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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

307 hedge funds and large institutions have $1.17B invested in Schwab US Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
307
Holders Change
+21
Holders Change %
+7.34%
% of All Funds
7.67%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
38
Increased
167
Reduced
67
Closed
17
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$11K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$27.7M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$12.4M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$44.1M
4
AWM
4
Avior Wealth Management
Nebraska
$4.84M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.14M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$5.74M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
5
JMG Financial Group
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Berkshire Asset Management
Pennsylvania
$6.89M -$53.4K -3,195 -0.8%
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$6.87M +$3.52M +210,456 +105%
ECM
53
Exchange Capital Management
Michigan
$6.75M +$1.87M +112,185 +38%
LCM
54
Leisure Capital Management
California
$6.63M -$5.91K -354 -0.1%
LIM
55
Lathrop Investment Management
Arkansas
$6.49M -$292K -17,490 -4%
BCMO
56
Buckingham Capital Management (Ohio)
Ohio
$6.3M +$1.66M +99,597 +36%
WMG
57
WESCAP Management Group
California
$6.26M -$170K -10,155 -3%
HighTower Advisors
58
HighTower Advisors
Illinois
$6.06M +$93.7K +5,598 +2%
BFG
59
Bouchey Financial Group
New York
$6.01M -$12K -717 -0.2%
EVM
60
Eaton Vance Management
Massachusetts
$5.95M +$144K +8,640 +2%
AWS
61
AJ Wealth Strategies
New York
$5.9M +$769K +46,047 +15%
Creative Planning
62
Creative Planning
Kansas
$5.74M -$5.37M -321,249 -48%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$5.45M +$1.2M +71,622 +28%
LF
64
Lee Financial
Texas
$5.4M +$1.16M +69,240 +27%
AMG
65
Asset Management Group
Connecticut
$5.19M +$412K +24,669 +9%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$5.16M +$386K +23,100 +8%
AWM
67
Avior Wealth Management
Nebraska
$4.84M +$4.84M +290,028 New
NDSI
68
Newman Dignan & Sheerar Inc
Rhode Island
$4.7M +$98.8K +5,913 +2%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$4.4M +$684K +40,959 +18%
KBFS
70
Kohmann Bosshard Financial Services
Ohio
$4.26M +$4.26M +255,045 New
CCM
71
Colorado Capital Management
Colorado
$4.24M +$152K +9,108 +4%
MAS
72
Madden Advisory Services
Florida
$4.16M +$24.3K +1,452 +0.6%
BSB
73
Bangor Savings Bank
Maine
$4.03M +$384K +22,989 +11%
SPIA
74
Steward Partners Investment Advisory
New York
$3.94M +$60.5K +3,624 +2%
CMP
75
Courage Miller Partners
Virginia
$3.91M +$168K +10,080 +4%
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