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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.1M
2
AA
2
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$60.5M
4
LFAS
4
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
5
Jane Street
New York
$9.68M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
2
Tradewinds Capital Management
Washington
$7.01M
3
HA
3
Harfst & Associates
Wyoming
$2.71M
4
CWM
4
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
76
Bangor Savings Bank
Maine
$6.64M +$628K +32,583 +10%
AWMG
77
Alliance Wealth Management Group
New Jersey
$6.6M +$800K +41,511 +14%
TCM
78
Towercrest Capital Management
Pennsylvania
$6.6M +$800K +41,511 +14%
RJA
79
Raymond James & Associates
Florida
$6.42M +$3.11M +161,160 +94%
AIP
80
Almanack Investment Partners
Pennsylvania
$6.36M +$6.36M +347,808 New
ECM
81
Exchange Capital Management
Michigan
$6.27M +$397K +20,607 +7%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$6.09M +$668K +34,638 +12%
NDSI
83
Newman Dignan & Sheerar Inc
Rhode Island
$6.09M +$77.8K +4,146 +1%
WMG
84
WESCAP Management Group
California
$6.03M -$1.15M -59,556 -16%
EF
85
Empirical Finance
Pennsylvania
$5.99M -$1.98M -102,636 -25%
IA
86
IFP Advisors
Florida
$5.91M +$1.18M +61,356 +25%
RWA
87
Redhawk Wealth Advisors
Minnesota
$5.84M +$5.84M +302,823 New
CWM
88
Cornerstone Wealth Management
Missouri
$5.52M -$3.82M -579,855 -41%
TYCC
89
Texas Yale Capital Corp
Florida
$5.34M +$278K +14,394 +5%
BAM
90
Berkshire Asset Management
Pennsylvania
$5.29M -$801K -41,523 -13%
CMP
91
Courage Miller Partners
Virginia
$5.25M -$32.6K -1,689 -0.6%
MAS
92
Madden Advisory Services
Florida
$5.21M +$116K +6,042 +2%
CCM
93
Colorado Capital Management
Colorado
$5.16M -$1.06M -54,978 -17%
AWM
94
Avior Wealth Management
Nebraska
$5.15M -$292K -15,150 -5%
PAI
95
Pittenger & Anderson Inc
Nebraska
$5.02M +$482K +24,990 +11%
SBA
96
Secrest Blakey & Associates
North Carolina
$5M +$409K +21,204 +9%
QAM
97
QCI Asset Management
New York
$4.9M +$169K +8,790 +4%
FCAG
98
First Capital Advisors Group
New Jersey
$4.86M +$153K +7,956 +3%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$4.69M +$186K +9,669 +4%
FI
100
FormulaFolio Investments
Michigan
$4.68M +$301K +15,600 +7%
2 3
4
5 6