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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 %
RCG
401
Ruggie Capital Group
Florida
$27K +$15.2K +798 +130%
AWM
402
AllSquare Wealth Management
New York
$26K – – –
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$25K +1,317 New
WAS
404
WESPAC Advisors SoCal
California
$23K – – –
SIAP
405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K +$13.2K +678 +151%
FPFS
406
First Personal Financial Services
North Carolina
$20K -$10.1K -525 -34%
NSIM
407
North Star Investment Management
Illinois
$16K – – –
CFGS
408
Concourse Financial Group Securities
Alabama
$16K +$16K +840 New
HDIM
409
Hanson & Doremus Investment Management
Vermont
$15K -$29.6K -1,557 -66%
William Blair & Company
410
William Blair & Company
Illinois
$15K -$20.3K -1,056 -58%
BWP
411
Baldwin Wealth Partners
Massachusetts
$13K – – –
CB
412
CNB Bank
Pennsylvania
$13K – – –
VIA
413
Vantage Investment Advisors
Pennsylvania
$13K +$240 +12 +2%
LFG
414
LifePlan Financial Group
Ohio
$12K +$12K +609 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$11K +$11K +582 New
ME
416
McIlrath & Eck
Washington
$10K – – –
1IA
417
1834 Investment Advisors
Wisconsin
$9K – – –
TL
418
TrueWealth LLC
Georgia
$9K – – –
RBC
419
Roble Belko & Company
Pennsylvania
$7K – – –
HCM
420
Horrell Capital Management
Arkansas
$7K – – –
FMP
421
Financial Management Professionals
Texas
$6K – – –
SMG
422
Spectrum Management Group
Indiana
$6K – – –
WEC
423
Winslow Evans & Crocker
Massachusetts
$6K – – –
RCAG
424
Rehmann Capital Advisory Group
Michigan
$5.61K -$68.7K -3,564 -92%
MIM
425
Macroview Investment Management
Maryland
$5K +$3.07K +171 +158%
14 15 16
17
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