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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
3
Asset Advisors Corp
Georgia
$8.14M
4
BAM
4
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
5
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
NP
2
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
3
Wells Fargo
California
$9.65M
4
Jane Street
4
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$9.7M +$583K +36,972 +6%
Wells Fargo
27
Wells Fargo
California
$9.65M -$2.7M -171,021 -22%
HA
28
Harfst & Associates
Wyoming
$9.2M -$282K -17,901 -3%
ECML
29
Eagle Capital Management (Louisiana)
Louisiana
$8.76M +$1.18M +74,616 +16%
FC
30
Financial Consulate
Maryland
$8.31M +$2.39M +151,452 +40%
AAC
31
Asset Advisors Corp
Georgia
$8.14M +$8.14M +515,715 New
RWM
32
RKL Wealth Management
Pennsylvania
$7.75M +$3.55M +225,123 +85%
SJIM
33
St. Johns Investment Management
Florida
$7.69M +$380K +24,057 +5%
LIM
34
Leavell Investment Management
Alabama
$7.67M +$493K +31,227 +7%
ODCM
35
Old Dominion Capital Management
Virginia
$7.51M +$200K +12,705 +3%
PFG
36
Piershale Financial Group
Illinois
$7.33M +$602K +38,166 +9%
LPL Financial
37
LPL Financial
California
$7.23M +$156K +9,957 +2%
GAM
38
Gemmer Asset Management
California
$6.88M +$366K +23,178 +6%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$6.77M -$1.46M -93,594 -18%
SFS
40
Summit Financial Strategies
Ohio
$6.59M +$291K +18,474 +5%
BAM
41
Berkshire Asset Management
Pennsylvania
$6.55M +$6.55M +414,951 New
LIM
42
Lathrop Investment Management
Arkansas
$6.47M +$31.5K +1,995 +0.5%
LCM
43
Leisure Capital Management
California
$6.4M +$42.9K +2,718 +0.7%
WMG
44
WESCAP Management Group
California
$6.22M -$181K -11,481 -3%
Ameriprise
45
Ameriprise
Minnesota
$6.13M +$2.08M +135,990 +51%
TSWM
46
Triangle Securities Wealth Management
North Carolina
$6.04M +$699K +44,301 +13%
SFG
47
Sage Financial Group
Pennsylvania
$6.02M +$1.23M +77,706 +26%
CCP
48
Cardan Capital Partners
Colorado
$5.93M +$5.93M +375,834 New
BFG
49
Bouchey Financial Group
New York
$5.76M -$230K -14,574 -4%
MAM
50
Marquette Asset Management
Minnesota
$5.71M +$62.2K +3,942 +1%
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