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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

307 hedge funds and large institutions have $1.17B invested in Schwab US Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
307
Holders Change
+21
Holders Change %
+7.34%
% of All Funds
7.67%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
38
Increased
167
Reduced
67
Closed
17
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$11K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$27.7M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$12.4M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$44.1M
4
AWM
4
Avior Wealth Management
Nebraska
$4.84M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.14M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$5.74M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
5
JMG Financial Group
Illinois
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fiera Capital (Canada)
76
Fiera Capital (Canada)
Quebec, Canada
$3.7M 221,265 +16,674 +8%
TCM
77
Tradewinds Capital Management
Washington
$3.69M 220,641 -8,340 -4%
KF
78
Krilogy Financial
Missouri
$3.62M 216,693 +4,011 +2%
TYCC
79
Texas Yale Capital Corp
Florida
$3.6M 215,451 +45,144 +27%
CFA
80
Cahill Financial Advisors
Minnesota
$3.57M 213,597 -3,951 -2%
OCM
81
One Capital Management
California
$3.52M 210,597 -1,932 -0.9%
VNA
82
Valley National Advisers
Pennsylvania
$3.45M 206,670 -3,081 -1%
BA
83
Bristlecone Advisors
Washington
$3.35M 200,331 +5,145 +3%
JWS
84
Juncture Wealth Strategies
Arizona
$3.32M 198,900 -31,287 -14%
Bank of America
85
Bank of America
North Carolina
$3.12M 187,005 +30,456 +19%
AFG
86
Albion Financial Group
Utah
$3M 179,472 -354 -0.2%
PAI
87
Pittenger & Anderson Inc
Nebraska
$2.91M 174,339 +4,848 +3%
PFM
88
Parsec Financial Management
North Carolina
$2.77M 165,558 +48,108 +41%
MA
89
MCF Advisors
Kentucky
$2.72M 162,783 +49,764 +44%
CCM
90
Condor Capital Management
New Jersey
$2.65M 158,391 -648 -0.4%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$2.64M 157,896 +115,377 +271%
Goldman Sachs
92
Goldman Sachs
New York
$2.51M 150,000 -18 -0%
FWP
93
FAS Wealth Partners
Kansas
$2.51M 149,982 +876 +0.6%
PAG
94
Pinnacle Advisory Group
Maryland
$2.47M 147,945 +16,098 +12%
IA
95
IFP Advisors
Florida
$2.47M 147,594 +2,652 +2%
FCAG
96
First Capital Advisors Group
New Jersey
$2.44M 146,307 +31,599 +28%
SWM
97
Stockman Wealth Management
Montana
$2.31M 138,117 +138,117 New
RWA
98
River Wealth Advisors
Pennsylvania
$2.28M 136,482 +3,012 +2%
PFT
99
Providence First Trust
Arizona
$2.21M 132,318 – –
WP
100
WealthSource Partners
California
$2.19M 130,881 +13,668 +12%
2 3
4
5 6