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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
2
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
3
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
5
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$15.8M
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.7M
4
BFG
4
Bouchey Financial Group
New York
$266K
5
MI
5
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Summit Asset Management
Tennessee
$14.2M +$689K +39,114 +5%
WA
27
WealthTrust-Arizona
Arizona
$14.2M -$695K -39,420 -5%
LPL Financial
28
LPL Financial
California
$13.8M +$3.36M +190,668 +32%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$13.5M +$260K +14,724 +2%
BWL
30
Bogart Wealth LLC
Virginia
$13.5M +$1.88M +106,134 +16%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$12.5M +$5.66M +321,366 +82%
EVM
32
Eaton Vance Management
Massachusetts
$12.5M +$6.13M +347,646 +97%
MAG
33
Mokosak Advisory Group
Iowa
$12.5M +$326K +18,519 +3%
NCM
34
Northwest Capital Management
Oregon
$12.3M +$719K +40,794 +6%
JFG
35
JMG Financial Group
Illinois
$12.2M +$89.3K +5,064 +0.7%
DP
36
Denver PWM
Colorado
$12.1M +$316K +17,367 +3%
FC
37
Financial Consulate
Maryland
$11.9M +$716K +40,650 +6%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$11.5M +$162K +9,171 +1%
Wells Fargo
39
Wells Fargo
California
$11.3M +$910K +51,633 +9%
MI
40
Moneywise Inc
Virginia
$11.2M -$4.5M -255,069 -29%
LIM
41
Leavell Investment Management
Alabama
$11.2M +$922K +52,281 +9%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$468K +26,508 +4%
PEA
43
Pacific Edge Advisors
California
$10.3M +$2.41M +136,785 +31%
SFS
44
Summit Financial Strategies
Ohio
$9.6M +$960K +54,480 +11%
SFG
45
Sage Financial Group
Pennsylvania
$9.21M +$346K +19,647 +4%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$9.07M +$1.05M +59,340 +13%
HighTower Advisors
47
HighTower Advisors
Illinois
$8.76M +$1.34M +76,317 +18%
MAM
48
Marquette Asset Management
Minnesota
$8.74M +$96.5K +5,475 +1%
ODCM
49
Old Dominion Capital Management
Virginia
$8.66M -$34.4K -1,953 -0.4%
RRC
50
Relaxing Retirement Coach
Massachusetts
$8.64M -$2.88M -163,485 -25%
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