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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
$47.1M
2
AA
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
$60.5M
4
LFAS
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
Jane Street
New York
$9.68M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
Tradewinds Capital Management
Washington
$7.01M
3
HA
Harfst & Associates
Wyoming
$2.71M
4
CWM
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
301
Capital Investment Advisors
Georgia
$333K +$6.82K +354 +2%
VDFA
302
Vickerman & Driscoll Financial Advisors
Washington
$331K -$68.1K -3,537 -17%
EK
303
Evensky & Katz
Florida
$330K -$11.3K -588 -3%
CMBA
304
C.M. Bidwell & Associates
Hawaii
$330K +$303K +15,720 +1,127%
SP
305
SWS Partners
Ohio
$329K -$8.84K -459 -3%
Wolverine Trading
306
Wolverine Trading
Illinois
$327K +$327K +16,968 New
MWM
307
Marietta Wealth Management
Georgia
$320K -$4.91K -255 -2%
RBCM
308
Raub Brock Capital Management
California
$318K +$3.94K +204 +1%
DWM
309
Destination Wealth Management
California
$317K -$35.2K -1,824 -10%
GAM
310
Garrison Asset Management
Arkansas
$317K -$636 -33 -0.2%
TNBTD
311
Trustmark National Bank Trust Department
Mississippi
$315K -$27.8K -1,443 -8%
HWA
312
Heritage Way Advisors
Illinois
$313K +$35.4K +1,839 +13%
Susquehanna International Group
313
Susquehanna International Group
Pennsylvania
$312K -$1.37M -71,130 -81%
HIM
314
Harbour Investment Management
Washington
$311K – – –
TRCT
315
Tower Research Capital (TRC)
New York
$308K -$1.06M -54,939 -77%
CA
316
CapWealth Advisors
Tennessee
$303K +$303K +15,702 New
SCM
317
SOL Capital Management
Maryland
$300K +$26.1K +1,350 +10%
LJAC
318
L.J. Altfest & Co
New York
$299K -$43.4K -2,250 -13%
ZIM
319
Zacks Investment Management
Illinois
$299K +$2.55K +132 +0.9%
ACM
320
AlphaStar Capital Management
North Carolina
$298K +$8.89K +462 +3%
Northern Trust
321
Northern Trust
Illinois
$290K – – –
NF
322
Nikulski Financial
Iowa
$283K +$36.9K +2,100 +15%
TCM
323
Twele Capital Management
Minnesota
$278K +$1.22K +63 +0.4%
CAM
324
Cubic Asset Management
Massachusetts
$276K – – –
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K -$64.6K -3,354 -19%
11 12
13
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