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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
Asset Advisors Corp
Georgia
$8.14M
4
BAM
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.4M
2
NP
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
Wells Fargo
California
$9.65M
4
Jane Street
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Avity Investment Management
Connecticut
$705K +$145K +9,210 +26%
IAS
152
IMA Advisory Services
Colorado
$664K +$386K +24,483 +139%
IFS
153
Ifrah Financial Services
Arkansas
$661K -$34.4K -2,178 -5%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$653K -$38.1K -2,415 -6%
PFM
155
Phillips Financial Management
Indiana
$643K +$24.3K +1,569 +4%
FAM
156
Foothills Asset Management
Arizona
$633K -$2.98K -189 -0.5%
BPM
157
Bowling Portfolio Management
Ohio
$628K +$44K +2,790 +8%
RFA
158
Reilly Financial Advisors
California
$602K +$94.6K +5,991 +19%
IWM
159
Integrated Wealth Management
California
$583K +$71.4K +4,521 +14%
BC
160
Barnett & Company
Tennessee
$578K +$82.2K +5,208 +17%
PWM
161
Perigon Wealth Management
California
$568K -$36.6K -2,322 -6%
JIC
162
Johnson Investment Counsel
Ohio
$541K +$154K +9,783 +40%
SAM
163
Sawgrass Asset Management
Florida
$526K +$255K +16,140 +94%
DSN
164
D. Scott Neal
Kentucky
$510K +$488K +30,960 +2,243%
CWM
165
Confluence Wealth Management
Oregon
$504K -$12.6K -801 -2%
CA
166
Cambridge Advisors
Nebraska
$479K +$53K +3,363 +12%
WF
167
WealthTrust Fairport
Ohio
$472K +$44.9K +2,841 +11%
SSWM
168
Sheets Smith Wealth Management
North Carolina
$470K -$44.1K -2,790 -9%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$460K – – –
AI
170
Atria Investments
North Carolina
$456K +$119K +7,527 +35%
AIA
171
Armor Investment Advisors
North Carolina
$443K -$3.78K -240 -0.8%
BL
172
BCWM LLC
Kansas
$440K -$16K -1,014 -4%
SWA
173
Sutton Wealth Advisors
Florida
$435K +$6.48K +411 +2%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$432K +$47.2K +2,991 +12%
PCM
175
Parsons Capital Management
Rhode Island
$407K +$16.2K +1,023 +4%
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