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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
$43.2M
3
KP
Keel Point
Alabama
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$26M
5
CWM
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
Jane Street
New York
$2.83M
3
EVM
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
Newport Wealth Strategies
California
$4.33M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
151
Bigelow Investment Advisors
Maine
$1.83M +$104K +5,706 +6%
SWM
152
SeaCrest Wealth Management
New York
$1.8M -$52.3K -2,856 -3%
WIC
153
Whitegate Investment Counselors
New Hampshire
$1.8M +$52.5K +2,871 +3%
LCC
154
Lincoln Capital Corp
Rhode Island
$1.71M -$384 -21 -0%
TW
155
Transform Wealth
Colorado
$1.7M -$72.3K -3,954 -4%
IF
156
Ironwood Financial
Arizona
$1.68M -$22.5K -1,227 -1%
KWM
157
Kingsview Wealth Management
Oregon
$1.67M +$160K +8,733 +11%
AMM
158
American Money Management
California
$1.65M -$39.3K -2,145 -2%
KIA
159
KCM Investment Advisors
California
$1.65M – – –
IAS
160
IMA Advisory Services
Colorado
$1.64M +$158K +8,616 +11%
B
161
Bailard
California
$1.63M +$1.63M +89,292 New
CCA
162
Clearwater Capital Advisors
Illinois
$1.61M +$69.5K +3,801 +5%
MCM
163
Mengis Capital Management
Oregon
$1.6M +$157K +8,562 +11%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.6M -$850K -46,461 -35%
AA
165
Alesco Advisors
New York
$1.59M +$7.14K +390 +0.5%
OA
166
Opes Advisors
California
$1.55M +$129K +7,044 +9%
AF
167
Advisornet Financial
Minnesota
$1.54M -$278K -15,174 -15%
3C
168
361 Capital
Colorado
$1.5M +$1.5M +82,143 New
SPIA
169
Steward Partners Investment Advisory
New York
$1.47M -$90.2K -4,929 -6%
LBC
170
Lowe Brockenbrough & Co
Virginia
$1.47M +$47.2K +2,580 +3%
SIAS
171
Shine Investment Advisory Services
Colorado
$1.47M +$94.3K +5,151 +7%
ACM
172
Armbruster Capital Management
New York
$1.45M -$13.2K -720 -0.9%
APA
173
American Portfolios Advisors
New York
$1.44M +$122K +6,687 +9%
FAAS
174
First Allied Advisory Services
California
$1.41M +$1.41M +76,710 New
PWSG
175
Pacific Wealth Strategies Group
California
$1.4M +$137K +7,464 +11%
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