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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$43.2M
3
KP
3
Keel Point
Alabama
$9.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$26M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
2
Jane Street
New York
$2.83M
3
EVM
3
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
4
Newport Wealth Strategies
California
$4.33M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
351
BDO Wealth Advisors
Florida
$91K +$91K +4,950 New
GRP
352
Global Retirement Partners
California
$90K +$1.21K +66 +1%
CCM
353
Covington Capital Management
California
$88K +$88K +4,800 New
CDIA
354
Capital Directions Investment Advisors
Georgia
$80K -$6.32K -345 -7%
FHA
355
Flagship Harbor Advisors
Massachusetts
$71K +$71K +3,909 New
RCAG
356
Rehmann Capital Advisory Group
Michigan
$70.5K +$70.5K +3,855 New
CWM
357
Cranbrook Wealth Management
Michigan
$70K – – –
CAC
358
Certified Advisory Corp
Florida
$58K +$22.1K +1,218 +62%
MWM
359
MinichMacGregor Wealth Management
New York
$57K – – –
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$51K +$110 +6 +0.2%
PG
361
Patten Group
Tennessee
$51K +$711 +39 +1%
PFA
362
Pathway Financial Advisors
Vermont
$50K – – –
FIB
363
First Interstate Bank
Montana
$50K – – –
TSW
364
Thompson Siegel & Walmsley
Virginia
$49K – – –
MSFP
365
Mark Sheptoff Financial Planning
Connecticut
$40K – – –
BCM
366
Blume Capital Management
California
$39K +$55 +3 +0.1%
KCPG
367
Kavar Capital Partners Group
Kansas
$37K – – –
BCA
368
Bay Colony Advisors
Massachusetts
$36K +$36K +1,974 New
William Blair & Company
369
William Blair & Company
Illinois
$34K +$19.6K +1,056 +135%
SSB
370
Sandy Spring Bank
Maryland
$33K -$1.65K -90 -5%
Citigroup
371
Citigroup
New York
$33K +$1.52K +84 +5%
DPA
372
Delphi Private Advisors
California
$33K +$33K +1,821 New
RFC
373
Regions Financial Corp
Alabama
$32K – – –
PMG
374
ProVise Management Group
Florida
$31.5K +$650 +24,720 +2%
BlackRock
375
BlackRock
New York
$31K – – –
13 14
15
16 17