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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.1M
2
AA
2
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$60.5M
4
LFAS
4
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
5
Jane Street
New York
$9.68M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
2
Tradewinds Capital Management
Washington
$7.01M
3
HA
3
Harfst & Associates
Wyoming
$2.71M
4
CWM
4
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$9.68M +$6.69M +347,025 +224%
MAM
52
Marquette Asset Management
Minnesota
$9.49M -$4.17K -216 -0%
ODCM
53
Old Dominion Capital Management
Virginia
$9.36M -$179K -9,285 -2%
SJIM
54
St. Johns Investment Management
Florida
$9.2M +$86.1K +4,467 +0.9%
LF
55
Lee Financial
Texas
$9.09M +$807K +41,838 +10%
IWMA
56
Ironwood Wealth Management (Arizona)
Arizona
$9.05M +$271K +14,058 +3%
TSWM
57
Triangle Securities Wealth Management
North Carolina
$8.94M -$201K -10,425 -2%
LFAS
58
Level Four Advisory Services
Texas
$8.75M +$6.7M +347,496 +327%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$8.64M +$37K +1,920 +0.4%
VNA
60
Valley National Advisers
Pennsylvania
$8.1M +$403K +20,919 +5%
AAIM
61
Asset Advisors Investment Management
Georgia
$8.02M +$8.02M +415,695 New
BA
62
Bristlecone Advisors
Washington
$7.94M +$843K +43,704 +12%
PFM
63
Parsec Financial Management
North Carolina
$7.79M +$1.08M +56,091 +16%
PA
64
Planning Alternatives
Michigan
$7.76M -$47.3K -2,451 -0.6%
Bank of America
65
Bank of America
North Carolina
$7.67M +$1.48M +76,959 +24%
LIM
66
Lathrop Investment Management
Arkansas
$7.41M -$71.8K -3,726 -1%
LCM
67
Leisure Capital Management
California
$7.38M -$136K -7,050 -2%
MCIA
68
Mountain Capital Investment Advisors
Colorado
$7.38M +$516K +26,745 +8%
RRC
69
Relaxing Retirement Coach
Massachusetts
$7.21M -$244K -12,660 -3%
FLPIM
70
F.L. Putnam Investment Management
Massachusetts
$7.2M +$915K +47,481 +15%
UWM
71
USAdvisors Wealth Management
Minnesota
$7.05M +$216K +11,214 +3%
TCM
72
Tradewinds Capital Management
Washington
$7.01M -$4.46M -231,393 -39%
AMG
73
Asset Management Group
Connecticut
$6.93M +$106K +5,475 +2%
AWA
74
Acorn Wealth Advisors
Michigan
$6.9M +$305K +17,046 +5%
EVM
75
Eaton Vance Management
Massachusetts
$6.67M -$213K -11,055 -3%
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