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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 %
CDIA
376
Capital Directions Investment Advisors
Georgia
$84K – – –
TSW
377
Thompson Siegel & Walmsley
Virginia
$75K +$23.1K +1,200 +44%
CAC
378
Certified Advisory Corp
Florida
$74K +$12.5K +651 +20%
CWM
379
Cranbrook Wealth Management
Michigan
$73K – – –
OIA
380
Optimum Investment Advisors
Illinois
$70K +$70K +3,621 New
CCM
381
Covington Capital Management
California
$65K -$27.3K -1,419 -30%
FHA
382
Flagship Harbor Advisors
Massachusetts
$65K -$9.75K -510 -13%
UBS AM
383
UBS AM
Illinois
$62.8K +$62.8K +3,255 New
FHA
384
First Horizon Advisors
Tennessee
$62K +$40.7K +2,148 +191%
MWM
385
MinichMacGregor Wealth Management
New York
$60K – – –
PG
386
Patten Group
Tennessee
$54K -$58 -3 -0.1%
FIB
387
First Interstate Bank
Montana
$52K – – –
CFD
388
Creative Financial Designs
Indiana
$43K +$35.4K +1,821 +467%
MSFP
389
Mark Sheptoff Financial Planning
Connecticut
$42K – – –
BCM
390
Blume Capital Management
California
$41K – – –
PA
391
Parallel Advisors
California
$38K +$7.91K +414 +26%
DPA
392
Delphi Private Advisors
California
$35K – – –
SSB
393
Sandy Spring Bank
Maryland
$35K – – –
PWAG
394
Polaris Wealth Advisory Group
California
$35K +$14.2K +732 +69%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$35K +$35K +1,821 New
Citigroup
396
Citigroup
New York
$34K -$1.52K -78 -4%
RFC
397
Regions Financial Corp
Alabama
$33K – – –
BlackRock
398
BlackRock
New York
$32K +$57 +3 +0.2%
SIM
399
Sonora Investment Management
Arizona
$32K +$32K +1,641 New
ADL
400
Asset Dedication LLC
California
$27K +$5.92K +300 +28%
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16
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