SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
CWH Capital Management
Washington
$15.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
Morgan Stanley
New York
$15.7M
4
BFG
Bouchey Financial Group
New York
$266K
5
MI
Moneywise Inc
Virginia
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
201
Snowden Capital Advisors
New York
$889K +$218K +12,357 +32%
MCM
202
Mitchell Capital Management
Kansas
$881K -$457K -25,938 -34%
WC
203
Whitnell & Co
Illinois
$875K -$42.7K -2,421 -5%
SGAM
204
Steinberg Global Asset Management
Florida
$867K +$34.7K +1,971 +4%
ASN
205
Advisory Services Network
Georgia
$842K +$69.5K +3,945 +9%
LPIC
206
LeJeune Puetz Investment Counsel
Michigan
$819K +$6.61K +375 +0.8%
PLFAM
207
Pineno Levin & Ford Asset Management
Virginia
$816K +$423 +24 +0.1%
VCM
208
Vivaldi Capital Management
Illinois
$773K +$166K +9,396 +27%
BPM
209
Bowling Portfolio Management
Ohio
$764K +$12K +678 +2%
AI
210
Atria Investments
North Carolina
$753K -$2.39M -135,669 -76%
APP
211
Avantax Planning Partners
Iowa
$741K +$741K +42,018 New
MIAN
212
Mariner Independent Advisor Network
Kansas
$731K +$731K +41,508 New
BAM
213
Belpointe Asset Management
Nevada
$725K +$7.14K +405 +1%
CA
214
Cambridge Advisors
Nebraska
$716K +$110K +6,264 +18%
SWA
215
Sutton Wealth Advisors
Florida
$711K +$204K +11,562 +40%
PFM
216
Phillips Financial Management
Indiana
$709K -$110K -6,345 -13%
LNB
217
Ledyard National Bank
$670K -$209K -11,847 -24%
JWA
218
JFS Wealth Advisors
Pennsylvania
$667K +$72.6K +4,119 +12%
TFS
219
TrustCore Financial Services
Tennessee
$664K +$536K +30,387 +419%
WF
220
WealthTrust Fairport
Ohio
$661K +$86.1K +4,884 +15%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$649K -$299K -16,983 -32%
SSWM
222
Sheets Smith Wealth Management
North Carolina
$639K +$71.4K +4,053 +13%
Brown Advisory
223
Brown Advisory
Maryland
$611K -$1.06M -60,321 -64%
AIA
224
Armor Investment Advisors
North Carolina
$609K +$122K +6,900 +25%
WIA
225
Wealthstreet Investment Advisors
Texas
$596K – – –
7 8
9
10 11