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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
2
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
5
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$199M
2
SI
2
SII Investments
Wisconsin
$2.38M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$36M
4
AL
4
Aspiriant LLC
California
$757K
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$5.17M +$14.7K +825 +0.3%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$4.75M +$70K +3,945 +1%
CCM
78
Colorado Capital Management
Colorado
$4.7M +$196K +11,019 +4%
Bank of America
79
Bank of America
North Carolina
$4.56M +$1.24M +70,002 +37%
MAS
80
Madden Advisory Services
Florida
$4.46M +$29.8K +1,680 +0.7%
CMP
81
Courage Miller Partners
Virginia
$4.45M +$290K +16,332 +7%
BSB
82
Bangor Savings Bank
Maine
$4.39M +$108K +6,093 +3%
SPIA
83
Steward Partners Investment Advisory
New York
$4.22M +$29.2K +1,644 +0.7%
TYCC
84
Texas Yale Capital Corp
Florida
$4.19M +$363K +20,469 +10%
PFM
85
Parsec Financial Management
North Carolina
$4.05M +$1.11M +62,658 +38%
KF
86
Krilogy Financial
Missouri
$4.01M +$157K +8,859 +4%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$3.96M -$574K -32,325 -13%
CFA
88
Cahill Financial Advisors
Minnesota
$3.87M +$79.9K +4,500 +2%
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$3.81M -$3.5M -197,205 -48%
BA
90
Bristlecone Advisors
Washington
$3.67M +$112K +6,282 +3%
MA
91
MCF Advisors
Kentucky
$3.54M +$645K +36,321 +22%
SBA
92
Secrest Blakey & Associates
North Carolina
$3.53M +$3.53M +198,936 New
OCM
93
One Capital Management
California
$3.42M -$321K -18,078 -9%
PAI
94
Pittenger & Anderson Inc
Nebraska
$3.39M +$291K +16,413 +9%
QAM
95
QCI Asset Management
New York
$3.35M +$1.16M +65,544 +53%
MWA
96
MFA Wealth Advisors
Pennsylvania
$3.3M +$3.3M +179,019 New
AI
97
Atria Investments
North Carolina
$3.17M +$2.55M +143,514 +411%
FPCG
98
Fort Pitt Capital Group
Pennsylvania
$3.12M +$3.12M +175,632 New
AFG
99
Albion Financial Group
Utah
$3.11M -$74.7K -4,206 -2%
IA
100
IFP Advisors
Florida
$2.99M +$368K +20,727 +14%
2 3
4
5 6