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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
2
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
5
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$199M
2
SI
2
SII Investments
Wisconsin
$2.38M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$36M
4
AL
4
Aspiriant LLC
California
$757K
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAC
51
Asset Advisors Corp
Georgia
$8.22M +$119K +6,675 +1%
MCIA
52
Mountain Capital Investment Advisors
Colorado
$8.12M -$482K -27,132 -6%
BCMO
53
Buckingham Capital Management (Ohio)
Ohio
$8.09M +$1.39M +78,009 +21%
TSWM
54
Triangle Securities Wealth Management
North Carolina
$8.08M +$364K +20,502 +5%
PEA
55
Pacific Edge Advisors
California
$7.92M +$7.92M +445,800 New
HighTower Advisors
56
HighTower Advisors
Illinois
$7.47M +$1.05M +58,971 +16%
ECM
57
Exchange Capital Management
Michigan
$7.16M -$12.8K -720 -0.2%
Creative Planning
58
Creative Planning
Kansas
$7.13M +$1.04M +58,371 +17%
AWS
59
AJ Wealth Strategies
New York
$7.12M +$852K +47,970 +14%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$6.93M +$1.13M +63,777 +20%
LIM
61
Lathrop Investment Management
Arkansas
$6.87M -$30.7K -1,731 -0.4%
LCM
62
Leisure Capital Management
California
$6.77M -$281K -15,819 -4%
WMG
63
WESCAP Management Group
California
$6.65M -$6.77K -381 -0.1%
EVM
64
Eaton Vance Management
Massachusetts
$6.39M +$70.6K +3,975 +1%
BFG
65
Bouchey Financial Group
New York
$6.36M -$28.8K -1,620 -0.5%
Jane Street
66
Jane Street
New York
$6.28M +$6.28M +353,625 New
TCM
67
Tradewinds Capital Management
Washington
$6.27M +$2.35M +132,390 +60%
UWM
68
USAdvisors Wealth Management
Minnesota
$6.15M +$6.15M +346,380 New
AWA
69
Acorn Wealth Advisors
Michigan
$6.05M +$6.05M +335,217 New
LF
70
Lee Financial
Texas
$5.83M +$88.5K +4,986 +2%
AWMG
71
Alliance Wealth Management Group
New Jersey
$5.72M -$7.41M -418,167 -56%
AMG
72
Asset Management Group
Connecticut
$5.71M +$202K +11,370 +4%
BAM
73
Berkshire Asset Management
Pennsylvania
$5.7M -$1.62M -91,446 -22%
NDSI
74
Newman Dignan & Sheerar Inc
Rhode Island
$5.67M +$668K +37,620 +13%
VNA
75
Valley National Advisers
Pennsylvania
$5.46M +$1.79M +100,734 +49%
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