SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
$43.2M
3
KP
Keel Point
Alabama
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$26M
5
CWM
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
Jane Street
New York
$2.83M
3
EVM
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
Newport Wealth Strategies
California
$4.33M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
201
Mariner
Kansas
$1M +$523K +28,575 +109%
SAM
202
Sawgrass Asset Management
Florida
$992K – – –
Bank of New York Mellon
203
Bank of New York Mellon
New York
$971K -$84.4K -4,608 -8%
SGAM
204
Steinberg Global Asset Management
Florida
$971K +$71K +3,882 +8%
BC
205
Bartlett & Co
Ohio
$942K -$137K -7,512 -13%
BCWM
206
Bartlett & Co Wealth Management
Ohio
$942K -$137K -7,512 -13%
MCM
207
Mitchell Capital Management
Kansas
$936K +$21.4K +1,167 +2%
EA
208
Edge Advisors
Georgia
$933K – – –
WC
209
Whitnell & Co
Illinois
$910K +$2.14K +117 +0.2%
FFBTD
210
First Financial Bank - Trust Division
Ohio
$905K +$905K +49,440 New
IFS
211
Ifrah Financial Services
Arkansas
$904K -$31.5K -1,719 -3%
BAM
212
Belpointe Asset Management
Nevada
$884K +$131K +7,173 +17%
CHA
213
Cooper/Haims Advisors
New York
$883K -$182K -9,963 -17%
BAMG
214
Brand Asset Management Group
Missouri
$882K +$882K +48,192 New
Renaissance Technologies
215
Renaissance Technologies
New York
$851K +$538K +29,400 +172%
PLFAM
216
Pineno Levin & Ford Asset Management
Virginia
$847K -$769 -42 -0.1%
PAM
217
Peak Asset Management
Colorado
$821K +$257K +14,037 +46%
VCM
218
Vivaldi Capital Management
Illinois
$819K +$16.9K +921 +2%
SWA
219
Sutton Wealth Advisors
Florida
$805K +$67.2K +3,675 +9%
LPIC
220
LeJeune Puetz Investment Counsel
Michigan
$787K -$63.1K -3,450 -7%
BPM
221
Bowling Portfolio Management
Ohio
$780K -$13.1K -717 -2%
SSWM
222
Sheets Smith Wealth Management
North Carolina
$757K +$93.3K +5,094 +14%
MGIA
223
Moneta Group Investment Advisors
Missouri
$753K +$623K +34,029 +477%
CA
224
Cambridge Advisors
Nebraska
$746K +$2.96K +162 +0.4%
WF
225
WealthTrust Fairport
Ohio
$743K +$56.8K +3,102 +8%
7 8
9
10 11