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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
1
AT Bancorp
Iowa
$65.2M
2
BWL
2
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
3
Creative Planning
Kansas
$10.7M
4
ECM
4
Exchange Capital Management
Michigan
$4.68M
5
RWM
5
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
101
Alpha Omega Wealth Management
Virginia
$1.77M +$28.9K +1,800 +2%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$1.76M +$6.36K +396 +0.4%
SFA
103
Sequoia Financial Advisors
Ohio
$1.73M +$138K +8,583 +9%
HIC
104
Hartline Investment Corp
Illinois
$1.7M -$1.19M -74,004 -41%
FC
105
Forte Capital
New York
$1.7M +$141K +8,796 +9%
PAG
106
Private Advisor Group
New Jersey
$1.66M +$92.6K +5,772 +6%
SFWA
107
Summit Financial Wealth Advisors
Louisiana
$1.64M +$204K +12,684 +14%
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$1.59M +$358K +22,305 +29%
LYV
109
Live Your Vision
Pennsylvania
$1.58M +$55.1K +3,372 +4%
WIC
110
Whitegate Investment Counselors
New Hampshire
$1.49M +$127K +7,920 +9%
CA
111
Capital Advantage
California
$1.47M -$88.9K -5,535 -6%
Brown Advisory
112
Brown Advisory
Maryland
$1.46M -$5.25K -327 -0.4%
KIA
113
KCM Investment Advisors
California
$1.44M +$96 +6 +0%
ICOA
114
Investment Centers of America
North Dakota
$1.44M -$44.1K -2,748 -3%
LCC
115
Lincoln Capital Corp
Rhode Island
$1.42M +$21.1K +1,311 +2%
KWM
116
Kingsview Wealth Management
Oregon
$1.42M +$225K +14,034 +19%
WSTAM
117
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M +$25.4K +1,584 +2%
TRCT
118
Tower Research Capital (TRC)
New York
$1.35M +$1.35M +83,970 New
IF
119
Ironwood Financial
Arizona
$1.33M +$52.4K +3,264 +4%
AA
120
Alesco Advisors
New York
$1.29M +$16.7K +1,038 +1%
FA
121
Fagan Associates
New York
$1.28M +$74.2K +4,623 +6%
US Bancorp
122
US Bancorp
Minnesota
$1.28M +$217K +13,512 +20%
Financial Engines Advisors
123
Financial Engines Advisors
California
$1.23M +$1.23M +76,374 New
FC
124
FCA Corp
Texas
$1.21M +$156K +9,702 +15%
FBB
125
Fulton Breakefield Broenniman
Maryland
$1.21M +$225K +14,010 +23%
3 4
5
6 7