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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
1
AT Bancorp
Iowa
$65.2M
2
BWL
2
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
3
Creative Planning
Kansas
$10.7M
4
ECM
4
Exchange Capital Management
Michigan
$4.68M
5
RWM
5
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
26
Moisand Fitzgerald Tamayo
Florida
$10.4M +$243K +15,114 +2%
SI
27
SII Investments
Wisconsin
$10M +$169K +10,560 +2%
UBS Group
28
UBS Group
Switzerland
$10M +$92.3K +5,751 +0.9%
AL
29
Aspiriant LLC
California
$9.87M -$1.75M -109,005 -15%
HA
30
Harfst & Associates
Wyoming
$9.25M -$118K -7,320 -1%
Wells Fargo
31
Wells Fargo
California
$9.22M -$606K -37,722 -6%
ECML
32
Eagle Capital Management (Louisiana)
Louisiana
$9.2M +$289K +17,973 +3%
FC
33
Financial Consulate
Maryland
$9.14M +$680K +42,339 +8%
LIM
34
Leavell Investment Management
Alabama
$8.96M +$1.15M +71,643 +15%
MCIA
35
Mountain Capital Investment Advisors
Colorado
$8.78M +$8.78M +546,756 New
AAC
36
Asset Advisors Corp
Georgia
$8.63M +$355K +22,125 +4%
Ameriprise
37
Ameriprise
Minnesota
$8.41M +$1.99M +123,936 +31%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$8.2M +$1.26M +78,363 +18%
SJIM
39
St. Johns Investment Management
Florida
$8.11M +$286K +17,814 +4%
LPL Financial
40
LPL Financial
California
$8.07M +$673K +41,904 +9%
ODCM
41
Old Dominion Capital Management
Virginia
$7.71M +$63.3K +3,942 +0.8%
PFG
42
Piershale Financial Group
Illinois
$7.33M – – –
GAM
43
Gemmer Asset Management
California
$7.1M +$102K +6,378 +1%
SFS
44
Summit Financial Strategies
Ohio
$7.07M +$369K +22,980 +6%
SFG
45
Sage Financial Group
Pennsylvania
$7.02M +$887K +55,236 +14%
TSWM
46
Triangle Securities Wealth Management
North Carolina
$6.7M +$556K +34,638 +9%
BAM
47
Berkshire Asset Management
Pennsylvania
$6.67M +$9.68K +603 +0.1%
LIM
48
Lathrop Investment Management
Arkansas
$6.52M -$70.4K -4,383 -1%
LCM
49
Leisure Capital Management
California
$6.38M -$141K -8,775 -2%
WMG
50
WESCAP Management Group
California
$6.18M -$151K -9,432 -2%
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