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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
2
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
3
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
5
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$15.8M
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.7M
4
BFG
4
Bouchey Financial Group
New York
$266K
5
MI
5
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
51
Harfst & Associates
Wyoming
$8.5M -$470K -26,688 -5%
GAM
52
Gemmer Asset Management
California
$8.45M +$182K +10,329 +2%
SJIM
53
St. Johns Investment Management
Florida
$8.4M -$139K -7,872 -2%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$8.32M -$1.42M -80,715 -15%
TSWM
55
Triangle Securities Wealth Management
North Carolina
$8.27M +$242K +13,749 +3%
PA
56
Planning Alternatives
Michigan
$8.2M -$4.16M -236,199 -34%
Creative Planning
57
Creative Planning
Kansas
$8.15M +$1.07M +60,537 +15%
AAC
58
Asset Advisors Corp
Georgia
$7.99M -$170K -9,660 -2%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$7.59M +$3.81M +216,045 +101%
NWS
60
Newport Wealth Strategies
California
$7.56M -$655K -37,173 -8%
LF
61
Lee Financial
Texas
$6.98M +$1.2M +67,950 +21%
LIM
62
Lathrop Investment Management
Arkansas
$6.82M +$2.86K +162 +0%
LCM
63
Leisure Capital Management
California
$6.77M +$52.2K +2,964 +0.8%
VNA
64
Valley National Advisers
Pennsylvania
$6.67M +$1.26M +71,223 +23%
TCM
65
Tradewinds Capital Management
Washington
$6.45M +$229K +12,993 +4%
WMG
66
WESCAP Management Group
California
$6.41M -$192K -10,905 -3%
AWA
67
Acorn Wealth Advisors
Michigan
$6.33M +$382K +21,528 +6%
UWM
68
USAdvisors Wealth Management
Minnesota
$6.22M +$114K +6,483 +2%
AMG
69
Asset Management Group
Connecticut
$6.2M +$531K +30,147 +9%
MCIA
70
Mountain Capital Investment Advisors
Colorado
$6.11M -$1.95M -110,415 -24%
AWMG
71
Alliance Wealth Management Group
New Jersey
$5.9M +$206K +11,694 +4%
BAM
72
Berkshire Asset Management
Pennsylvania
$5.66M +$212 +12 +0%
BA
73
Bristlecone Advisors
Washington
$5.59M +$1.95M +110,421 +53%
NDSI
74
Newman Dignan & Sheerar Inc
Rhode Island
$5.58M -$38.1K -2,166 -0.7%
CCM
75
Colorado Capital Management
Colorado
$5.55M +$886K +50,265 +19%
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