SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$47.1M
2
AA
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
$60.5M
4
LFAS
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
Jane Street
New York
$9.68M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
Tradewinds Capital Management
Washington
$7.01M
3
HA
Harfst & Associates
Wyoming
$2.71M
4
CWM
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
126
Cypress Capital Management (Wyoming)
Wyoming
$2.88M +$198K +10,245 +7%
WSTAM
127
Wilbanks Smith & Thomas Asset Management
Virginia
$2.84M +$52.3K +2,712 +2%
PFT
128
Providence First Trust
Arizona
$2.83M +$46.3K +2,400 +2%
WC
129
Westwind Capital
New Mexico
$2.83M -$101K -5,232 -3%
RWA
130
River Wealth Advisors
Pennsylvania
$2.74M -$18.4K -954 -0.7%
AG
131
Advisor Group
Arizona
$2.72M +$639K +33,144 +31%
HA
132
Harfst & Associates
Wyoming
$2.71M -$3.96M -205,308 -59%
PWA
133
Providence Wealth Advisors
Illinois
$2.71M +$52.8K +2,739 +2%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$2.7M +$111K +5,766 +4%
JIC
135
Johnson Investment Counsel
Ohio
$2.7M +$702K +36,399 +35%
SWM
136
Stockman Wealth Management
Montana
$2.62M -$22.1K -1,146 -0.8%
MIAN
137
Mariner Independent Advisor Network
Kansas
$2.5M +$1.85M +95,973 +284%
MWA
138
MFA Wealth Advisors
Pennsylvania
$2.48M -$12.4M -699,174 -83%
APA
139
American Portfolios Advisors
New York
$2.47M +$955K +49,557 +63%
FC
140
Forte Capital
New York
$2.43M +$25.5K +1,323 +1%
CWM
141
Chesapeake Wealth Management
Virginia
$2.37M +$5.03K +261 +0.2%
FA
142
Fagan Associates
New York
$2.36M +$275K +14,268 +13%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$2.36M +$2.36M +122,367 New
AA
144
Advisory Alpha
Michigan
$2.32M +$58.9K +3,150 +3%
Goldman Sachs
145
Goldman Sachs
New York
$2.32M +$1.27K +66 +0.1%
CA
146
Capital Advantage
California
$2.32M -$28.1K -1,455 -1%
AOWM
147
Alpha Omega Wealth Management
Virginia
$2.28M +$90.5K +4,695 +4%
JFA
148
JNBA Financial Advisors
Minnesota
$2.28M +$2.28M +118,275 +69,167%
SWM
149
SeaCrest Wealth Management
New York
$2.27M +$367K +19,041 +19%
GC
150
Grimes & Company
Massachusetts
$2.24M -$21.8K -1,131 -1%
4 5
6
7 8