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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.1M
2
AA
2
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$60.5M
4
LFAS
4
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
5
Jane Street
New York
$9.68M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
2
Tradewinds Capital Management
Washington
$7.01M
3
HA
3
Harfst & Associates
Wyoming
$2.71M
4
CWM
4
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
26
Pinkerton Retirement Specialists
Idaho
$16.5M +$216K +11,187 +1%
LPL Financial
27
LPL Financial
California
$16.3M +$756K +39,192 +5%
WA
28
WealthTrust-Arizona
Arizona
$15.7M +$121K +6,282 +0.8%
SAM
29
Summit Asset Management
Tennessee
$15.6M +$57.2K +2,967 +0.4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$15M +$39.1K +2,028 +0.3%
MAG
31
Mokosak Advisory Group
Iowa
$14.5M +$384K +19,905 +3%
NCM
32
Northwest Capital Management
Oregon
$14.3M +$630K +32,688 +5%
Wells Fargo
33
Wells Fargo
California
$13.8M -$431K -22,332 -3%
SFS
34
Summit Financial Strategies
Ohio
$12.8M +$370K +19,206 +3%
MFT
35
Moisand Fitzgerald Tamayo
Florida
$12.7M -$16.9K -879 -0.1%
LIM
36
Leavell Investment Management
Alabama
$12.5M -$138K -7,176 -1%
BWM
37
BerganKDV Wealth Management
Minnesota
$12.3M -$782K -40,548 -6%
CCM
38
CWH Capital Management
Washington
$12.3M -$2.89M -149,820 -19%
DP
39
Denver PWM
Colorado
$12.2M +$12.2M +685,947 New
MI
40
Moneywise Inc
Virginia
$11.7M -$106K -5,499 -0.9%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$11.7M +$506K +26,268 +5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$78.2K +4,542 +0.7%
Creative Planning
43
Creative Planning
Kansas
$10.9M +$546K +28,299 +5%
KP
44
Keel Point
Alabama
$10.6M +$150K +7,782 +1%
PEA
45
Pacific Edge Advisors
California
$10.4M -$595K -30,885 -5%
GAM
46
Gemmer Asset Management
California
$10.2M +$747K +38,736 +8%
HighTower Advisors
47
HighTower Advisors
Illinois
$10.1M +$414K +21,486 +4%
FC
48
Financial Consulate
Maryland
$10.1M -$3.5M -181,644 -26%
SFG
49
Sage Financial Group
Pennsylvania
$10M +$29.7K +1,542 +0.3%
ECML
50
Eagle Capital Management (Louisiana)
Louisiana
$9.71M +$251K +13,020 +3%
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