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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 %
WAM
351
Watermark Asset Management
California
$211K +$348 +18 +0.2%
KTC
352
Kistler-Tiffany Companies
Pennsylvania
$210K +$40.7K +2,112 +24%
BWP
353
BSW Wealth Partners
Colorado
$206K +$206K +10,692 New
MWP
354
MYCIO Wealth Partners
Pennsylvania
$205K +$205K +10,623 New
BCM
355
Breiter Capital Management
Florida
$203K +$203K +10,545 New
DBRC
356
D.B. Root & Company
Pennsylvania
$203K +$203K +10,554 New
MCP
357
Mirador Capital Partners
California
$202K +$202K +10,497 New
VFA
358
Valeo Financial Advisors
Indiana
$164K -$34.2K -1,950 -17%
APSI
359
Asset Planning Services Inc
Louisiana
$151K +$151K +7,836 New
Bank of Montreal
360
Bank of Montreal
Ontario, Canada
$147K -$2.54K -132 -2%
SQA
361
Simon Quick Advisors
New Jersey
$146K -$12.9K -669 -8%
SBL
362
Sargent Bickham Lagudis
Colorado
$145K -$1.04K -54 -0.7%
GWM
363
Geneos Wealth Management
Colorado
$144K +$38.5K +2,001 +37%
SLF
364
Sun Life Financial
Ontario, Canada
$137K – – –
SFSIG
365
San Francisco Sentry Investment Group
California
$136K – – –
DSC
366
Duncker Streett & Co
Missouri
$125K +$19K +981 +18%
BFC
367
Bedel Financial Consulting
Indiana
$122K +$19K +1,050 +18%
WTC
368
WhitTier Trust Company
Nevada
$117K – – –
APP
369
Avantax Planning Partners
Iowa
$116K +$116K +6,018 New
Fidelity Investments
370
Fidelity Investments
Massachusetts
$115K +$115K +6,000 New
SWP
371
Stratos Wealth Partners
Ohio
$109K +$109K +5,661 New
RCA
372
Rowland Carmichael Advisors
Arizona
$107K – – –
ML
373
McAdam LLC
Pennsylvania
$104K -$2.63K -138 -2%
BWA
374
BDO Wealth Advisors
Florida
$95K – – –
GRP
375
Global Retirement Partners
California
$95K +$116 +6 +0.1%
13 14
15
16 17