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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 %
FWM
276
Frontier Wealth Management
Missouri
$446K +$194K +10,059 +77%
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$442K +$389K +20,163 +727%
CCM
278
Coldstream Capital Management
Washington
$430K +$61.7K +3,198 +17%
S
279
SignatureFD
Georgia
$426K +$73.2K +3,792 +21%
PFC
280
Phocas Financial Corp
California
$425K -$403K – –
MOS
281
MGO One Seven
Ohio
$421K +$421K +21,876 New
MMHP
282
Murphy Middleton Hinkle & Parker
Georgia
$419K -$108K -5,601 -21%
AIM
283
Avity Investment Management
Connecticut
$416K – – –
SG
284
Somerset Group
Minnesota
$406K -$62.9K -3,264 -13%
SMC
285
Smith, Moore & Co
Missouri
$404K +$6.54K +339 +2%
SC
286
Slow Capital
California
$401K +$99.8K +5,184 +33%
BWL
287
Bogart Wealth LLC
Virginia
$400K +$18.6K +966 +5%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$396K +$26.4K +1,371 +7%
BCM
289
Boltwood Capital Management
California
$392K +$58.2K +3,027 +17%
RPA
290
Rock Point Advisors
Vermont
$390K -$2.77K -144 -0.7%
CRC
291
Curi RMB Capital
Illinois
$385K -$20.6K -1,068 -5%
FAIM
292
Financial Advocates Investment Management
Washington
$372K +$48.7K +2,523 +15%
JPMPWA
293
J.P. Morgan Private Wealth Advisors
California
$371K +$18.6K +966 +5%
AFA
294
Arlington Financial Advisors
California
$362K +$7.35K +408 +2%
DAS
295
Dynamic Advisor Solutions
Arizona
$359K -$358K -18,540 -50%
MCWS
296
McKinley Carter Wealth Services
West Virginia
$350K -$83.1K -4,311 -19%
PA
297
PFG Advisors
Arizona
$344K +$89.9K +5,115 +35%
WCM
298
Wealthcare Capital Management
Virginia
$338K – – –
HIC
299
Holderness Investments Company
North Carolina
$337K +$337K +17,457 New
NSAM
300
North Star Asset Management
Wisconsin
$337K +$337K +17,469 New
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