SCHM icon

Schwab US Mid-Cap ETF

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
Net Calls
+$555K
Net Calls Change
+$294K
Name Holding Trade Value Shares
Change
Shares
Change %
RW
301
REDW Wealth
New Mexico
$223K
MWM
302
Marietta Wealth Management
Georgia
$223K +$223K +12,657 New
OC
303
Oarsman Capital
Wisconsin
$222K -$32K -1,815 -13%
JPMPWA
304
J.P. Morgan Private Wealth Advisors
California
$222K
TPW
305
Tiller Private Wealth
Pennsylvania
$219K -$8.72K -495 -4%
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$217K +$29.2K +1,656 +16%
PIM
307
Penobscot Investment Management
Massachusetts
$214K -$45.9K -2,610 -18%
WAM
308
Watermark Asset Management
California
$214K -$19.3K -1,092 -8%
PL
309
Plancorp LLC
Missouri
$214K +$106 +6 +0%
CF
310
Centaurus Financial
California
$214K +$214K +12,138 New
CCM
311
Coldstream Capital Management
Washington
$213K +$213K +12,108 New
ACM
312
AlphaStar Capital Management
North Carolina
$210K +$177K +10,047 +543%
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$203K +$3.07K +174 +2%
RCC
314
Red Cedar Capital
Nebraska
$188K +$634 +36 +0.3%
AIS
315
Accurate Investment Solutions
Pennsylvania
$185K +$185K +10,500 New
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$515 +30 +0.3%
RWP
317
RWA Wealth Partners
Massachusetts
$168K +$168K +9,558 New
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$155K +$106 +6 +0.1%
DSC
319
Duncker Streett & Co
Missouri
$133K +$40K +2,271 +43%
MGIA
320
Moneta Group Investment Advisors
Missouri
$126K +$14.3K +807 +13%
SFSIG
321
San Francisco Sentry Investment Group
California
$124K
SBL
322
Sargent Bickham Lagudis
Colorado
$123K +$7.71K +438 +7%
CPIG
323
Chicago Partners Investment Group
Illinois
$117K -$5.91K -336 -5%
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
$116K -$32.7K -1,863 -22%
VFA
325
Valeo Financial Advisors
Indiana
$112K -$23.5K -1,335 -17%