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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
2
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
3
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
5
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$15.8M
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.7M
4
BFG
4
Bouchey Financial Group
New York
$266K
5
MI
5
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$2.95M +$2.95M +167,127 New
SAM
102
Smithbridge Asset Management
Pennsylvania
$2.94M +$2.94M +167,004 New
FWP
103
FAS Wealth Partners
Kansas
$2.93M +$150K +8,520 +5%
CCM
104
Condor Capital Management
New Jersey
$2.84M +$42K +2,385 +2%
GCA
105
Gradient Capital Advisors
California
$2.74M +$63.3K +3,594 +2%
BC
106
Barnett & Company
Tennessee
$2.73M +$476K +26,982 +21%
LFGH
107
Lee Financial Group Hawaii
Hawaii
$2.71M -$54.9K -3,114 -2%
BP
108
Broadleaf Partners
Ohio
$2.68M +$470K +26,670 +21%
CCMW
109
Cypress Capital Management (Wyoming)
Wyoming
$2.66M +$2.12M +120,195 +389%
PRS
110
Pinkerton Retirement Specialists
Idaho
$2.66M +$2.51M +142,680 +1,696%
Goldman Sachs
111
Goldman Sachs
New York
$2.66M +$18.1K +1,026 +0.7%
PFT
112
Providence First Trust
Arizona
$2.55M +$661K +37,494 +35%
RWA
113
River Wealth Advisors
Pennsylvania
$2.54M +$96.5K +5,472 +4%
WP
114
WealthSource Partners
California
$2.52M +$164K +9,276 +7%
WSTAM
115
Wilbanks Smith & Thomas Asset Management
Virginia
$2.48M +$996K +56,529 +67%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$2.39M +$155K +8,820 +7%
CP
117
Castleview Partners
Texas
$2.38M +$2.38M +135,225 New
MML Investors Services
118
MML Investors Services
Massachusetts
$2.38M +$336K +19,038 +16%
SWM
119
Stockman Wealth Management
Montana
$2.37M -$128K -7,248 -5%
AIM
120
Anchor Investment Management
South Carolina
$2.36M +$411K +23,343 +21%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$2.36M +$296K +16,800 +14%
HIM
122
Harbour Investment Management
Washington
$2.3M +$2.01M +105,651 +673%
AA
123
Advisory Alpha
Michigan
$2.23M +$1.49M +84,420 +203%
CWM
124
Chesapeake Wealth Management
Virginia
$2.2M +$2.2M +124,785 New
MWAC
125
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.17M -$41.7K -2,367 -2%
3 4
5
6 7