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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 %
KTC
301
Kistler-Tiffany Companies
Pennsylvania
$156K +$213 +12 +0.1%
NSB
302
Norway Savings Bank
Maine
$154K – – –
PRS
303
Pinkerton Retirement Specialists
Idaho
$151K +$151K +8,412 New
SQA
304
Simon Quick Advisors
New Jersey
$150K +$3.59K +195 +2%
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$150K +$150K +8,463 New
VFA
306
Valeo Financial Advisors
Indiana
$137K – – –
SWP
307
Stratos Wealth Partners
Ohio
$131K +$131K +7,377 New
TFS
308
TrustCore Financial Services
Tennessee
$129K +$129K +7,260 New
SLF
309
Sun Life Financial
Ontario, Canada
$127K – – –
SFSIG
310
San Francisco Sentry Investment Group
California
$125K +$19.9K +1,125 +19%
CPIG
311
Chicago Partners Investment Group
Illinois
$124K +$3.67K +207 +3%
SBL
312
Sargent Bickham Lagudis
Colorado
$116K -$9.68K -546 -8%
MGIA
313
Moneta Group Investment Advisors
Missouri
$112K +$112K +6,324 New
TRCT
314
Tower Research Capital (TRC)
New York
$110K -$1.71M -96,432 -94%
RCA
315
Rowland Carmichael Advisors
Arizona
$108K – – –
PFA
316
Pathway Financial Advisors
Vermont
$103K +$103K +5,781 New
DSC
317
Duncker Streett & Co
Missouri
$94K +$4.54K +255 +5%
CDIA
318
Capital Directions Investment Advisors
Georgia
$82K +$53 +3 +0.1%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$82K +$82K +4,599 New
RFC
320
Regions Financial Corp
Alabama
$81K +$81K +4,587 New
RCG
321
Ruggie Capital Group
Florida
$77K -$26K -1,467 -25%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$75K – – –
CWM
323
Cranbrook Wealth Management
Michigan
$67K – – –
FIB
324
First Interstate Bank
Montana
$63K – – –
DPA
325
Delphi Private Advisors
California
$62K +$62K +3,480 New
11 12
13
14 15