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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$43.2M
3
KP
3
Keel Point
Alabama
$9.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$26M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
2
Jane Street
New York
$2.83M
3
EVM
3
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
4
Newport Wealth Strategies
California
$4.33M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Summit Asset Management
Tennessee
$14.7M +$34.3K +1,875 +0.2%
CCM
27
CWH Capital Management
Washington
$14.4M -$2.03M -111,018 -12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$14.2M +$170K +9,315 +1%
JFG
29
JMG Financial Group
Illinois
$13.6M +$862K +47,106 +7%
Wells Fargo
30
Wells Fargo
California
$13.5M +$1.82M +99,630 +16%
MAG
31
Mokosak Advisory Group
Iowa
$13.4M +$414K +22,614 +3%
NCM
32
Northwest Capital Management
Oregon
$12.9M +$153K +8,376 +1%
FC
33
Financial Consulate
Maryland
$12.9M +$516K +28,227 +4%
BWM
34
BerganKDV Wealth Management
Minnesota
$12.4M -$2.68M -146,289 -18%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$477K +25,350 +4%
MFT
36
Moisand Fitzgerald Tamayo
Florida
$12.1M +$155K +8,481 +1%
LIM
37
Leavell Investment Management
Alabama
$12M +$314K +17,151 +3%
SFS
38
Summit Financial Strategies
Ohio
$11.8M +$1.88M +102,852 +19%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$11.7M +$3.03M +165,684 +35%
MI
40
Moneywise Inc
Virginia
$11.2M -$450K -24,594 -4%
TCM
41
Tradewinds Capital Management
Washington
$10.9M +$4.19M +229,167 +63%
BCMO
42
Buckingham Capital Management (Ohio)
Ohio
$10.6M +$1.18M +64,446 +13%
PEA
43
Pacific Edge Advisors
California
$10.5M -$202K -11,040 -2%
KP
44
Keel Point
Alabama
$9.93M +$9.93M +542,649 New
Creative Planning
45
Creative Planning
Kansas
$9.86M +$1.4M +76,362 +17%
SFG
46
Sage Financial Group
Pennsylvania
$9.49M -$69.9K -3,822 -0.7%
HighTower Advisors
47
HighTower Advisors
Illinois
$9.21M +$114K +6,252 +1%
ODCM
48
Old Dominion Capital Management
Virginia
$9.05M +$58.3K +3,186 +0.6%
MAM
49
Marquette Asset Management
Minnesota
$9.01M -$59.6K -3,258 -0.7%
ECML
50
Eagle Capital Management (Louisiana)
Louisiana
$8.98M +$7.78M +425,196 +650%
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