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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

286 hedge funds and large institutions have $1.04B invested in Schwab US Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 54 reducing their positions, and 19 closing their positions.

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
7.14%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
40
Increased
160
Reduced
54
Closed
19
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$128K

Top Buyers

1
AB
1
AT Bancorp
Iowa
$65.2M
2
OIA
2
OneDigital Investment Advisors
Kansas
$16.9M
3
BWL
3
Bogart Wealth LLC
Virginia
$10.8M
4
MCIA
4
Mountain Capital Investment Advisors
Colorado
$8.78M
5
Creative Planning
5
Creative Planning
Kansas
$10.7M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$41.1M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$449K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$70M 1,454,464 +41,406 +3%
AB
2
AT Bancorp
Iowa
$65.2M 1,353,424 +663,855 +96%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$47.4M 984,395 +23,091 +2%
SHJ
4
Sharkey, Howes & Javer
Colorado
$41.1M 853,508 -93,685 -10%
HSA
5
HBK Sorce Advisory
Pennsylvania
$37.6M 781,703 +39,701 +5%
BJ
6
Brouwer & Janachowski
California
$34M 706,905 +13,147 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$24.8M 514,328 +928 +0.2%
CCM
8
CWH Capital Management
Washington
$24.5M 508,991 +11,449 +2%
Morgan Stanley
9
Morgan Stanley
New York
$18.9M 391,555 +23,811 +6%
NFG
10
Nadler Financial Group
Illinois
$18.2M 378,208 +7,857 +2%
OIA
11
OneDigital Investment Advisors
Kansas
$16.9M 350,425 +350,425 New
PMG
12
ProVise Management Group
Florida
$16.2M 336,862 -38,677 -10%
MI
13
Moneywise Inc
Virginia
$15M 311,052 +6,928 +2%
WA
14
WealthTrust-Arizona
Arizona
$14M 289,958 -1,057 -0.4%
JFG
15
JMG Financial Group
Illinois
$13.6M 281,630 +15,171 +6%
EHPM
16
Emery Howard Portfolio Management
California
$13.2M 274,446 +9,767 +4%
BBA
17
BLB&B Advisors
Pennsylvania
$12.2M 252,964 +12,932 +5%
PA
18
Planning Alternatives
Michigan
$12M 249,745 -50 -0%
SAM
19
Summit Asset Management
Tennessee
$12M 248,652 +8,169 +3%
BWM
20
BerganKDV Wealth Management
Minnesota
$11.5M 238,502 +18,348 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.4M 236,543 +12,942 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$11.2M 233,502 +27,824 +14%
BWL
23
Bogart Wealth LLC
Virginia
$10.8M 224,612 +224,612 New
RWM
24
RKL Wealth Management
Pennsylvania
$10.8M 224,381 +60,620 +37%
Creative Planning
25
Creative Planning
Kansas
$10.7M 221,526 +154,864 +232%
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