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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$47.1M
2
AA
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
$60.5M
4
LFAS
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
Jane Street
New York
$9.68M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
Tradewinds Capital Management
Washington
$7.01M
3
HA
Harfst & Associates
Wyoming
$2.71M
4
CWM
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
151
Roundview Capital
New Jersey
$2.18M -$92.2K -4,779 -4%
FANJ
152
Financial Architects (New Jersey)
New Jersey
$2.16M +$130K +6,735 +6%
MWAC
153
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.16M -$84.4K -4,380 -4%
CHA
154
Carmichael Hill & Associates
Maryland
$2.16M +$103K +5,322 +5%
SFA
155
Sequoia Financial Advisors
Ohio
$2.12M -$35.1K -1,818 -2%
B
156
Brightworth
Georgia
$2.06M +$89.3K +4,635 +5%
CCA
157
Clearwater Capital Advisors
Illinois
$2.05M +$360K +18,651 +21%
BIA
158
Bigelow Investment Advisors
Maine
$1.98M +$44.8K +2,322 +2%
KWM
159
Kingsview Wealth Management
Oregon
$1.97M +$210K +10,893 +12%
SIA
160
Starfire Investment Advisers
Michigan
$1.94M -$64.3K -3,333 -3%
FBB
161
Fulton Breakefield Broenniman
Maryland
$1.93M -$12.7K -660 -0.7%
MCM
162
Mengis Capital Management
Oregon
$1.91M +$226K +11,739 +13%
WIC
163
Whitegate Investment Counselors
New Hampshire
$1.9M +$8.27K +429 +0.4%
IF
164
Ironwood Financial
Arizona
$1.84M +$71K +3,684 +4%
LCC
165
Lincoln Capital Corp
Rhode Island
$1.83M +$33.7K +1,749 +2%
JWS
166
Juncture Wealth Strategies
Arizona
$1.83M +$753K +39,045 +70%
BC
167
Burleson & Co
California
$1.82M -$87.6K -5,016 -5%
TW
168
Transform Wealth
Colorado
$1.77M -$15.7K -816 -0.9%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$1.77M +$1.06M +55,032 +151%
OA
170
Opes Advisors
California
$1.74M +$113K +5,844 +7%
KIA
171
KCM Investment Advisors
California
$1.73M +$58 +3 +0%
IAS
172
IMA Advisory Services
Colorado
$1.71M -$19.4K -1,005 -1%
BW
173
Bison Wealth
Georgia
$1.71M +$381K +19,764 +29%
LBC
174
Lowe Brockenbrough & Co
Virginia
$1.69M +$141K +7,305 +9%
AA
175
Alesco Advisors
New York
$1.69M +$11.6K +600 +0.7%
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