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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

307 hedge funds and large institutions have $1.17B invested in Schwab US Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
307
Holders Change
+21
Holders Change %
+7.34%
% of All Funds
7.67%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
38
Increased
167
Reduced
67
Closed
17
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$11K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$27.7M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$12.4M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$44.1M
4
AWM
4
Avior Wealth Management
Nebraska
$4.84M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.14M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$5.74M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
5
JMG Financial Group
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
101
FormulaFolio Investments
Michigan
$2.18M +$1.49M +89,406 +219%
MWAC
102
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.12M -$53.2K -3,183 -2%
QAM
103
QCI Asset Management
New York
$2.06M +$2.06M +123,255 New
GC
104
Grimes & Company
Massachusetts
$2M +$401 +24 +0%
SFA
105
Sequoia Financial Advisors
Ohio
$1.93M +$129K +7,746 +7%
FANJ
106
Financial Architects (New Jersey)
New Jersey
$1.91M +$58.8K +3,522 +3%
CA
107
Capital Advantage
California
$1.91M +$373K +22,350 +24%
PAG
108
Private Advisor Group
New Jersey
$1.83M +$86.3K +5,124 +5%
AOWM
109
Alpha Omega Wealth Management
Virginia
$1.81M -$38.8K -2,325 -2%
FC
110
Forte Capital
New York
$1.81M +$41.1K +2,460 +2%
MCM
111
Mitchell Capital Management
Kansas
$1.74M -$1.32M -78,888 -43%
HIC
112
Hartline Investment Corp
Illinois
$1.72M -$48.1K -2,880 -3%
TRCT
113
Tower Research Capital (TRC)
New York
$1.71M +$312K +18,660 +22%
SFWA
114
Summit Financial Wealth Advisors
Louisiana
$1.7M -$14K -837 -0.8%
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$1.68M +$25.1K +1,503 +2%
AMM
116
American Money Management
California
$1.66M -$927K -55,485 -36%
Brown Advisory
117
Brown Advisory
Maryland
$1.63M +$111K +6,621 +7%
LYV
118
Live Your Vision
Pennsylvania
$1.62M +$2K +120 +0.1%
TW
119
Transform Wealth
Colorado
$1.59M +$1.59M +95,448 New
WIC
120
Whitegate Investment Counselors
New Hampshire
$1.58M +$34K +2,037 +2%
LCC
121
Lincoln Capital Corp
Rhode Island
$1.52M +$41.9K +2,508 +3%
KIA
122
KCM Investment Advisors
California
$1.5M +$50 +3 +0%
US Bancorp
123
US Bancorp
Minnesota
$1.48M +$147K +8,826 +11%
ACM
124
Armbruster Capital Management
New York
$1.44M +$448K +26,802 +45%
B
125
Brightworth
Georgia
$1.44M +$1.44M +86,367 New
3 4
5
6 7