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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
CWH Capital Management
Washington
$15.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
Morgan Stanley
New York
$15.7M
4
BFG
Bouchey Financial Group
New York
$266K
5
MI
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
151
Ironwood Financial
Arizona
$1.64M +$101K +5,757 +7%
AMM
152
American Money Management
California
$1.63M -$105K -5,985 -6%
KIA
153
KCM Investment Advisors
California
$1.59M +$53 +3 +0%
AA
154
Alesco Advisors
New York
$1.52M +$2.12K +120 +0.1%
SPIA
155
Steward Partners Investment Advisory
New York
$1.51M -$2.69M -152,403 -64%
CCA
156
Clearwater Capital Advisors
Illinois
$1.48M +$68.9K +3,912 +5%
KWM
157
Kingsview Wealth Management
Oregon
$1.46M -$582 -33 -0%
IAS
158
IMA Advisory Services
Colorado
$1.43M -$15.4K -876 -1%
ACM
159
Armbruster Capital Management
New York
$1.41M -$117K -6,630 -8%
MCM
160
Mengis Capital Management
Oregon
$1.39M +$189K +10,740 +16%
LBC
161
Lowe Brockenbrough & Co
Virginia
$1.37M +$34.6K +1,965 +3%
OA
162
Opes Advisors
California
$1.37M -$11.2K -633 -0.8%
FPCG
163
Fort Pitt Capital Group
Pennsylvania
$1.35M -$1.75M -99,075 -56%
US Bancorp
164
US Bancorp
Minnesota
$1.33M -$193K -10,968 -13%
MWM
165
Meridian Wealth Management
Kentucky
$1.33M -$24.9K -1,413 -2%
SIAS
166
Shine Investment Advisory Services
Colorado
$1.32M +$60.5K +3,432 +5%
FC
167
FCA Corp
Texas
$1.31M -$169K -9,600 -11%
RJA
168
Raymond James & Associates
Florida
$1.31M +$186K +10,554 +17%
APA
169
American Portfolios Advisors
New York
$1.27M +$135K +7,656 +12%
CFIA
170
Cantor Fitzgerald Investment Advisors
New York
$1.27M -$163K -9,237 -11%
HIC
171
Hartline Investment Corp
Illinois
$1.22M -$545K -30,936 -31%
PWSG
172
Pacific Wealth Strategies Group
California
$1.21M +$298K +16,896 +33%
JIC
173
Johnson Investment Counsel
Ohio
$1.16M +$173K +9,798 +18%
ECML
174
Eagle Capital Management (Louisiana)
Louisiana
$1.15M -$8.78M -497,973 -88%
GA
175
Gateway Advisory
New Jersey
$1.15M +$386K +21,900 +50%
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