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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$43.2M
3
KP
3
Keel Point
Alabama
$9.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$26M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
2
Jane Street
New York
$2.83M
3
EVM
3
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
4
Newport Wealth Strategies
California
$4.33M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
51
Gemmer Asset Management
California
$8.95M +$177K +9,666 +2%
TSWM
52
Triangle Securities Wealth Management
North Carolina
$8.67M +$89K +4,863 +1%
SJIM
53
St. Johns Investment Management
Florida
$8.65M -$65.4K -3,573 -0.8%
CWM
54
Cornerstone Wealth Management
Missouri
$8.6M +$8.46M +1,394,874 +6,159%
IWMA
55
Ironwood Wealth Management (Arizona)
Arizona
$8.34M +$8.34M +455,565 New
CFMC
56
Curbstone Financial Management Corp
New Hampshire
$8.17M +$293K +15,990 +4%
LF
57
Lee Financial
Texas
$7.86M +$611K +33,393 +8%
EF
58
Empirical Finance
Pennsylvania
$7.56M +$7.56M +413,061 New
AAC
59
Asset Advisors Corp
Georgia
$7.44M -$846K -46,230 -10%
PA
60
Planning Alternatives
Michigan
$7.41M -$1.1M -60,351 -13%
VNA
61
Valley National Advisers
Pennsylvania
$7.31M +$381K +20,799 +5%
LCM
62
Leisure Capital Management
California
$7.14M +$110K +6,021 +2%
LIM
63
Lathrop Investment Management
Arkansas
$7.1M +$23.1K +1,263 +0.3%
RRC
64
Relaxing Retirement Coach
Massachusetts
$7.07M -$1.9M -103,890 -21%
WMG
65
WESCAP Management Group
California
$6.81M +$156K +8,523 +2%
AWA
66
Acorn Wealth Advisors
Michigan
$6.75M +$222K +12,099 +3%
BA
67
Bristlecone Advisors
Washington
$6.73M +$934K +51,024 +16%
EVM
68
Eaton Vance Management
Massachusetts
$6.53M -$6.42M -350,751 -50%
MCIA
69
Mountain Capital Investment Advisors
Colorado
$6.51M +$172K +9,390 +3%
UWM
70
USAdvisors Wealth Management
Minnesota
$6.49M +$33.1K +1,809 +0.5%
AMG
71
Asset Management Group
Connecticut
$6.48M +$35.6K +1,947 +0.6%
PFM
72
Parsec Financial Management
North Carolina
$6.36M +$778K +42,543 +14%
HA
73
Harfst & Associates
Wyoming
$6.33M -$2.49M -136,233 -28%
FLPIM
74
F.L. Putnam Investment Management
Massachusetts
$5.96M +$1.51M +82,428 +34%
CCM
75
Colorado Capital Management
Colorado
$5.91M +$140K +7,659 +2%
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