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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

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

Top Buyers

1
MWA
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
CWH Capital Management
Washington
$15.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
Morgan Stanley
New York
$15.7M
4
BFG
Bouchey Financial Group
New York
$266K
5
MI
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
326
Stratos Wealth Partners
Ohio
$104K -$26.5K -1,497 -20%
RCA
327
Rowland Carmichael Advisors
Arizona
$104K -$3.66K -207 -3%
ML
328
McAdam LLC
Pennsylvania
$103K +$103K +5,856 New
BFC
329
Bedel Financial Consulting
Indiana
$99K +$99K +5,604 New
GWM
330
Geneos Wealth Management
Colorado
$93K +$40.9K +2,346 +79%
GRP
331
Global Retirement Partners
California
$86K +$28.9K +1,632 +51%
CDIA
332
Capital Directions Investment Advisors
Georgia
$83K +$1.32K +75 +2%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$81K +$211 +12 +0.3%
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$74K – – –
CWM
335
Cranbrook Wealth Management
Michigan
$67K – – –
Deutsche Bank
336
Deutsche Bank
Germany
$66K +$66K +3,774 New
RCG
337
Ruggie Capital Group
Florida
$58K -$18.9K -1,071 -25%
MWM
338
MinichMacGregor Wealth Management
New York
$55K – – –
PG
339
Patten Group
Tennessee
$49K +$320 +18 +0.7%
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$49K +$49K +2,766 New
PFA
341
Pathway Financial Advisors
Vermont
$48K -$54.1K -3,063 -53%
FIB
342
First Interstate Bank
Montana
$48K -$14.9K -840 -24%
TSW
343
Thompson Siegel & Walmsley
Virginia
$48K – – –
CMBA
344
C.M. Bidwell & Associates
Hawaii
$45K -$262 -15 -0.6%
MSFP
345
Mark Sheptoff Financial Planning
Connecticut
$38K – – –
BCM
346
Blume Capital Management
California
$37K +$52 +3 +0.1%
WTC
347
WhitTier Trust Company
Nevada
$36K +$36K +2,040 New
KCPG
348
Kavar Capital Partners Group
Kansas
$36K +$36K +2,046 New
CAC
349
Certified Advisory Corp
Florida
$34K -$3.06M -177,540 -99%
SSB
350
Sandy Spring Bank
Maryland
$33K +$12.5K +717 +61%
12 13
14
15 16