SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

269 hedge funds and large institutions have $944M invested in Schwab US Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
269
Holders Change
+22
Holders Change %
+8.91%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
36
Increased
148
Reduced
61
Closed
12
Calls
$364K
Puts
–
Net Calls
+$364K
Net Calls Change
+$363K

Top Buyers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$44.8M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$10.4M
3
AAC
3
Asset Advisors Corp
Georgia
$8.14M
4
BAM
4
Berkshire Asset Management
Pennsylvania
$6.55M
5
CCM
5
CWH Capital Management
Washington
$23.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
NP
2
NorthRock Partners
Minnesota
$2.42M
3
Wells Fargo
3
Wells Fargo
California
$9.65M
4
Jane Street
4
Jane Street
New York
$1.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.74M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$66.9M 1,413,058 +81,794 +6%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$45.5M 961,304 +30,299 +3%
SHJ
3
Sharkey, Howes & Javer
Colorado
$44.8M 947,193 +566,724 +149%
HSA
4
HBK Sorce Advisory
Pennsylvania
$35.1M 742,002 +78,779 +12%
BJ
5
Brouwer & Janachowski
California
$32.8M 693,758 +26,181 +4%
AB
6
AT Bancorp
Iowa
$32.6M 689,569 -11,722 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$24.3M 513,400 +28,281 +6%
CCM
8
CWH Capital Management
Washington
$23.5M 497,542 +134,190 +37%
PMG
9
ProVise Management Group
Florida
$17.8M 375,539 +75,084 +25%
NFG
10
Nadler Financial Group
Illinois
$17.5M 370,351 +11,010 +3%
Morgan Stanley
11
Morgan Stanley
New York
$17.4M 367,744 -388,692 -51%
MI
12
Moneywise Inc
Virginia
$14.4M 304,124 +4,742 +2%
WA
13
WealthTrust-Arizona
Arizona
$13.8M 291,015 +3,036 +1%
JFG
14
JMG Financial Group
Illinois
$12.6M 266,459 +31,066 +13%
EHPM
15
Emery Howard Portfolio Management
California
$12.5M 264,679 +9,194 +4%
PA
16
Planning Alternatives
Michigan
$11.8M 249,795 -5,036 -2%
SIC
17
Salem Investment Counselors
North Carolina
$11.6M 246,410 +350 +0.1%
AL
18
Aspiriant LLC
California
$11.4M 241,204 -12,976 -5%
SAM
19
Summit Asset Management
Tennessee
$11.4M 240,483 +15,489 +7%
BBA
20
BLB&B Advisors
Pennsylvania
$11.4M 240,032 +29,920 +14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.6M 223,601 +3,398 +2%
BWM
22
BerganKDV Wealth Management
Minnesota
$10.4M 220,154 +176,198 +401%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$9.99M 211,010 +2,111 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.74M 205,678 -42,728 -17%
UBS Group
25
UBS Group
Switzerland
$9.73M 205,658 +35,239 +21%
1
2 3 4 5