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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.1M
2
AA
2
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$60.5M
4
LFAS
4
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
5
Jane Street
New York
$9.68M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
2
Tradewinds Capital Management
Washington
$7.01M
3
HA
3
Harfst & Associates
Wyoming
$2.71M
4
CWM
4
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
5
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
101
Aspiriant LLC
California
$4.65M -$590K -30,591 -11%
KF
102
Krilogy Financial
Missouri
$4.5M -$12.6K -654 -0.3%
CFA
103
Cahill Financial Advisors
Minnesota
$4.45M +$23.1K +1,200 +0.5%
MML Investors Services
104
MML Investors Services
Massachusetts
$4.28M +$1.26M +65,124 +41%
MA
105
MCF Advisors
Kentucky
$4.19M -$257K -13,332 -6%
AFS
106
Access Financial Services
Minnesota
$4.07M +$4.07M +211,047 New
OCM
107
One Capital Management
California
$3.74M -$10.2K -528 -0.3%
AIM
108
Anchor Investment Management
South Carolina
$3.67M +$495K +25,656 +16%
NWS
109
Newport Wealth Strategies
California
$3.58M -$580K -32,979 -14%
FWP
110
FAS Wealth Partners
Kansas
$3.42M +$94.2K +4,884 +3%
GCA
111
Gradient Capital Advisors
California
$3.38M +$232K +12,042 +7%
SAM
112
Smithbridge Asset Management
Pennsylvania
$3.34M +$41.9K +2,172 +1%
HFS
113
HL Financial Services
Kentucky
$3.3M +$392K +20,328 +13%
BP
114
Broadleaf Partners
Ohio
$3.28M +$140K +7,248 +4%
PAG
115
Pinnacle Advisory Group
Maryland
$3.25M +$5.09K +264 +0.2%
APSP
116
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.24M +$346K +18,921 +12%
PAG
117
Private Advisor Group
New Jersey
$3.21M +$1.22M +63,489 +62%
AFG
118
Albion Financial Group
Utah
$3.17M -$57.8K -3,000 -2%
DC
119
Davenport & Co
Virginia
$3.17M +$512K +26,565 +19%
CCM
120
Condor Capital Management
New Jersey
$3.08M -$37.5K -1,947 -1%
WP
121
WealthSource Partners
California
$2.98M +$557K +28,899 +23%
FHB
122
First Hawaiian Bank
Hawaii
$2.98M +$2.98M +154,515 New
BC
123
Barnett & Company
Tennessee
$2.93M -$165K -8,580 -5%
TFS
124
TrustCore Financial Services
Tennessee
$2.92M +$855K +44,355 +41%
LFGH
125
Lee Financial Group Hawaii
Hawaii
$2.91M -$76.7K -3,981 -3%
3 4
5
6 7