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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
3
Asset Advisors Corp
Georgia
$8.14M
4
BAM
4
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
5
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
NP
2
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
3
Wells Fargo
California
$9.65M
4
Jane Street
4
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Fagan Associates
New York
$1.19M +$127K +8,025 +12%
YMRC
127
Yorktown Management & Research Company
Virginia
$1.18M +$473K +30,000 +67%
KWM
128
Kingsview Wealth Management
Oregon
$1.17M +$1.17M +74,214 New
BSWMG
129
Barrington Strategic Wealth Management Group
Illinois
$1.08M -$298K -18,855 -22%
US Bancorp
130
US Bancorp
Minnesota
$1.05M +$676K +42,855 +182%
FC
131
FCA Corp
Texas
$1.04M +$28K +1,773 +3%
SFG
132
StrategIQ Financial Group
Indiana
$1.01M +$110K +7,005 +12%
FBB
133
Fulton Breakefield Broenniman
Maryland
$969K +$107K +6,777 +12%
SIA
134
Starfire Investment Advisers
Michigan
$969K +$97.8K +6,255 +11%
CCA
135
Clearwater Capital Advisors
Illinois
$952K +$125K +8,049 +15%
ACM
136
Armbruster Capital Management
New York
$944K +$24.1K +1,530 +3%
MWM
137
Meridian Wealth Management
Kentucky
$944K +$173K +10,950 +22%
GA
138
Gateway Advisory
New Jersey
$934K -$774K -49,335 -45%
OA
139
Opes Advisors
California
$926K +$128K +8,112 +16%
LBC
140
Lowe Brockenbrough & Co
Virginia
$924K +$18.5K +1,170 +2%
BC
141
Bartlett & Co
Ohio
$909K +$12.2K +774 +1%
AFG
142
Arkansas Financial Group
Arkansas
$879K -$14.3K -906 -2%
MCM
143
Mengis Capital Management
Oregon
$875K +$44.1K +2,796 +5%
WC
144
Whitnell & Co
Illinois
$835K +$835K +52,911 New
GHA
145
GW Henssler & Associates
Georgia
$831K +$61.6K +3,906 +8%
RJA
146
Raymond James & Associates
Florida
$797K +$118K +7,497 +17%
PLFAM
147
Pineno Levin & Ford Asset Management
Virginia
$752K -$32.9K -2,085 -4%
RC
148
Roundview Capital
New Jersey
$715K +$9.76K +618 +1%
LPIC
149
LeJeune Puetz Investment Counsel
Michigan
$712K -$16.3K -1,035 -2%
SGAM
150
Steinberg Global Asset Management
Florida
$705K +$27.7K +1,755 +4%
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