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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
CWH Capital Management
Washington
$15.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
Morgan Stanley
New York
$15.7M
4
BFG
Bouchey Financial Group
New York
$266K
5
MI
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
126
HL Financial Services
Kentucky
$2.15M +$810K +45,951 +60%
GC
127
Grimes & Company
Massachusetts
$2.14M -$2.65K -150 -0.1%
FC
128
Forte Capital
New York
$2.13M +$157K +8,910 +8%
TRCT
129
Tower Research Capital (TRC)
New York
$2.12M +$2.01M +114,177 +1,842%
RC
130
Roundview Capital
New Jersey
$2.04M +$933K +52,905 +84%
CA
131
Capital Advantage
California
$2.03M +$53.3K +3,027 +3%
SFA
132
Sequoia Financial Advisors
Ohio
$2M -$30.1K -1,710 -1%
SFWA
133
Summit Financial Wealth Advisors
Louisiana
$1.94M -$14.7K -834 -0.8%
APSP
134
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.89M +$228K +12,951 +14%
FBB
135
Fulton Breakefield Broenniman
Maryland
$1.88M +$178K +10,110 +10%
AOWM
136
Alpha Omega Wealth Management
Virginia
$1.87M -$36.9K -2,091 -2%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$1.86M -$367K -20,814 -16%
B
138
Brightworth
Georgia
$1.85M +$226K +12,819 +14%
BC
139
Burleson & Co
California
$1.85M +$411K +23,295 +29%
CHA
140
Carmichael Hill & Associates
Maryland
$1.84M +$106K +6,027 +6%
PFA
141
Pinnacle Family Advisors
Missouri
$1.81M +$1.81M +102,705 New
SIA
142
Starfire Investment Advisers
Michigan
$1.81M +$1.81M +102,453 New
SWM
143
SeaCrest Wealth Management
New York
$1.79M +$27.3K +1,548 +2%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.76M +$1.39M +78,975 +382%
AF
145
Advisornet Financial
Minnesota
$1.75M -$142K -8,061 -7%
TW
146
Transform Wealth
Colorado
$1.71M +$21.9K +1,245 +1%
WIC
147
Whitegate Investment Counselors
New Hampshire
$1.68M +$5.34K +303 +0.3%
DC
148
Davenport & Co
Virginia
$1.68M +$377K +21,387 +29%
BIA
149
Bigelow Investment Advisors
Maine
$1.67M +$3.49K +198 +0.2%
LCC
150
Lincoln Capital Corp
Rhode Island
$1.65M +$33.3K +1,890 +2%
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