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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
AT Bancorp
Iowa
$65.2M
2
BWL
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
Creative Planning
Kansas
$10.7M
4
ECM
Exchange Capital Management
Michigan
$4.68M
5
RWM
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
Salem Investment Counselors
North Carolina
$0
2
CCP
Cardan Capital Partners
Colorado
$0
3
SHJ
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
Avior Wealth Management
Nebraska
$0
5
CIAS
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
126
Yorktown Management & Research Company
Virginia
$1.2M – – –
SIA
127
Starfire Investment Advisers
Michigan
$1.18M +$181K +11,256 +18%
CCA
128
Clearwater Capital Advisors
Illinois
$1.16M +$184K +11,469 +19%
OA
129
Opes Advisors
California
$1.16M +$200K +12,246 +21%
SIAS
130
Shine Investment Advisory Services
Colorado
$1.12M +$744K +46,320 +197%
LBC
131
Lowe Brockenbrough & Co
Virginia
$1.11M +$174K +10,830 +18%
CFIA
132
Cantor Fitzgerald Investment Advisors
New York
$1.09M +$1.09M +67,839 New
NP
133
NorthRock Partners
Minnesota
$1M -$1.45M -90,858 -59%
IAS
134
IMA Advisory Services
Colorado
$969K +$293K +18,258 +43%
ACM
135
Armbruster Capital Management
New York
$957K -$3.85K -240 -0.4%
BC
136
Barnett & Company
Tennessee
$953K +$365K +22,728 +62%
SFG
137
StrategIQ Financial Group
Indiana
$937K -$85.7K -5,340 -8%
MWM
138
Meridian Wealth Management
Kentucky
$933K -$27.7K -1,725 -3%
BC
139
Bartlett & Co
Ohio
$933K +$7.85K +489 +0.8%
MCM
140
Mengis Capital Management
Oregon
$931K +$40.4K +2,517 +5%
AFG
141
Arkansas Financial Group
Arkansas
$894K – – –
GHA
142
GW Henssler & Associates
Georgia
$894K +$48.9K +3,045 +6%
AG
143
Advisor Group
Arizona
$891K +$484K +30,168 +119%
RJA
144
Raymond James & Associates
Florida
$884K +$73K +4,545 +9%
RC
145
Roundview Capital
New Jersey
$860K +$133K +8,283 +18%
3C
146
361 Capital
Colorado
$858K +$858K +53,454 New
WC
147
Whitnell & Co
Illinois
$849K -$626 -39 -0.1%
PCM
148
Parsons Capital Management
Rhode Island
$819K +$405K +25,260 +98%
PLFAM
149
Pineno Levin & Ford Asset Management
Virginia
$785K +$19.3K +1,200 +3%
GA
150
Gateway Advisory
New Jersey
$775K -$180K -11,211 -19%
4 5
6
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