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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$199M
2
SI
SII Investments
Wisconsin
$2.38M
3
SHJ
Sharkey, Howes & Javer
Colorado
$36M
4
AL
Aspiriant LLC
California
$757K
5
AWMG
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
201
Bowling Portfolio Management
Ohio
$757K +$18.9K +1,062 +3%
LFAS
202
Level Four Advisory Services
Texas
$747K +$340K +19,122 +83%
FA
203
FDx Advisors
Illinois
$745K -$73.9K -4,161 -9%
BAM
204
Belpointe Asset Management
Nevada
$723K +$59.8K +3,366 +9%
Mariner
205
Mariner
Kansas
$723K +$152K +8,586 +27%
SCA
206
Snowden Capital Advisors
New York
$677K -$108K -6,087 -14%
VCM
207
Vivaldi Capital Management
Illinois
$611K +$611K +34,431 New
CA
208
Cambridge Advisors
Nebraska
$610K +$27.3K +1,539 +5%
WIA
209
Wealthstreet Investment Advisors
Texas
$601K +$601K +33,825 New
FAM
210
Foothills Asset Management
Arizona
$600K -$5.33K -300 -0.9%
JWA
211
JFS Wealth Advisors
Pennsylvania
$599K +$105K +5,907 +21%
TC
212
Telemus Capital
Michigan
$593K +$593K +33,381 New
WF
213
WealthTrust Fairport
Ohio
$579K +$24.1K +1,356 +4%
BFEC
214
Benjamin F. Edwards & Company
Missouri
$576K +$383K +21,570 +199%
SSWM
215
Sheets Smith Wealth Management
North Carolina
$572K +$11.1K +627 +2%
KM
216
Kalos Management
Georgia
$559K +$559K +32,289 New
CWM
217
Confluence Wealth Management
Oregon
$558K -$8.37K -471 -1%
CCMW
218
Cypress Capital Management (Wyoming)
Wyoming
$548K +$124K +6,966 +29%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$543K -$3.51K -198 -0.6%
MA
220
MUFG Americas
New York
$534K +$44.8K +2,523 +9%
HGWM
221
Harvest Group Wealth Management
Massachusetts
$521K +$521K +29,355 New
SWA
222
Sutton Wealth Advisors
Florida
$511K -$52.1K -2,934 -9%
BAC
223
Boys Arnold & Co
North Carolina
$506K +$284K +15,975 +128%
CA
224
Calton & Associates
Florida
$502K +$502K +26,943 New
BL
225
BCWM LLC
Kansas
$500K -$30.5K -1,716 -6%
7 8
9
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