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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
3
Asset Advisors Corp
Georgia
$8.14M
4
BAM
4
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
5
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
NP
2
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
3
Wells Fargo
California
$9.65M
4
Jane Street
4
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Bristlecone Advisors
Washington
$3.12M +$384K +24,369 +14%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$1.32M +83,373 +74%
CFA
78
Cahill Financial Advisors
Minnesota
$3.04M +$3.88K +246 +0.1%
CFMC
79
Curbstone Financial Management Corp
New Hampshire
$3.02M +$47.6K +3,015 +2%
AFG
80
Albion Financial Group
Utah
$2.87M -$146K -9,276 -5%
HIC
81
Hartline Investment Corp
Illinois
$2.84M +$1M +63,705 +55%
MCM
82
Mitchell Capital Management
Kansas
$2.78M -$1.59M -100,596 -36%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$2.78M +$151K +9,570 +6%
Fiera Capital (Canada)
84
Fiera Capital (Canada)
Quebec, Canada
$2.66M +$751K +47,574 +39%
CCM
85
Condor Capital Management
New Jersey
$2.49M -$73.6K -4,665 -3%
NP
86
NorthRock Partners
Minnesota
$2.42M -$2.75M -174,108 -53%
Bank of America
87
Bank of America
North Carolina
$2.41M +$894K +56,661 +59%
PAI
88
Pittenger & Anderson Inc
Nebraska
$2.41M +$1.02M +64,701 +74%
AMM
89
American Money Management
California
$2.39M +$2.39M +151,590 New
Goldman Sachs
90
Goldman Sachs
New York
$2.37M – – –
FWP
91
FAS Wealth Partners
Kansas
$2.24M +$712K +45,105 +47%
MWAC
92
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.05M -$17K -1,080 -0.8%
IA
93
IFP Advisors
Florida
$2.04M +$299K +18,942 +17%
PAG
94
Pinnacle Advisory Group
Maryland
$2.03M +$950K +60,252 +88%
AIP
95
Almanack Investment Partners
Pennsylvania
$2.01M +$2.01M +127,626 New
RWA
96
River Wealth Advisors
Pennsylvania
$1.91M +$386K +24,483 +25%
Jane Street
97
Jane Street
New York
$1.9M -$2.49M -157,626 -57%
GC
98
Grimes & Company
Massachusetts
$1.9M +$14.1K +891 +0.7%
SWM
99
Stockman Wealth Management
Montana
$1.89M +$73.4K +4,653 +4%
FANJ
100
Financial Architects (New Jersey)
New Jersey
$1.74M +$1.48M +93,990 +585%
2 3
4
5 6