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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
$43.2M
3
KP
Keel Point
Alabama
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$26M
5
CWM
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
Jane Street
New York
$2.83M
3
EVM
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
Newport Wealth Strategies
California
$4.33M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$1.37M -$12.2K -666 -0.9%
MWM
177
Meridian Wealth Management
Kentucky
$1.37M -$5.49K -300 -0.4%
AFP
178
Ausdal Financial Partners
Iowa
$1.36M +$315K +17,223 +30%
SCA
179
Strategic Capital Advisers
Colorado
$1.35M +$136K +7,170 +11%
FC
180
FCA Corp
Texas
$1.35M -$11.6K -636 -0.9%
CFIA
181
Cantor Fitzgerald Investment Advisors
New York
$1.3M -$16.1K -879 -1%
TRCT
182
Tower Research Capital (TRC)
New York
$1.3M -$905K -49,464 -41%
PFA
183
Pinnacle Family Advisors
Missouri
$1.29M -$593K -32,427 -32%
BW
184
Bison Wealth
Georgia
$1.26M +$189K +10,350 +18%
WI
185
Wintrust Investments
Illinois
$1.26M +$138K +7,521 +12%
CM
186
Columbus Macro
Pennsylvania
$1.22M +$1.22M +66,765 New
HA
187
Harborview Advisors
Maine
$1.22M +$69.8K +3,813 +6%
KM
188
Kalos Management
Georgia
$1.18M +$1.18M +62,124 New
OIM
189
Orca Investment Management
Oregon
$1.18M +$67.6K +3,693 +6%
ASN
190
Advisory Services Network
Georgia
$1.14M +$235K +12,423 +26%
GHA
191
GW Henssler & Associates
Georgia
$1.13M +$42.2K +2,307 +4%
CWS
192
Cypress Wealth Services
California
$1.1M +$146K +7,986 +15%
BFEC
193
Benjamin F. Edwards & Company
Missouri
$1.09M +$117K +6,369 +12%
LYV
194
Live Your Vision
Pennsylvania
$1.08M -$5.37K -288 -0.5%
SFG
195
StrategIQ Financial Group
Indiana
$1.07M +$17.9K +978 +2%
VC
196
Vicus Capital
Pennsylvania
$1.04M +$732K +39,978 +237%
PCM
197
Parsons Capital Management
Rhode Island
$1.03M -$4.94K -270 -0.5%
HIC
198
Hartline Investment Corp
Illinois
$1.03M -$236K -12,912 -19%
JWS
199
Juncture Wealth Strategies
Arizona
$1.02M -$67.8K -3,708 -6%
AFG
200
Arkansas Financial Group
Arkansas
$1.02M – – –
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