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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
3
Asset Advisors Corp
Georgia
$8.14M
4
BAM
4
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
5
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
NP
2
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
3
Wells Fargo
California
$9.65M
4
Jane Street
4
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
101
Transform Wealth
Colorado
$1.72M -$54.1K -3,429 -3%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$1.72M +$1.72M +108,852 New
AOWM
103
Alpha Omega Wealth Management
Virginia
$1.72M – – –
WP
104
WealthSource Partners
California
$1.69M +$1.37M +86,871 +426%
PFA
105
Pinnacle Family Advisors
Missouri
$1.63M +$370K +23,484 +30%
TYCC
106
Texas Yale Capital Corp
Florida
$1.58M +$849K +53,796 +117%
SFA
107
Sequoia Financial Advisors
Ohio
$1.57M +$853K +54,078 +119%
FCAG
108
First Capital Advisors Group
New Jersey
$1.55M +$1.55M +97,932 New
CA
109
Capital Advantage
California
$1.54M -$103K -6,504 -6%
FC
110
Forte Capital
New York
$1.53M +$112K +7,116 +8%
PAG
111
Private Advisor Group
New Jersey
$1.52M +$208K +13,344 +16%
LYV
112
Live Your Vision
Pennsylvania
$1.47M +$45.2K +2,868 +3%
ICOA
113
Investment Centers of America
North Dakota
$1.46M +$301K +19,041 +26%
MA
114
MCF Advisors
Kentucky
$1.46M +$352K +22,284 +32%
Brown Advisory
115
Brown Advisory
Maryland
$1.44M +$9.65K +612 +0.7%
KIA
116
KCM Investment Advisors
California
$1.42M +$47 +3 +0%
SFWA
117
Summit Financial Wealth Advisors
Louisiana
$1.42M -$236K -14,970 -14%
LCC
118
Lincoln Capital Corp
Rhode Island
$1.37M +$65.4K +4,146 +5%
WIC
119
Whitegate Investment Counselors
New Hampshire
$1.33M +$403K +25,536 +43%
WSTAM
120
Wilbanks Smith & Thomas Asset Management
Virginia
$1.31M -$2.79K -177 -0.2%
EMA
121
Efficient Market Advisors
California
$1.29M -$34.2K -2,169 -3%
AA
122
Alesco Advisors
New York
$1.26M +$2.08K +132 +0.2%
IF
123
Ironwood Financial
Arizona
$1.25M +$426 +27 +0%
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$1.21M +$257K +16,278 +27%
PFM
125
Parsec Financial Management
North Carolina
$1.2M +$1.2M +75,888 New
3 4
5
6 7