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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
2
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
3
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
5
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$15.8M
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.7M
4
BFG
4
Bouchey Financial Group
New York
$266K
5
MI
5
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
76
Aspiriant LLC
California
$5.53M +$4.77M +270,822 +635%
PFM
77
Parsec Financial Management
North Carolina
$5.38M +$1.36M +76,926 +34%
BSB
78
Bangor Savings Bank
Maine
$5.07M +$716K +40,629 +16%
AWM
79
Avior Wealth Management
Nebraska
$4.97M -$153K -8,697 -3%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$4.96M +$243K +13,824 +5%
ECM
81
Exchange Capital Management
Michigan
$4.76M -$2.35M -133,059 -33%
CMP
82
Courage Miller Partners
Virginia
$4.66M +$241K +13,701 +5%
Bank of America
83
Bank of America
North Carolina
$4.56M +$25.4K +1,440 +0.6%
MAS
84
Madden Advisory Services
Florida
$4.45M +$29.7K +1,686 +0.7%
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
$4.29M +$2.29M +129,768 +114%
AG
86
Advisor Group
Arizona
$4.27M +$2.48M +140,448 +138%
TYCC
87
Texas Yale Capital Corp
Florida
$4.18M +$22.4K +1,272 +0.5%
PAI
88
Pittenger & Anderson Inc
Nebraska
$4.13M +$764K +43,314 +23%
CFA
89
Cahill Financial Advisors
Minnesota
$4.06M +$210K +11,919 +5%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$3.99M +$65.7K +3,726 +2%
KF
91
Krilogy Financial
Missouri
$3.97M -$5.02K -285 -0.1%
QAM
92
QCI Asset Management
New York
$3.92M +$588K +33,360 +18%
SBA
93
Secrest Blakey & Associates
North Carolina
$3.91M +$404K +22,905 +12%
MA
94
MCF Advisors
Kentucky
$3.91M +$399K +22,638 +11%
FCAG
95
First Capital Advisors Group
New Jersey
$3.56M +$646K +36,642 +22%
FI
96
FormulaFolio Investments
Michigan
$3.5M +$562K +31,875 +19%
OCM
97
One Capital Management
California
$3.39M -$3.6K -204 -0.1%
PAG
98
Pinnacle Advisory Group
Maryland
$3.07M +$197K +11,148 +7%
IA
99
IFP Advisors
Florida
$2.99M – – –
AFG
100
Albion Financial Group
Utah
$2.98M -$111K -6,273 -4%
2 3
4
5 6