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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$47.1M
2
AA
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
$60.5M
4
LFAS
Level Four Advisory Services
Texas
$8.75M
5
Jane Street
Jane Street
New York
$9.68M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
Tradewinds Capital Management
Washington
$7.01M
3
HA
Harfst & Associates
Wyoming
$2.71M
4
CWM
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
AT Bancorp
Iowa
$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
201
Armbruster Capital Management
New York
$1.17M -$359K -18,645 -24%
CWS
202
Cypress Wealth Services
California
$1.15M -$8.67K -450 -0.8%
LYV
203
Live Your Vision
Pennsylvania
$1.12M +$1.91K +99 +0.2%
VC
204
Vicus Capital
Pennsylvania
$1.09M -$9.78K -507 -0.9%
HIC
205
Hartline Investment Corp
Illinois
$1.08M +$521 +27 +0%
SFG
206
StrategIQ Financial Group
Indiana
$1.08M -$45.7K -2,370 -4%
AFG
207
Arkansas Financial Group
Arkansas
$1.07M +$1.21K +63 +0.1%
PCM
208
Parsons Capital Management
Rhode Island
$1.06M -$27.5K -1,428 -3%
FAAS
209
First Allied Advisory Services
California
$1.04M -$440K -22,794 -30%
SAM
210
Sawgrass Asset Management
Florida
$1.03M -$13.9K -720 -1%
SGAM
211
Steinberg Global Asset Management
Florida
$1.01M -$8.73K -453 -0.9%
FC
212
Ferris Capital
Massachusetts
$1.01M +$1.01M +52,404 New
Bank of New York Mellon
213
Bank of New York Mellon
New York
$1.01M -$13.4K -696 -1%
PAM
214
Peak Asset Management
Colorado
$1M +$137K +7,110 +16%
IFS
215
Ifrah Financial Services
Arkansas
$992K +$40K +2,073 +4%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$992K +$287K +14,865 +41%
FTS
217
Fifth Third Securities
Ohio
$977K +$977K +50,688 New
MCM
218
Mitchell Capital Management
Kansas
$966K -$20.5K -1,062 -2%
FFBTD
219
First Financial Bank - Trust Division
Ohio
$953K – – –
CM
220
Columbus Macro
Pennsylvania
$946K -$342K -17,709 -27%
WC
221
Whitnell & Co
Illinois
$927K -$32.2K -1,671 -3%
VCM
222
Vivaldi Capital Management
Illinois
$921K +$58.1K +3,015 +7%
BAMG
223
Brand Asset Management Group
Missouri
$912K -$16.9K -876 -2%
CHA
224
Cooper/Haims Advisors
New York
$894K -$35.9K -1,860 -4%
WF
225
WealthTrust Fairport
Ohio
$891K +$109K +5,643 +14%
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