12 -0.1%
RFA
300
Reilly Financial Advisors
California
$281K +$17.6K +960 +7%
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