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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 %
SMG
376
Spectrum Management Group
Indiana
$6K -$9.71K -510 -62%
RBC
377
Roble Belko & Company
Pennsylvania
$6K – – –
HCM
378
Horrell Capital Management
Arkansas
$6K – – –
WEC
379
Winslow Evans & Crocker
Massachusetts
$5.29K – – –
FMP
380
Financial Management Professionals
Texas
$5K – – –
BWA
381
Burt Wealth Advisors
Maryland
$4K – – –
BAM
382
Barrett Asset Management
New York
$4K – – –
WCM
383
Whitener Capital Management
North Carolina
$4K +$675 +39 +20%
GI
384
GS Investments
Minnesota
$3.23K – – –
DSN
385
D. Scott Neal
Kentucky
$3K -$917K -55,929 -100%
TCOV
386
Trust Company of Vermont
Vermont
$3K – – –
CAGAS
387
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +186 New
SLF
388
Sun Life Financial
Ontario, Canada
$2.38K -$42.4K -6,747 -95%
FA
389
Fagan Associates
New York
$1.65K +$146 +8,265 +10%
SI
390
SII Investments
Wisconsin
– -$2.38M -134,379 Closed
KM
391
Kalos Management
Georgia
– -$559K -32,289 Closed
BL
392
BCWM LLC
Kansas
– -$500K -28,143 Closed
A
393
AdvicePeriod
California
– -$483K -27,219 Closed
BL
394
Balentine LLC
Georgia
– -$375K -21,093 Closed
Janney Montgomery Scott
395
Janney Montgomery Scott
Pennsylvania
– -$265K -14,940 Closed
BFPW
396
BOK Financial Private Wealth
Colorado
– -$260K -14,652 Closed
EWA
397
EP Wealth Advisors
California
– -$242K -13,650 Closed
BWP
398
BSW Wealth Partners
Colorado
– -$230K -12,939 Closed
DADC
399
D.A. Davidson & Co
Montana
– -$227K -12,768 Closed
PSUF
400
People's United Financial
Connecticut
– -$225K -12,678 Closed
13 14 15
16
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