SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
CWH Capital Management
Washington
$15.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
Morgan Stanley
New York
$15.7M
4
BFG
Bouchey Financial Group
New York
$266K
5
MI
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
Strategic Capital Advisers
Colorado
$1.14M – – –
HA
177
Harborview Advisors
Maine
$1.11M +$110K +6,264 +11%
WI
178
Wintrust Investments
Illinois
$1.08M +$152K +8,622 +16%
LFAS
179
Level Four Advisory Services
Texas
$1.07M +$331K +18,792 +45%
OIM
180
Orca Investment Management
Oregon
$1.07M -$297K -16,827 -22%
GHA
181
GW Henssler & Associates
Georgia
$1.05M +$51.3K +2,910 +5%
JWS
182
Juncture Wealth Strategies
Arizona
$1.05M -$344K -19,509 -25%
LYV
183
Live Your Vision
Pennsylvania
$1.04M -$154K -8,613 -13%
BC
184
Bartlett & Co
Ohio
$1.04M -$15.4K -873 -1%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$1.04M +$1.04M +58,992 New
BW
186
Bison Wealth
Georgia
$1.03M +$159K +9,042 +18%
CHA
187
Cooper/Haims Advisors
New York
$1.03M -$1.07M -60,603 -51%
FA
188
FDx Advisors
Illinois
$1.02M +$278K +15,762 +38%
Bank of New York Mellon
189
Bank of New York Mellon
New York
$1.02M -$23.6K -1,341 -2%
AFP
190
Ausdal Financial Partners
Iowa
$1.01M +$216K +12,231 +27%
SFG
191
StrategIQ Financial Group
Indiana
$1.01M -$688 -39 -0.1%
PCM
192
Parsons Capital Management
Rhode Island
$995K +$13.3K +756 +1%
AFG
193
Arkansas Financial Group
Arkansas
$980K – – –
PAG
194
Private Advisor Group
New Jersey
$959K -$604K -34,257 -39%
SAM
195
Sawgrass Asset Management
Florida
$956K +$3.44K +195 +0.4%
VDFA
196
Vickerman & Driscoll Financial Advisors
Washington
$937K -$343K -19,425 -27%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$936K +$365K +20,688 +64%
CWS
198
Cypress Wealth Services
California
$916K +$153K +8,688 +20%
IFS
199
Ifrah Financial Services
Arkansas
$901K +$52.8K +2,994 +6%
EA
200
Edge Advisors
Georgia
$899K +$264 +15 +0%
6 7
8
9 10