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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 %
CAC
326
Certified Advisory Corp
Florida
$59K +$59K +179,514 New
GRP
327
Global Retirement Partners
California
$57K +$28.2K +1,596 +98%
MWM
328
MinichMacGregor Wealth Management
New York
$55K – – –
GWM
329
Geneos Wealth Management
Colorado
$52K – – –
PG
330
Patten Group
Tennessee
$49K -$1.72K -96 -3%
JPMorgan Chase & Co
331
JPMorgan Chase & Co
New York
$49K +$49K +2,781 New
TSW
332
Thompson Siegel & Walmsley
Virginia
$48K – – –
CMBA
333
C.M. Bidwell & Associates
Hawaii
$46K +$46K +2,595 New
MSFP
334
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
BCM
335
Blume Capital Management
California
$38K +$214 +12 +0.6%
FPFS
336
First Personal Financial Services
North Carolina
$35K – – –
Citigroup
337
Citigroup
New York
$31K – – –
BWM
338
Baystate Wealth Management
Massachusetts
$29K – – –
SP
339
SWS Partners
Ohio
$27K +$27K +1,503 New
AWM
340
AllSquare Wealth Management
New York
$24K +$24K +1,350 New
M
341
MOTCO
Texas
$23K +$23K +1,323 New
SSB
342
Sandy Spring Bank
Maryland
$21K – – –
PO
343
Private Ocean
California
$21K +$5.26K +291 +33%
SEI Investments
344
SEI Investments
Pennsylvania
$17K +$424 +24 +3%
WC
345
Westwind Capital
New Mexico
$17K +$17K +933 New
NSIM
346
North Star Investment Management
Illinois
$15K -$3.82K -210 -20%
SMG
347
Spectrum Management Group
Indiana
$15K – – –
VIA
348
Vantage Investment Advisors
Pennsylvania
$12K +$553 +30 +5%
ME
349
McIlrath & Eck
Washington
$12K +$12K +675 New
HI
350
Hudock Inc
Pennsylvania
$12K +$12K +696 New
12 13
14
15 16