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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

307 hedge funds and large institutions have $1.17B invested in Schwab US Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+21
Holders Change %
+7.34%
% of All Funds
7.67%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
38
Increased
167
Reduced
67
Closed
17
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$11K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$27.7M
2
AWMG
Alliance Wealth Management Group
New Jersey
$12.4M
3
HSA
HBK Sorce Advisory
Pennsylvania
$44.1M
4
AWM
Avior Wealth Management
Nebraska
$4.84M
5
UCFA
United Capital Financial Advisors
Texas
$8.14M

Top Sellers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
Piershale Financial Group
Illinois
$0
3
Creative Planning
Creative Planning
Kansas
$5.74M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
JMG Financial Group
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
151
Roundview Capital
New Jersey
$964K +$68.9K +4,125 +8%
AFG
152
Arkansas Financial Group
Arkansas
$935K +$4.96K +297 +0.5%
PCM
153
Parsons Capital Management
Rhode Island
$909K +$56.6K +3,387 +7%
GHA
154
GW Henssler & Associates
Georgia
$908K -$22.8K -1,365 -2%
RJA
155
Raymond James & Associates
Florida
$902K -$17.8K -1,065 -2%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$895K +$402K +24,039 +81%
NPC
157
National Planning Corporation
California
$886K +$87.9K +5,265 +11%
WC
158
Whitnell & Co
Illinois
$881K -$2.56K -153 -0.3%
EA
159
Edge Advisors
Georgia
$851K +$771K +46,155 +957%
APSP
160
Asset Planning Services (Pennsylvania)
Pennsylvania
$848K +$110K +6,570 +15%
SAM
161
Sawgrass Asset Management
Florida
$848K +$129K +7,710 +18%
PFM
162
Phillips Financial Management
Indiana
$793K +$19.9K +1,191 +3%
GA
163
Gateway Advisory
New Jersey
$792K -$14.4K -864 -2%
IFS
164
Ifrah Financial Services
Arkansas
$787K +$80.8K +4,839 +11%
PLFAM
165
Pineno Levin & Ford Asset Management
Virginia
$773K -$43.3K -2,595 -5%
FA
166
FDx Advisors
Illinois
$770K +$770K +46,125 New
LPIC
167
LeJeune Puetz Investment Counsel
Michigan
$761K +$7.26K +435 +1%
HFS
168
HL Financial Services
Kentucky
$760K +$434K +25,998 +133%
SGAM
169
Steinberg Global Asset Management
Florida
$751K +$902 +54 +0.1%
JIC
170
Johnson Investment Counsel
Ohio
$743K +$197K +11,781 +36%
SCA
171
Snowden Capital Advisors
New York
$738K +$738K +44,190 New
BPM
172
Bowling Portfolio Management
Ohio
$695K +$14.2K +852 +2%
RFA
173
Reilly Financial Advisors
California
$680K +$25.8K +1,542 +4%
DC
174
Davenport & Co
Virginia
$680K +$680K +40,689 New
AFP
175
Ausdal Financial Partners
Iowa
$676K +$75.7K +4,530 +13%
5 6
7
8 9