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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
GPW
1
GFS Private Wealth
Florida
$21.3M
2
MAG
2
Mokosak Advisory Group
Iowa
$12.2M
3
NCM
3
Northwest Capital Management
Oregon
$11.7M
4
RRC
4
Relaxing Retirement Coach
Massachusetts
$11.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$199M
2
SI
2
SII Investments
Wisconsin
$2.38M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$36M
4
AL
4
Aspiriant LLC
California
$757K
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$199M 464,242 -88,865 -16%
SWM
2
SVA Wealth Management
Wisconsin
$79.9M 1,500,103 +25,307 +2%
AB
3
AT Bancorp
Iowa
$70.6M 1,324,850 -30,983 -2%
HSA
4
HBK Sorce Advisory
Pennsylvania
$47.9M 899,128 +19,627 +2%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$39.5M 742,058 +12,590 +2%
BJ
6
Brouwer & Janachowski
California
$38M 712,445 -6,966 -1%
SHJ
7
Sharkey, Howes & Javer
Colorado
$36M 676,643 -177,400 -21%
CCM
8
CWH Capital Management
Washington
$24.9M 466,856 -16,918 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$24.1M 452,805 +25,564 +6%
Morgan Stanley
10
Morgan Stanley
New York
$22.6M 424,844 +21,383 +5%
GPW
11
GFS Private Wealth
Florida
$21.3M 400,288 +400,288 New
NFG
12
Nadler Financial Group
Illinois
$21.1M 395,578 +15 +0%
OIA
13
OneDigital Investment Advisors
Kansas
$20.8M 390,144 +14,454 +4%
PMG
14
ProVise Management Group
Florida
$18.8M 352,802 +14,319 +4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$16.6M 311,265 +23,318 +8%
BBA
16
BLB&B Advisors
Pennsylvania
$16.5M 309,802 +22,830 +8%
RWM
17
RKL Wealth Management
Pennsylvania
$16.1M 303,073 +45,250 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$16M 300,265 +197,367 +192%
MI
19
Moneywise Inc
Virginia
$15.8M 297,242 -20,485 -6%
EHPM
20
Emery Howard Portfolio Management
California
$15M 282,144 -522 -0.2%
WA
21
WealthTrust-Arizona
Arizona
$15M 280,998 -3,764 -1%
BWM
22
BerganKDV Wealth Management
Minnesota
$13.7M 257,871 +14,306 +6%
SAM
23
Summit Asset Management
Tennessee
$13.6M 254,881 -809 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.3M 250,163 +10,023 +4%
UBS Group
25
UBS Group
Switzerland
$12.9M 242,223 +26,332 +12%
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