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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 %
CA
326
Continuum Advisory
Idaho
$274K -$5.29K -276 -2%
PPA
327
Parametric Portfolio Associates
Washington
$273K – – –
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$255K +$41.9K +2,172 +20%
PIM
329
Penobscot Investment Management
Massachusetts
$250K +$7.81K +405 +3%
SCA
330
Stillwater Capital Advisors
Pennsylvania
$249K +$249K +12,915 New
TPW
331
Tiller Private Wealth
Pennsylvania
$240K – – –
RWP
332
RWA Wealth Partners
Massachusetts
$240K +$62.9K +3,267 +36%
CG
333
Colony Group
Massachusetts
$234K – – –
PL
334
Plancorp LLC
Missouri
$234K +$58 +3 +0%
GG
335
Greenwood Gearhart
Arkansas
$233K +$1.16K +60 +0.5%
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$232K -$5.85K -303 -2%
Renaissance Technologies
337
Renaissance Technologies
New York
$231K -$664K -34,500 -74%
BFG
338
Bouchey Financial Group
New York
$231K -$59.9K -3,111 -21%
NCM
339
Novare Capital Management
North Carolina
$231K -$3.35K -174 -1%
CPIG
340
Chicago Partners Investment Group
Illinois
$228K +$57.5K +3,372 +34%
Stifel Financial
341
Stifel Financial
Missouri
$226K +$226K +11,646 New
RFA
342
Reilly Financial Advisors
California
$224K -$71.1K -3,693 -24%
RW
343
REDW Wealth
New Mexico
$224K -$1.73K -90 -0.8%
DCM
344
Donaldson Capital Management
Indiana
$224K +$11.3K +585 +5%
CCB
345
Cutter & Co Brokerage
Missouri
$224K +$224K +11,598 New
AWM
346
Altium Wealth Management
New York
$221K – – –
RCC
347
Red Cedar Capital
Nebraska
$218K +$12K +621 +6%
BCM
348
BTR Capital Management
California
$217K – – –
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$213K +$60.5K +3,144 +40%
Deutsche Bank
350
Deutsche Bank
Germany
$213K +$83.1K +4,314 +64%
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14
15 16