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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
AT Bancorp
Iowa
$65.2M
2
BWL
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
Creative Planning
Kansas
$10.7M
4
ECM
Exchange Capital Management
Michigan
$4.68M
5
RWM
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
Salem Investment Counselors
North Carolina
$0
2
CCP
Cardan Capital Partners
Colorado
$0
3
SHJ
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
Avior Wealth Management
Nebraska
$0
5
CIAS
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
151
National Planning Corporation
California
$772K +$772K +47,784 New
PFM
152
Phillips Financial Management
Indiana
$763K +$78.9K +4,788 +12%
LPIC
153
LeJeune Puetz Investment Counsel
Michigan
$725K – – –
SGAM
154
Steinberg Global Asset Management
Florida
$721K +$3.18K +198 +0.4%
AIM
155
Avity Investment Management
Connecticut
$717K – – –
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$710K +$45K +2,799 +7%
SAM
157
Sawgrass Asset Management
Florida
$692K +$156K +9,738 +29%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$683K -$2.79M -173,646 -80%
IFS
159
Ifrah Financial Services
Arkansas
$679K +$6.26K +390 +0.9%
MML Investors Services
160
MML Investors Services
Massachusetts
$660K +$660K +41,100 New
FI
161
FormulaFolio Investments
Michigan
$657K +$657K +40,908 New
BPM
162
Bowling Portfolio Management
Ohio
$654K +$15.4K +957 +2%
BW
163
Bison Wealth
Georgia
$645K +$645K +40,158 New
RFA
164
Reilly Financial Advisors
California
$629K +$16.6K +1,032 +3%
AI
165
Atria Investments
North Carolina
$599K +$135K +8,427 +29%
PWM
166
Perigon Wealth Management
California
$579K +$722 +45 +0.1%
BSWMG
167
Barrington Strategic Wealth Management Group
Illinois
$578K -$517K -32,175 -47%
AFP
168
Ausdal Financial Partners
Iowa
$577K +$189K +11,745 +49%
FAM
169
Foothills Asset Management
Arizona
$560K -$85K -5,289 -13%
Jane Street
170
Jane Street
New York
$543K -$1.39M -86,523 -72%
SG Americas Securities
171
SG Americas Securities
New York
$543K +$543K +33,810 New
KFA
172
Kelleher Financial Advisors
New York
$532K +$532K +33,174 New
JIC
173
Johnson Investment Counsel
Ohio
$525K -$24.9K -1,554 -5%
DSN
174
D. Scott Neal
Kentucky
$520K +$1.16K +72 +0.2%
CWM
175
Confluence Wealth Management
Oregon
$514K +$627 +39 +0.1%
5 6
7
8 9