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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
1
AT Bancorp
Iowa
$65.2M
2
BWL
2
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
3
Creative Planning
Kansas
$10.7M
4
ECM
4
Exchange Capital Management
Michigan
$4.68M
5
RWM
5
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$449K
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
76
Valley National Advisers
Pennsylvania
$3.37M 209,751 -17,559 -8%
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$3.28M 204,591 +36,198 +21%
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$3.23M 201,024 +9,735 +5%
BA
79
Bristlecone Advisors
Washington
$3.13M 195,186 -2,310 -1%
MCM
80
Mitchell Capital Management
Kansas
$2.93M 182,739 +6,420 +4%
AFG
81
Albion Financial Group
Utah
$2.89M 179,826 -2,070 -1%
TYCC
82
Texas Yale Capital Corp
Florida
$2.73M 170,307 +70,353 +70%
PAI
83
Pittenger & Anderson Inc
Nebraska
$2.72M 169,491 +16,812 +11%
CCM
84
Condor Capital Management
New Jersey
$2.55M 159,039 +1,170 +0.7%
Bank of America
85
Bank of America
North Carolina
$2.51M 156,549 +3,897 +3%
AMM
86
American Money Management
California
$2.49M 154,788 +3,198 +2%
Goldman Sachs
87
Goldman Sachs
New York
$2.41M 150,018 +12 +0%
FWP
88
FAS Wealth Partners
Kansas
$2.39M 149,106 +7,104 +5%
IA
89
IFP Advisors
Florida
$2.33M 144,942 +15,441 +12%
RWA
90
River Wealth Advisors
Pennsylvania
$2.14M 133,470 +12,567 +10%
PFT
91
Providence First Trust
Arizona
$2.12M 132,318 +132,318 New
PAG
92
Pinnacle Advisory Group
Maryland
$2.12M 131,847 +2,895 +2%
MWAC
93
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.09M 130,245 +360 +0.3%
GC
94
Grimes & Company
Massachusetts
$1.92M 119,388 -804 -0.7%
PFM
95
Parsec Financial Management
North Carolina
$1.89M 117,450 +41,562 +55%
WP
96
WealthSource Partners
California
$1.88M 117,213 +9,951 +9%
AIP
97
Almanack Investment Partners
Pennsylvania
$1.87M 116,757 -10,869 -9%
FCAG
98
First Capital Advisors Group
New Jersey
$1.84M 114,708 +16,776 +17%
MA
99
MCF Advisors
Kentucky
$1.81M 113,019 +20,718 +22%
FANJ
100
Financial Architects (New Jersey)
New Jersey
$1.78M 111,072 +1,011 +0.9%
2 3
4
5 6