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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$43.2M
3
KP
3
Keel Point
Alabama
$9.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$26M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
2
Jane Street
New York
$2.83M
3
EVM
3
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
4
Newport Wealth Strategies
California
$4.33M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
$5.87M +$1.15M +62,586 +24%
BAM
77
Berkshire Asset Management
Pennsylvania
$5.78M -$93.9K -5,133 -2%
BSB
78
Bangor Savings Bank
Maine
$5.71M +$441K +24,081 +8%
ECM
79
Exchange Capital Management
Michigan
$5.57M +$632K +34,548 +13%
AWMG
80
Alliance Wealth Management Group
New Jersey
$5.51M -$616K -33,651 -10%
TCM
81
Towercrest Capital Management
Pennsylvania
$5.51M +$5.51M +300,939 New
AWM
82
Avior Wealth Management
Nebraska
$5.16M +$878 +48 +0%
CMP
83
Courage Miller Partners
Virginia
$5.01M +$175K +9,588 +4%
AA
84
Apriem Advisors
California
$4.98M +$4.98M +272,220 New
AL
85
Aspiriant LLC
California
$4.97M -$765K -41,796 -13%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$4.96M – – –
MAS
87
Madden Advisory Services
Florida
$4.84M +$214K +11,673 +5%
TYCC
88
Texas Yale Capital Corp
Florida
$4.8M +$464K +25,338 +11%
QAM
89
QCI Asset Management
New York
$4.49M +$427K +23,364 +11%
IA
90
IFP Advisors
Florida
$4.49M +$1.41M +76,791 +46%
FCAG
91
First Capital Advisors Group
New Jersey
$4.46M +$768K +41,991 +21%
SBA
92
Secrest Blakey & Associates
North Carolina
$4.35M +$295K +16,119 +7%
NWS
93
Newport Wealth Strategies
California
$4.33M -$3.52M -192,498 -45%
PAI
94
Pittenger & Anderson Inc
Nebraska
$4.31M +$26.8K +1,467 +0.6%
KF
95
Krilogy Financial
Missouri
$4.29M +$163K +8,925 +4%
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$4.27M +$130K +7,131 +3%
MA
97
MCF Advisors
Kentucky
$4.22M +$167K +9,120 +4%
CFA
98
Cahill Financial Advisors
Minnesota
$4.2M -$5.98K -327 -0.1%
FI
99
FormulaFolio Investments
Michigan
$4.16M +$520K +28,437 +14%
OCM
100
One Capital Management
California
$3.56M +$42.9K +2,343 +1%
2 3
4
5 6