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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
1
AT Bancorp
Iowa
$65.2M
2
BWL
2
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
3
Creative Planning
Kansas
$10.7M
4
ECM
4
Exchange Capital Management
Michigan
$4.68M
5
RWM
5
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Marquette Asset Management
Minnesota
$5.8M -$5.15K -321 -0.1%
BFG
52
Bouchey Financial Group
New York
$5.79M -$75.5K -4,701 -1%
HighTower Advisors
53
HighTower Advisors
Illinois
$5.7M +$889K +55,509 +18%
EVM
54
Eaton Vance Management
Massachusetts
$5.58M +$44.3K +2,760 +0.8%
AWMG
55
Alliance Wealth Management Group
New Jersey
$5.54M +$871K +54,324 +19%
AWS
56
AJ Wealth Strategies
New York
$4.93M +$906K +56,430 +23%
ECM
57
Exchange Capital Management
Michigan
$4.68M +$4.64M +289,287 +12,129%
AMG
58
Asset Management Group
Connecticut
$4.59M +$807K +50,274 +21%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$4.59M +$170K +10,599 +4%
BCMO
60
Buckingham Capital Management (Ohio)
Ohio
$4.46M +$781K +48,633 +21%
NDSI
61
Newman Dignan & Sheerar Inc
Rhode Island
$4.42M +$134K +8,331 +3%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$4.09M +$945K +58,857 +30%
LF
63
Lee Financial
Texas
$4.08M +$358K +22,293 +10%
UCFA
64
United Capital Financial Advisors
Texas
$4.01M -$585K -36,468 -13%
MAS
65
Madden Advisory Services
Florida
$3.98M +$3.23K +201 +0.1%
CCM
66
Colorado Capital Management
Colorado
$3.93M +$589K +36,705 +18%
SPIA
67
Steward Partners Investment Advisory
New York
$3.73M +$335K +20,901 +10%
JWS
68
Juncture Wealth Strategies
Arizona
$3.7M +$45.8K +2,853 +1%
TCM
69
Tradewinds Capital Management
Washington
$3.68M +$166K +10,329 +5%
CMP
70
Courage Miller Partners
Virginia
$3.6M +$167K +10,422 +5%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$3.58M +$747K +46,554 +26%
BSB
72
Bangor Savings Bank
Maine
$3.5M +$186K +11,562 +6%
CFA
73
Cahill Financial Advisors
Minnesota
$3.49M +$397K +24,711 +13%
KF
74
Krilogy Financial
Missouri
$3.41M +$81.8K +5,094 +2%
OCM
75
One Capital Management
California
$3.41M -$215K -13,377 -6%
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3
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