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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$43.2M
3
KP
3
Keel Point
Alabama
$9.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$26M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
2
Jane Street
New York
$2.83M
3
EVM
3
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
4
Newport Wealth Strategies
California
$4.33M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
101
FAS Wealth Partners
Kansas
$3.16M +$112K +6,135 +4%
RJA
102
Raymond James & Associates
Florida
$3.14M +$1.79M +97,656 +132%
SAM
103
Smithbridge Asset Management
Pennsylvania
$3.13M +$72.2K +3,945 +2%
PAG
104
Pinnacle Advisory Group
Maryland
$3.08M -$107K -5,835 -3%
AFG
105
Albion Financial Group
Utah
$3.07M -$25.3K -1,380 -0.8%
TA
106
TMD & Associates
Arizona
$3.03M +$3.03M +165,333 New
AIM
107
Anchor Investment Management
South Carolina
$3.02M +$565K +30,879 +23%
GCA
108
Gradient Capital Advisors
California
$2.99M +$146K +8,001 +5%
BP
109
Broadleaf Partners
Ohio
$2.98M +$205K +11,205 +7%
CCM
110
Condor Capital Management
New Jersey
$2.95M +$6.81K +372 +0.2%
BC
111
Barnett & Company
Tennessee
$2.94M +$99.2K +5,424 +3%
APSP
112
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.9M +$940K +51,372 +48%
MML Investors Services
113
MML Investors Services
Massachusetts
$2.87M +$399K +21,822 +16%
Jane Street
114
Jane Street
New York
$2.83M -$13.3M -728,070 -82%
LFGH
115
Lee Financial Group Hawaii
Hawaii
$2.83M +$18K +984 +0.6%
WC
116
Westwind Capital
New Mexico
$2.78M +$2.76M +150,801 +16,163%
HFS
117
HL Financial Services
Kentucky
$2.76M +$526K +28,725 +24%
PFT
118
Providence First Trust
Arizona
$2.64M – – –
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$2.64M +$70.4K +3,846 +3%
RWA
120
River Wealth Advisors
Pennsylvania
$2.62M -$14.3K -780 -0.5%
CCMW
121
Cypress Capital Management (Wyoming)
Wyoming
$2.54M -$221K -12,090 -8%
DC
122
Davenport & Co
Virginia
$2.52M +$784K +42,876 +45%
PWA
123
Providence Wealth Advisors
Illinois
$2.52M +$2.52M +137,631 New
SWM
124
Stockman Wealth Management
Montana
$2.51M +$50.2K +2,745 +2%
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$2.45M -$25.7K -1,407 -1%
3 4
5
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