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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.

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
1
Financial Engines Advisors
California
$27.7M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$12.4M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$44.1M
4
AWM
4
Avior Wealth Management
Nebraska
$4.84M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.14M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$5.74M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
5
JMG Financial Group
Illinois
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GBBWRPM
301
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K 309 +309 New
BWA
302
Burt Wealth Advisors
Maryland
$4K 216 – –
BAM
303
Barrett Asset Management
New York
$4K 225 – –
BlackRock
304
BlackRock
New York
$3K 201 -1,926 -91%
SIAP
305
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K 120 – –
PFG
306
Piershale Financial Group
Illinois
– – -464,397 Closed
AIP
307
Almanack Investment Partners
Pennsylvania
– – -116,757 Closed
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
– – -109,248 Closed
YMRC
309
Yorktown Management & Research Company
Virginia
– – -75,000 Closed
3C
310
361 Capital
Colorado
– – -53,454 Closed
Jane Street
311
Jane Street
New York
– – -33,843 Closed
KFA
312
Kelleher Financial Advisors
New York
– – -33,174 Closed
CWM
313
Concert Wealth Management
California
– – -23,310 Closed
CWP
314
Capital Wealth Planning
Florida
– – -17,358 Closed
PSUF
315
People's United Financial
Connecticut
– – -11,478 Closed
AF
316
Allworth Financial
California
– – -10,734 Closed
DADC
317
D.A. Davidson & Co
Montana
– – -3,720 Closed
BBHC
318
Brown Brothers Harriman & Co
New York
– – -2,430 Closed
PFBT
319
Parkside Financial Bank & Trust
Missouri
– – -1,698 Closed
SF
320
Synovus Financial
Georgia
– – -1,125 Closed
PFO
321
Pathstone Family Office
New Jersey
– – -555 Closed
TWA
322
TCI Wealth Advisors
Arizona
– – -225 Closed
Parallax Volatility Advisers
323
Parallax Volatility Advisers
California
$0 3 – –
MRCM
324
M&R Capital Management
New Jersey
$0 6 – –
9 10 11 12
13