SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$199M
2
SI
SII Investments
Wisconsin
$2.38M
3
SHJ
Sharkey, Howes & Javer
Colorado
$36M
4
AL
Aspiriant LLC
California
$757K
5
AWMG
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
151
FCA Corp
Texas
$1.49M +$17.3K +975 +1%
KWM
152
Kingsview Wealth Management
Oregon
$1.47M +$95.9K +5,400 +7%
IAS
153
IMA Advisory Services
Colorado
$1.46M +$101K +5,679 +7%
BC
154
Burleson & Co
California
$1.45M +$1.45M +81,555 New
CFIA
155
Cantor Fitzgerald Investment Advisors
New York
$1.44M +$47.8K +2,694 +3%
CCA
156
Clearwater Capital Advisors
Illinois
$1.42M +$55K +3,099 +4%
JWS
157
Juncture Wealth Strategies
Arizona
$1.4M -$2.13M -120,075 -60%
OA
158
Opes Advisors
California
$1.39M +$44.4K +2,499 +3%
OIM
159
Orca Investment Management
Oregon
$1.38M +$1.38M +77,535 New
MWM
160
Meridian Wealth Management
Kentucky
$1.36M +$265K +14,895 +24%
HFS
161
HL Financial Services
Kentucky
$1.35M +$544K +30,627 +67%
MCM
162
Mitchell Capital Management
Kansas
$1.35M -$496K -27,924 -27%
LBC
163
Lowe Brockenbrough & Co
Virginia
$1.35M +$93.2K +5,250 +7%
DC
164
Davenport & Co
Virginia
$1.31M +$585K +32,955 +81%
VDFA
165
Vickerman & Driscoll Financial Advisors
Washington
$1.29M +$1.29M +72,558 New
SIAS
166
Shine Investment Advisory Services
Colorado
$1.27M +$15.2K +858 +1%
LYV
167
Live Your Vision
Pennsylvania
$1.23M -$553K -29,973 -31%
MCM
168
Mengis Capital Management
Oregon
$1.21M +$160K +9,015 +15%
SCA
169
Strategic Capital Advisers
Colorado
$1.14M +$1.14M +64,230 New
APA
170
American Portfolios Advisors
New York
$1.14M +$1.14M +64,218 New
RJA
171
Raymond James & Associates
Florida
$1.13M +$169K +9,495 +18%
RC
172
Roundview Capital
New Jersey
$1.11M +$88.8K +5,001 +9%
BC
173
Bartlett & Co
Ohio
$1.06M +$33.8K +1,902 +3%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$1.05M +$96.1K +5,412 +10%
SFG
175
StrategIQ Financial Group
Indiana
$1.02M -$21.2K -1,194 -2%
5 6
7
8 9