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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
AT Bancorp
Iowa
$65.2M
2
BWL
Bogart Wealth LLC
Virginia
$10.8M
3
Creative Planning
Creative Planning
Kansas
$10.7M
4
ECM
Exchange Capital Management
Michigan
$4.68M
5
RWM
RKL Wealth Management
Pennsylvania
$10.8M

Top Sellers

1
SIC
Salem Investment Counselors
North Carolina
$0
2
CCP
Cardan Capital Partners
Colorado
$0
3
SHJ
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
Avior Wealth Management
Nebraska
$0
5
CIAS
Capital Investment Advisory Services
North Carolina
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
201
BOK Financial Private Wealth
Colorado
$307K – – –
JWA
202
JFS Wealth Advisors
Pennsylvania
$297K +$1.4K +87 +0.5%
ZIM
203
Zacks Investment Management
Illinois
$287K -$7.28K -453 -2%
EK
204
Evensky & Katz
Florida
$286K -$1.01K -63 -0.4%
FAG
205
Financial Advisory Group
Texas
$284K +$28K +1,746 +11%
CWP
206
Capital Wealth Planning
Florida
$279K +$279K +17,358 New
WAM
207
Watermark Asset Management
California
$278K -$14.7K -915 -5%
CCMW
208
Cypress Capital Management (Wyoming)
Wyoming
$277K +$22.1K +1,374 +9%
PIM
209
Penobscot Investment Management
Massachusetts
$273K +$12K +750 +5%
PWAG
210
Polaris Wealth Advisory Group
California
$267K +$267K +16,611 New
JWM
211
Jacobus Wealth Management
Wisconsin
$260K +$20.3K +1,263 +8%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$257K +$257K +16,026 New
CAM
213
Cubic Asset Management
Massachusetts
$250K – – –
DCM
214
Donaldson Capital Management
Indiana
$237K – – –
S
215
SignatureFD
Georgia
$237K +$386 +24 +0.2%
SG
216
Somerset Group
Minnesota
$231K – – –
CA
217
Cetera Advisors
Colorado
$231K +$231K +14,349 New
ASN
218
Advisory Services Network
Georgia
$230K +$92.1K +5,748 +67%
AG
219
Appleton Group
Wisconsin
$230K +$230K +14,304 New
CWM
220
Cornerstone Wealth Management
Missouri
$218K +$218K +13,767 New
CA
221
Continuum Advisory
Idaho
$217K +$217K +13,536 New
RWP
222
RWA Wealth Partners
Massachusetts
$215K +$482 +30 +0.2%
GAM
223
Garrison Asset Management
Arkansas
$212K +$3.42K +213 +2%
RW
224
REDW Wealth
New Mexico
$208K -$14.7K -918 -7%
TCM
225
Twele Capital Management
Minnesota
$206K +$206K +12,813 New
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