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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
$43.2M
3
KP
Keel Point
Alabama
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$26M
5
CWM
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
Jane Street
New York
$2.83M
3
EVM
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
Newport Wealth Strategies
California
$4.33M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthSource Partners
California
$2.3M -$314K -17,169 -12%
FC
127
Forte Capital
New York
$2.28M +$65.4K +3,573 +3%
CWM
128
Chesapeake Wealth Management
Virginia
$2.24M -$38.9K -2,124 -2%
CA
129
Capital Advantage
California
$2.22M +$116K +6,321 +5%
AA
130
Advisory Alpha
Michigan
$2.22M -$92.9K -5,067 -4%
Goldman Sachs
131
Goldman Sachs
New York
$2.2M -$564K -30,840 -20%
RC
132
Roundview Capital
New Jersey
$2.16M +$40.6K +2,220 +2%
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.15M +$329K +17,967 +18%
GC
134
Grimes & Company
Massachusetts
$2.15M -$77.2K -4,221 -3%
MWAC
135
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.13M -$124K -6,765 -5%
AOWM
136
Alpha Omega Wealth Management
Virginia
$2.08M +$142K +7,782 +7%
SFA
137
Sequoia Financial Advisors
Ohio
$2.04M -$30.6K -1,674 -1%
BC
138
Burleson & Co
California
$2M +$76.6K +4,185 +4%
FA
139
Fagan Associates
New York
$1.98M +$265K +14,502 +15%
AG
140
Advisor Group
Arizona
$1.98M -$2.45M -134,124 -55%
TFS
141
TrustCore Financial Services
Tennessee
$1.96M +$1.27M +69,447 +184%
CHA
142
Carmichael Hill & Associates
Maryland
$1.95M +$42.1K +2,301 +2%
LFAS
143
Level Four Advisory Services
Texas
$1.95M +$832K +45,444 +75%
SFWA
144
Summit Financial Wealth Advisors
Louisiana
$1.94M – – –
FANJ
145
Financial Architects (New Jersey)
New Jersey
$1.93M -$1.1K -60 -0.1%
SIA
146
Starfire Investment Advisers
Michigan
$1.9M +$23K +1,257 +1%
JIC
147
Johnson Investment Counsel
Ohio
$1.89M +$692K +37,857 +58%
PAG
148
Private Advisor Group
New Jersey
$1.88M +$888K +48,510 +89%
B
149
Brightworth
Georgia
$1.87M -$49K -2,679 -3%
FBB
150
Fulton Breakefield Broenniman
Maryland
$1.84M -$110K -6,024 -6%
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