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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 %
IWM
351
IHT Wealth Management
Illinois
$11K +$11K +630 New
PA
352
Parallel Advisors
California
$10K +$54 +3 +0.5%
SIAP
353
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$7.9K +450 +375%
SPI
354
Santori & Peters Inc
Pennsylvania
$10K +$10K +609 New
TL
355
TrueWealth LLC
Georgia
$9K +$9K +480 New
CFD
356
Creative Financial Designs
Indiana
$7K – – –
CA
357
Crewe Advisors
Utah
$7K +$7K +402 New
HCM
358
Horrell Capital Management
Arkansas
$6K – – –
RBC
359
Roble Belko & Company
Pennsylvania
$6K – – –
WEC
360
Winslow Evans & Crocker
Massachusetts
$5.33K – – –
FMP
361
Financial Management Professionals
Texas
$5K – – –
BAM
362
Barrett Asset Management
New York
$4K – – –
BWA
363
Burt Wealth Advisors
Maryland
$4K – – –
BlackRock
364
BlackRock
New York
$4K – – –
GI
365
GS Investments
Minnesota
$3.24K +$3.24K +183 New
TCOV
366
Trust Company of Vermont
Vermont
$3K +$3K +168 New
WCM
367
Whitener Capital Management
North Carolina
$3K +$3K +192 New
NPC
368
National Planning Corporation
California
$2.72K -$939K -52,896 -100%
FA
369
Fagan Associates
New York
$1.52K +$64 +3,627 +4%
ICOA
370
Investment Centers of America
North Dakota
– -$1.41M -84,087 Closed
SIA
371
Starfire Investment Advisers
Michigan
– -$1.29M -77,409 Closed
SG Americas Securities
372
SG Americas Securities
New York
– -$565K -33,810 Closed
Baird Financial Group
373
Baird Financial Group
Wisconsin
– -$487K -29,145 Closed
SMC
374
Smith, Moore & Co
Missouri
– -$266K -15,945 Closed
DCM
375
Donaldson Capital Management
Indiana
– -$247K -14,763 Closed
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15
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