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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
2
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
5
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$199M
2
SI
2
SII Investments
Wisconsin
$2.38M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$36M
4
AL
4
Aspiriant LLC
California
$757K
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
101
FormulaFolio Investments
Michigan
$2.96M +$648K +36,495 +28%
FCAG
102
First Capital Advisors Group
New Jersey
$2.94M +$337K +18,990 +13%
PAG
103
Pinnacle Advisory Group
Maryland
$2.89M +$264K +14,880 +10%
CCM
104
Condor Capital Management
New Jersey
$2.82M +$5.43K +306 +0.2%
FWP
105
FAS Wealth Partners
Kansas
$2.8M +$141K +7,935 +5%
LFGH
106
Lee Financial Group Hawaii
Hawaii
$2.78M +$2.78M +156,798 New
GCA
107
Gradient Capital Advisors
California
$2.69M +$2.69M +151,572 New
Goldman Sachs
108
Goldman Sachs
New York
$2.66M – – –
SWM
109
Stockman Wealth Management
Montana
$2.52M +$64.7K +3,645 +3%
RWA
110
River Wealth Advisors
Pennsylvania
$2.46M +$33.7K +1,896 +1%
SI
111
SII Investments
Wisconsin
$2.38M -$9.66M -545,088 -80%
WP
112
WealthSource Partners
California
$2.37M +$48.7K +2,742 +2%
BC
113
Barnett & Company
Tennessee
$2.27M +$774K +43,611 +52%
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$2.25M +$462K +25,995 +26%
FANJ
115
Financial Architects (New Jersey)
New Jersey
$2.24M +$207K +11,682 +10%
MWAC
116
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.23M -$27.9K -1,572 -1%
BP
117
Broadleaf Partners
Ohio
$2.22M +$2.22M +125,163 New
GC
118
Grimes & Company
Massachusetts
$2.16M +$38.7K +2,178 +2%
CHA
119
Cooper/Haims Advisors
New York
$2.11M +$2.11M +118,806 New
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$2.08M -$727K -40,920 -26%
MML Investors Services
121
MML Investors Services
Massachusetts
$2.06M +$910K +51,255 +79%
SFA
122
Sequoia Financial Advisors
Ohio
$2.04M -$10.6K -597 -0.5%
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$2.02M +$636K +35,829 +46%
CA
124
Capital Advantage
California
$1.99M -$33.3K -1,875 -2%
FC
125
Forte Capital
New York
$1.99M +$69.6K +3,918 +4%
3 4
5
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