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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

307 hedge funds and large institutions have $1.17B invested in Schwab US Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
307
Holders Change
+21
Holders Change %
+7.34%
% of All Funds
7.67%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
38
Increased
167
Reduced
67
Closed
17
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$11K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$27.7M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$12.4M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$44.1M
4
AWM
4
Avior Wealth Management
Nebraska
$4.84M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.14M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$5.74M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
5
JMG Financial Group
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$11.3M +$900K +53,919 +9%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$11.1M +$285K +17,091 +3%
DP
28
Denver PWM
Colorado
$10.9M +$10.9M +634,659 New
UBS Group
29
UBS Group
Switzerland
$10.8M +$417K +24,948 +4%
BWL
30
Bogart Wealth LLC
Virginia
$10.8M -$599K -35,538 -5%
Ameriprise
31
Ameriprise
Minnesota
$10.5M +$1.72M +102,915 +20%
FC
32
Financial Consulate
Maryland
$9.81M +$299K +17,901 +3%
Wells Fargo
33
Wells Fargo
California
$9.67M +$84.7K +5,070 +0.9%
LIM
34
Leavell Investment Management
Alabama
$9.58M +$260K +15,558 +3%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$9.52M +$888K +52,572 +10%
ECML
36
Eagle Capital Management (Louisiana)
Louisiana
$9.49M -$82.8K -4,959 -0.9%
HA
37
Harfst & Associates
Wyoming
$9.12M -$504K -30,171 -5%
AL
38
Aspiriant LLC
California
$8.53M -$1.73M -103,677 -17%
SJIM
39
St. Johns Investment Management
Florida
$8.29M -$147K -8,787 -2%
LPL Financial
40
LPL Financial
California
$8.28M -$121K -7,236 -1%
UCFA
41
United Capital Financial Advisors
Texas
$8.14M +$3.97M +237,717 +95%
MAM
42
Marquette Asset Management
Minnesota
$8.13M +$2.09M +124,923 +35%
MCIA
43
Mountain Capital Investment Advisors
Colorado
$8.09M -$1.05M -62,637 -11%
ODCM
44
Old Dominion Capital Management
Virginia
$8.03M +$11.3K +678 +0.1%
SFS
45
Summit Financial Strategies
Ohio
$7.72M +$355K +21,273 +5%
IWMA
46
Ironwood Wealth Management (Arizona)
Arizona
$7.7M +$7.7M +460,914 New
SFG
47
Sage Financial Group
Pennsylvania
$7.66M +$364K +21,801 +5%
GAM
48
Gemmer Asset Management
California
$7.65M +$262K +15,711 +4%
AAC
49
Asset Advisors Corp
Georgia
$7.62M -$1.37M -81,810 -15%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$7.26M +$292K +17,475 +4%
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