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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.5M
2
Jane Street
Jane Street
New York
+$6.28M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.88M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
+$3.12M
5
AI
Atria Investments
North Carolina
+$2.55M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$38M
2
SI
SII Investments
Wisconsin
-$9.66M
3
SHJ
Sharkey, Howes & Javer
Colorado
-$9.45M
4
AL
Aspiriant LLC
California
-$8.31M
5
AWMG
Alliance Wealth Management Group
New Jersey
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
176
GW Henssler & Associates
Georgia
$1M +$39.4K +2,217 +4%
HA
177
Harborview Advisors
Maine
$1M +$1M +56,418 New
DSN
178
D. Scott Neal
Kentucky
$996K -$42.4K -2,388 -4%
JIC
179
Johnson Investment Counsel
Ohio
$990K +$200K +11,241 +25%
PCM
180
Parsons Capital Management
Rhode Island
$989K +$23K +1,296 +2%
AFG
181
Arkansas Financial Group
Arkansas
$987K -$7.08K -399 -0.7%
SAM
182
Sawgrass Asset Management
Florida
$959K +$57.5K +3,240 +6%
Koshinski Asset Management
183
Koshinski Asset Management
Illinois
$955K +$279K +15,708 +41%
WI
184
Wintrust Investments
Illinois
$933K +$367K +20,649 +65%
WC
185
Whitnell & Co
Illinois
$924K -$11.7K -657 -1%
PWSG
186
Pacific Wealth Strategies Group
California
$921K +$921K +51,876 New
EA
187
Edge Advisors
Georgia
$905K +$426 +24 +0%
LNB
188
Ledyard National Bank
$885K +$885K +49,866 New
BW
189
Bison Wealth
Georgia
$880K +$167K +9,408 +23%
PFM
190
Phillips Financial Management
Indiana
$854K -$3.69K -204 -0.4%
IFS
191
Ifrah Financial Services
Arkansas
$854K +$17.5K +987 +2%
SGAM
192
Steinberg Global Asset Management
Florida
$838K +$40K +2,256 +5%
PLFAM
193
Pineno Levin & Ford Asset Management
Virginia
$822K – – –
LPIC
194
LeJeune Puetz Investment Counsel
Michigan
$818K +$9.05K +510 +1%
AFP
195
Ausdal Financial Partners
Iowa
$801K +$82.4K +4,638 +11%
ASN
196
Advisory Services Network
Georgia
$778K +$204K +11,520 +36%
GA
197
Gateway Advisory
New Jersey
$771K -$71.8K -4,041 -9%
CWS
198
Cypress Wealth Services
California
$769K +$769K +43,290 New
AA
199
Advisory Alpha
Michigan
$762K -$514K -27,972 -40%
AL
200
Aspiriant LLC
California
$757K -$8.31M -468,276 -92%
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