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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
3
Asset Advisors Corp
Georgia
$8.14M
4
BAM
4
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
5
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
NP
2
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
3
Wells Fargo
California
$9.65M
4
Jane Street
4
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$5.44M +$215K +13,650 +4%
KKAMG
52
Kernodle & Katon Asset Management Group
Arkansas
$4.94M -$291K -18,429 -6%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.73M +$648K +41,172 +16%
AWMG
54
Alliance Wealth Management Group
New Jersey
$4.66M +$4.66M +290,907 New
UCFA
55
United Capital Financial Advisors
Texas
$4.52M -$179K -11,376 -4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$4.34M +$1.2M +75,864 +38%
AWM
57
Avior Wealth Management
Nebraska
$4.27M +$7.53K +477 +0.2%
AWS
58
AJ Wealth Strategies
New York
$3.95M +$756K +47,904 +24%
MAS
59
Madden Advisory Services
Florida
$3.91M -$152K -9,666 -4%
AMG
60
Asset Management Group
Connecticut
$3.72M +$602K +38,187 +19%
LF
61
Lee Financial
Texas
$3.65M +$3.19M +202,440 +695%
BCMO
62
Buckingham Capital Management (Ohio)
Ohio
$3.62M +$634K +40,185 +21%
JWS
63
Juncture Wealth Strategies
Arizona
$3.59M +$376K +23,838 +12%
VNA
64
Valley National Advisers
Pennsylvania
$3.59M -$602K -38,160 -14%
OCM
65
One Capital Management
California
$3.56M -$14.7K -933 -0.4%
CIAS
66
Capital Investment Advisory Services
North Carolina
$3.51M +$179K +11,325 +5%
KBFS
67
Kohmann Bosshard Financial Services
Ohio
$3.46M +$295K +18,669 +9%
TCM
68
Tradewinds Capital Management
Washington
$3.45M -$183K -11,583 -5%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$3.41M +$2.48M +157,023 +266%
CMP
70
Courage Miller Partners
Virginia
$3.37M +$124K +7,881 +4%
SPIA
71
Steward Partners Investment Advisory
New York
$3.34M +$612K +38,781 +22%
CCM
72
Colorado Capital Management
Colorado
$3.28M +$417K +26,448 +15%
BSB
73
Bangor Savings Bank
Maine
$3.26M +$305K +19,344 +10%
Creative Planning
74
Creative Planning
Kansas
$3.16M +$636K +40,296 +25%
KF
75
Krilogy Financial
Missouri
$3.12M – – –
1 2
3
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