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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
AT Bancorp
Iowa
$65.2M
2
BWL
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
Creative Planning
Kansas
$10.7M
4
ECM
Exchange Capital Management
Michigan
$4.68M
5
RWM
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
Salem Investment Counselors
North Carolina
$0
2
CCP
Cardan Capital Partners
Colorado
$0
3
SHJ
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
Avior Wealth Management
Nebraska
$0
5
CIAS
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sutton Wealth Advisors
Florida
$506K +$64.1K +3,996 +15%
CA
177
Cambridge Advisors
Nebraska
$499K +$10.9K +681 +2%
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$489K +$112K +6,972 +30%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$474K +$34.5K +2,148 +8%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$468K – – –
WF
181
WealthTrust Fairport
Ohio
$466K -$13.6K -849 -3%
FNBT
182
FineMark National Bank & Trust
Florida
$454K +$92.5K +5,769 +26%
CIAS
183
Capital Investment Advisory Services
North Carolina
$449K -$3.12M -194,550 -87%
SSWM
184
Sheets Smith Wealth Management
North Carolina
$448K -$29.6K -1,842 -6%
BL
185
BCWM LLC
Kansas
$447K -$434 -27 -0.1%
AIA
186
Armor Investment Advisors
North Carolina
$431K -$20K -1,248 -4%
DG
187
Davidson & Garrard
Virginia
$394K +$19.4K +1,206 +5%
SIC
188
Sigma Investment Counselors
Michigan
$387K +$16.5K +1,026 +4%
OC
189
Oarsman Capital
Wisconsin
$380K +$6.74K +420 +2%
RPA
190
Rock Point Advisors
Vermont
$379K +$723 +45 +0.2%
CWM
191
Concert Wealth Management
California
$373K +$3.84K +240 +1%
MA
192
MUFG Americas
New York
$370K +$308K +19,167 +493%
WCM
193
Wealthcare Capital Management
Virginia
$352K – – –
Calamos Advisors
194
Calamos Advisors
Illinois
$348K +$348K +21,678 New
BL
195
Balentine LLC
Georgia
$339K – – –
AIM
196
Aspen Investment Management
Michigan
$339K +$2.5K +156 +0.7%
VC
197
Vicus Capital
Pennsylvania
$333K -$38.2K -2,382 -10%
Mariner
198
Mariner
Kansas
$323K +$1.25K +78 +0.4%
DWM
199
Destination Wealth Management
California
$315K -$17.6K -1,095 -5%
HFS
200
HL Financial Services
Kentucky
$313K +$313K +19,488 New
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