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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$47.1M
2
AA
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
$60.5M
4
LFAS
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
Jane Street
New York
$9.68M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
Tradewinds Capital Management
Washington
$7.01M
3
HA
Harfst & Associates
Wyoming
$2.71M
4
CWM
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cetera Advisors
Colorado
$1.57M +$1.2M +62,277 +321%
AFP
177
Ausdal Financial Partners
Iowa
$1.57M +$131K +6,783 +9%
AMM
178
American Money Management
California
$1.56M -$177K -9,186 -10%
3C
179
361 Capital
Colorado
$1.54M -$47.1K -2,442 -3%
PWSG
180
Pacific Wealth Strategies Group
California
$1.53M +$57.9K +3,000 +4%
SIAS
181
Shine Investment Advisory Services
Colorado
$1.53M -$16.9K -879 -1%
AF
182
Advisornet Financial
Minnesota
$1.45M -$179K -9,267 -11%
FC
183
FCA Corp
Texas
$1.44M +$24.4K +1,266 +2%
WI
184
Wintrust Investments
Illinois
$1.44M +$112K +5,820 +8%
SCA
185
Strategic Capital Advisers
Colorado
$1.42M +$43.4K +2,250 +3%
MWM
186
Meridian Wealth Management
Kentucky
$1.39M -$51.8K -2,688 -4%
SFWA
187
Summit Financial Wealth Advisors
Louisiana
$1.35M -$618K -34,617 -31%
SPIA
188
Steward Partners Investment Advisory
New York
$1.33M -$221K -11,457 -14%
CFIA
189
Cantor Fitzgerald Investment Advisors
New York
$1.32M -$49.3K -2,556 -4%
US Bancorp
190
US Bancorp
Minnesota
$1.3M -$140K -7,269 -10%
HA
191
Harborview Advisors
Maine
$1.29M +$4.69K +243 +0.4%
BFEC
192
Benjamin F. Edwards & Company
Missouri
$1.25M +$107K +5,529 +9%
Mariner
193
Mariner
Kansas
$1.25M +$191K +9,915 +18%
ASN
194
Advisory Services Network
Georgia
$1.25M +$84.3K +4,374 +7%
GHA
195
GW Henssler & Associates
Georgia
$1.23M +$37.6K +1,947 +3%
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22M -$1.05M -54,504 -46%
OIM
197
Orca Investment Management
Oregon
$1.22M -$25.3K -1,314 -2%
BAM
198
Belpointe Asset Management
Nevada
$1.2M +$272K +14,097 +29%
BCWM
199
Bartlett & Co Wealth Management
Ohio
$1.18M +$188K +9,741 +19%
BC
200
Bartlett & Co
Ohio
$1.18M +$188K +9,741 +19%
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