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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

307 hedge funds and large institutions have $1.17B invested in Schwab US Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
307
Holders Change
+21
Holders Change %
+7.34%
% of All Funds
7.67%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
38
Increased
167
Reduced
67
Closed
17
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$11K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$27.7M
2
DP
2
Denver PWM
Colorado
$10.9M
3
IWMA
3
Ironwood Wealth Management (Arizona)
Arizona
$7.7M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$12.4M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$44.1M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Creative Planning
3
Creative Planning
Kansas
$5.74M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.4M
5
JFG
5
JMG Financial Group
Illinois
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$73.9M 1,474,796 +20,332 +1%
AB
2
AT Bancorp
Iowa
$67.9M 1,355,833 +2,409 +0.2%
HSA
3
HBK Sorce Advisory
Pennsylvania
$44.1M 879,501 +97,798 +13%
SHJ
4
Sharkey, Howes & Javer
Colorado
$43.2M 854,043 +535 +0.1%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M 729,468 -254,927 -26%
BJ
6
Brouwer & Janachowski
California
$36.1M 719,411 +12,506 +2%
Financial Engines Advisors
7
Financial Engines Advisors
California
$27.7M 553,107 +527,649 +2,073%
CCM
8
CWH Capital Management
Washington
$24.2M 483,774 -25,217 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.4M 427,241 -87,087 -17%
Morgan Stanley
10
Morgan Stanley
New York
$20.2M 403,461 +11,906 +3%
NFG
11
Nadler Financial Group
Illinois
$19.8M 395,563 +17,355 +5%
OIA
12
OneDigital Investment Advisors
Kansas
$18.8M 375,690 +25,265 +7%
PMG
13
ProVise Management Group
Florida
$17M 338,483 +1,621 +0.5%
MI
14
Moneywise Inc
Virginia
$15.9M 317,727 +6,675 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$14.4M 287,947 +54,445 +23%
BBA
16
BLB&B Advisors
Pennsylvania
$14.4M 286,972 +34,008 +13%
WA
17
WealthTrust-Arizona
Arizona
$14.3M 284,762 -5,196 -2%
EHPM
18
Emery Howard Portfolio Management
California
$14.2M 282,666 +8,220 +3%
RWM
19
RKL Wealth Management
Pennsylvania
$12.9M 257,823 +33,442 +15%
SAM
20
Summit Asset Management
Tennessee
$12.8M 255,690 +7,038 +3%
AWMG
21
Alliance Wealth Management Group
New Jersey
$12.4M 247,021 +131,944 +115%
PA
22
Planning Alternatives
Michigan
$12.4M 246,465 -3,280 -1%
BWM
23
BerganKDV Wealth Management
Minnesota
$12.2M 243,565 +5,063 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12M 240,140 +3,597 +2%
JFG
25
JMG Financial Group
Illinois
$11.8M 234,672 -46,958 -17%
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