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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$199M
2
SI
SII Investments
Wisconsin
$2.38M
3
SHJ
Sharkey, Howes & Javer
Colorado
$36M
4
AL
Aspiriant LLC
California
$757K
5
AWMG
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
126
Summit Financial Wealth Advisors
Louisiana
$1.97M +$168K +9,447 +9%
AIM
127
Anchor Investment Management
South Carolina
$1.96M +$1.45M +81,774 +283%
AOWM
128
Alpha Omega Wealth Management
Virginia
$1.92M -$1.71K -96 -0.1%
AF
129
Advisornet Financial
Minnesota
$1.91M +$1.91M +107,556 New
PFT
130
Providence First Trust
Arizona
$1.9M -$450K -25,356 -19%
AG
131
Advisor Group
Arizona
$1.81M +$489K +27,549 +37%
HIC
132
Hartline Investment Corp
Illinois
$1.78M -$57.3K -3,228 -3%
SWM
133
SeaCrest Wealth Management
New York
$1.77M +$1.77M +99,801 New
AMM
134
American Money Management
California
$1.75M -$17.9K -1,011 -1%
CHA
135
Carmichael Hill & Associates
Maryland
$1.74M +$1.74M +98,190 New
FBB
136
Fulton Breakefield Broenniman
Maryland
$1.71M +$281K +15,810 +20%
TW
137
Transform Wealth
Colorado
$1.7M +$1.39K +78 +0.1%
WIC
138
Whitegate Investment Counselors
New Hampshire
$1.69M +$8.15K +459 +0.5%
Brown Advisory
139
Brown Advisory
Maryland
$1.69M -$51.1K -2,877 -3%
BIA
140
Bigelow Investment Advisors
Maine
$1.68M +$1.68M +94,359 New
APSP
141
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.67M +$769K +43,335 +85%
B
142
Brightworth
Georgia
$1.63M +$101K +5,670 +7%
LCC
143
Lincoln Capital Corp
Rhode Island
$1.62M +$9.59K +540 +0.6%
PAG
144
Private Advisor Group
New Jersey
$1.61M -$364K -20,088 -18%
KIA
145
KCM Investment Advisors
California
$1.6M +$160 +9 +0%
IF
146
Ironwood Financial
Arizona
$1.55M +$49.7K +2,799 +3%
ACM
147
Armbruster Capital Management
New York
$1.54M +$4.53K +255 +0.3%
US Bancorp
148
US Bancorp
Minnesota
$1.54M -$39.3K -2,211 -2%
AA
149
Alesco Advisors
New York
$1.53M +$4.32K +243 +0.3%
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$1.49M -$17K -957 -1%
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