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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
2
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
5
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$199M
2
SI
2
SII Investments
Wisconsin
$2.38M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$36M
4
AL
4
Aspiriant LLC
California
$757K
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Planning Alternatives
Michigan
$12.5M 701,394 -38,001 -5%
JFG
27
JMG Financial Group
Illinois
$12.2M 688,719 -15,297 -2%
MAG
28
Mokosak Advisory Group
Iowa
$12.2M 688,275 +688,275 New
NCM
29
Northwest Capital Management
Oregon
$11.7M 657,576 +657,576 New
BWL
30
Bogart Wealth LLC
Virginia
$11.7M 656,478 +18,180 +3%
RRC
31
Relaxing Retirement Coach
Massachusetts
$11.6M 653,904 +653,904 New
DP
32
Denver PWM
Colorado
$11.5M 648,231 +13,572 +2%
MFT
33
Moisand Fitzgerald Tamayo
Florida
$11.4M 643,692 -21,543 -3%
Ameriprise
34
Ameriprise
Minnesota
$11.4M 641,739 +14,082 +2%
FC
35
Financial Consulate
Maryland
$11.3M 634,884 +47,895 +8%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$11.1M 606,096 +42,300 +8%
LPL Financial
37
LPL Financial
California
$10.5M 589,812 +94,143 +19%
Wells Fargo
38
Wells Fargo
California
$10.4M 587,199 +8,115 +1%
LIM
39
Leavell Investment Management
Alabama
$10.4M 583,689 +10,332 +2%
ECML
40
Eagle Capital Management (Louisiana)
Louisiana
$10M 563,391 -4,938 -0.9%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$9.81M 552,603 +331,338 +150%
HA
42
Harfst & Associates
Wyoming
$9.03M 508,782 -37,092 -7%
SFG
43
Sage Financial Group
Pennsylvania
$8.93M 503,016 +44,238 +10%
ODCM
44
Old Dominion Capital Management
Virginia
$8.76M 493,428 +12,630 +3%
MAM
45
Marquette Asset Management
Minnesota
$8.71M 490,314 +3,882 +0.8%
SFS
46
Summit Financial Strategies
Ohio
$8.7M 489,873 +28,017 +6%
SJIM
47
St. Johns Investment Management
Florida
$8.6M 484,173 -12,090 -2%
UCFA
48
United Capital Financial Advisors
Texas
$8.57M 482,448 -5,088 -1%
NWS
49
Newport Wealth Strategies
California
$8.56M 466,251 +466,251 New
GAM
50
Gemmer Asset Management
California
$8.33M 469,107 +11,052 +2%
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