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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
Asset Advisors Corp
Georgia
$8.14M
4
BAM
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.4M
2
NP
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
Wells Fargo
California
$9.65M
4
Jane Street
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
201
Financial Advisory Group
Texas
$252K +$16.4K +1,038 +7%
CCMW
202
Cypress Capital Management (Wyoming)
Wyoming
$250K -$297K -18,825 -54%
CAM
203
Cubic Asset Management
Massachusetts
$246K – – –
WA
204
WBH Advisory
Maryland
$242K +$242K +15,345 New
JWM
205
Jacobus Wealth Management
Wisconsin
$235K +$24.1K +1,533 +11%
DCM
206
Donaldson Capital Management
Indiana
$233K – – –
S
207
SignatureFD
Georgia
$232K +$232K +14,721 New
SG
208
Somerset Group
Minnesota
$227K +$227K +14,370 New
RW
209
REDW Wealth
New Mexico
$219K -$30.8K -1,959 -12%
RWP
210
RWA Wealth Partners
Massachusetts
$211K +$211K +13,359 New
GAM
211
Garrison Asset Management
Arkansas
$205K +$205K +13,008 New
FAAS
212
First Allied Advisory Services
California
$203K -$134K -8,532 -40%
ML
213
McAdam LLC
Pennsylvania
$201K -$59.7K -3,792 -23%
MWM
214
Marietta Wealth Management
Georgia
$201K +$201K +12,726 New
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$90.3K +5,727 +92%
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$165K +$29.6K +1,875 +22%
PSUF
217
People's United Financial
Connecticut
$159K +$7.39K +468 +5%
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$138K +$95 +6 +0.1%
PFO
219
Pathstone Family Office
New Jersey
$138K +$138K +8,721 New
ASN
220
Advisory Services Network
Georgia
$136K +$136K +8,610 New
AIS
221
Accurate Investment Solutions
Pennsylvania
$130K – – –
SBL
222
Sargent Bickham Lagudis
Colorado
$115K -$77.7K -4,929 -40%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$114K – – –
RCA
224
Rowland Carmichael Advisors
Arizona
$102K -$6.84K -435 -6%
RCG
225
Ruggie Capital Group
Florida
$100K +$6.27K +399 +7%
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