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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

307 hedge funds and large institutions have $1.17B invested in Schwab US Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+21
Holders Change %
+7.34%
% of All Funds
7.67%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
38
Increased
167
Reduced
67
Closed
17
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$11K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$27.7M
2
AWMG
Alliance Wealth Management Group
New Jersey
$12.4M
3
HSA
HBK Sorce Advisory
Pennsylvania
$44.1M
4
AWM
Avior Wealth Management
Nebraska
$4.84M
5
UCFA
United Capital Financial Advisors
Texas
$8.14M

Top Sellers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
Piershale Financial Group
Illinois
$0
3
Creative Planning
Creative Planning
Kansas
$5.74M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
JMG Financial Group
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
176
Bison Wealth
Georgia
$671K +$301 +18 +0%
PWM
177
Perigon Wealth Management
California
$647K +$44.6K +2,673 +7%
AIM
178
Avity Investment Management
Connecticut
$641K -$105K -6,300 -14%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$636K +$128K +7,644 +25%
BAM
180
Belpointe Asset Management
Nevada
$624K +$624K +37,344 New
NP
181
NorthRock Partners
Minnesota
$586K -$462K -27,630 -44%
AI
182
Atria Investments
North Carolina
$583K -$40.6K -2,430 -7%
FAM
183
Foothills Asset Management
Arizona
$569K -$13K -780 -2%
SG Americas Securities
184
SG Americas Securities
New York
$565K – – –
BSWMG
185
Barrington Strategic Wealth Management Group
Illinois
$558K -$43.3K -2,595 -7%
CA
186
Cambridge Advisors
Nebraska
$548K +$29.4K +1,764 +6%
ASN
187
Advisory Services Network
Georgia
$540K +$300K +17,958 +125%
Mariner
188
Mariner
Kansas
$536K +$200K +11,982 +59%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$535K +$525K +30,192 +5,032%
CWM
190
Confluence Wealth Management
Oregon
$533K -$1.66K -99 -0.3%
WI
191
Wintrust Investments
Illinois
$533K +$533K +31,911 New
GLRA
192
Gerald L. Ray & Associates
Texas
$530K +$530K +31,725 New
SWA
193
Sutton Wealth Advisors
Florida
$530K +$3.01K +180 +0.6%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$527K +$61K +3,657 +13%
WF
195
WealthTrust Fairport
Ohio
$522K +$36.8K +2,205 +8%
BL
196
BCWM LLC
Kansas
$499K +$33.8K +2,022 +7%
Baird Financial Group
197
Baird Financial Group
Wisconsin
$487K – – –
AIM
198
Anchor Investment Management
South Carolina
$482K +$315K +18,882 +189%
JWA
199
JFS Wealth Advisors
Pennsylvania
$464K +$156K +9,330 +51%
FNBT
200
FineMark National Bank & Trust
Florida
$462K -$11.3K -678 -2%
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8
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