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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
Asset Advisors Corp
Georgia
$8.14M
4
BAM
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.4M
2
NP
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
Wells Fargo
California
$9.65M
4
Jane Street
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
176
Advisor Group
Arizona
$400K +$34K +2,157 +9%
AFP
177
Ausdal Financial Partners
Iowa
$382K +$382K +24,192 New
RPA
178
Rock Point Advisors
Vermont
$372K -$34.8K -2,205 -9%
SIAS
179
Shine Investment Advisory Services
Colorado
$372K +$372K +23,568 New
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$371K +$61.6K +3,897 +20%
DG
181
Davidson & Garrard
Virginia
$368K +$2.36K +150 +0.6%
OC
182
Oarsman Capital
Wisconsin
$367K +$3.69K +234 +1%
VC
183
Vicus Capital
Pennsylvania
$365K -$43.4K -2,748 -11%
SIC
184
Sigma Investment Counselors
Michigan
$364K -$111K -7,005 -23%
FNBT
185
FineMark National Bank & Trust
Florida
$356K +$21.4K +1,353 +6%
UAS
186
United Asset Strategies
New York
$354K +$118K +7,497 +50%
CWM
187
Concert Wealth Management
California
$349K +$98.2K +6,489 +39%
WCM
188
Wealthcare Capital Management
Virginia
$345K – – –
BL
189
Balentine LLC
Georgia
$333K +$333K +21,093 New
AIM
190
Aspen Investment Management
Michigan
$331K +$26.8K +1,701 +9%
DWM
191
Destination Wealth Management
California
$327K +$331 +21 +0.1%
Mariner
192
Mariner
Kansas
$317K -$12.5K -792 -4%
BFPW
193
BOK Financial Private Wealth
Colorado
$302K -$20.9K -1,323 -6%
PPSG
194
Princeton Portfolio Strategies Group
New Jersey
$295K +$852 +54 +0.3%
ZIM
195
Zacks Investment Management
Illinois
$289K -$2.27K -144 -0.8%
WAM
196
Watermark Asset Management
California
$288K +$288K +18,258 New
EK
197
Evensky & Katz
Florida
$282K -$10.3K -654 -4%
JWA
198
JFS Wealth Advisors
Pennsylvania
$277K – – –
TH
199
Timber Hill
Connecticut
$262K -$515K -32,652 -66%
PIM
200
Penobscot Investment Management
Massachusetts
$256K +$18.9K +1,200 +8%
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