SCHM icon

Schwab US Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
376
First Personal Financial Services
North Carolina
$29K
PA
377
Parallel Advisors
California
$28K +$18.1K +1,020 +184%
CMBA
378
C.M. Bidwell & Associates
Hawaii
$26K -$22.1K -1,185 -46%
AWM
379
AllSquare Wealth Management
New York
$25K
B
380
Bridgeworth
Alabama
$25K +$25K +1,395 New
FHA
381
First Horizon Advisors
Tennessee
$21K +$21K +1,125 New
ADL
382
Asset Dedication LLC
California
$20K +$20K +1,068 New
PWAG
383
Polaris Wealth Advisory Group
California
$19K -$7.95K -447 -30%
PO
384
Private Ocean
California
$17K -$8.34K -456 -33%
NSIM
385
North Star Investment Management
Illinois
$15K
HDIM
386
Hanson & Doremus Investment Management
Vermont
$14K +$14K +2,346 New
BWP
387
Baldwin Wealth Partners
Massachusetts
$13K
HI
388
Hudock Inc
Pennsylvania
$12K
CB
389
CNB Bank
Pennsylvania
$12K
VIA
390
Vantage Investment Advisors
Pennsylvania
$12K +$282 +15 +2%
RCG
391
Ruggie Capital Group
Florida
$11K -$47.6K -2,664 -81%
ME
392
McIlrath & Eck
Washington
$9K
TL
393
TrueWealth LLC
Georgia
$9K
1IA
394
1834 Investment Advisors
Wisconsin
$8K
SIAP
395
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K
HCM
396
Horrell Capital Management
Arkansas
$7K
CFD
397
Creative Financial Designs
Indiana
$7K
SMG
398
Spectrum Management Group
Indiana
$6K
FMP
399
Financial Management Professionals
Texas
$6K
WEC
400
Winslow Evans & Crocker
Massachusetts
$6K