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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
–
Net Calls
+$555K
Net Calls Change
+$294K

Top Buyers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$14.5M
2
AWS
2
AJ Wealth Strategies
New York
$17.7M
3
Jane Street
3
Jane Street
New York
$15.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$25M
5
UCFA
5
United Capital Financial Advisors
Texas
$16.5M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$15.8M
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$1.15M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.7M
4
BFG
4
Bouchey Financial Group
New York
$266K
5
MI
5
Moneywise Inc
Virginia
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$73.9M 1,474,796 -25,307 -2%
AB
2
AT Bancorp
Iowa
$70.9M 1,340,134 +15,284 +1%
HSA
3
HBK Sorce Advisory
Pennsylvania
$48.3M 914,057 +14,929 +2%
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$43.2M 817,148 +75,090 +10%
BJ
5
Brouwer & Janachowski
California
$37.3M 706,084 -6,361 -0.9%
SHJ
6
Sharkey, Howes & Javer
Colorado
$34.1M 645,716 -30,927 -5%
Financial Engines Advisors
7
Financial Engines Advisors
California
$30.4M 575,384 +111,142 +24%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$25M 472,233 +160,968 +52%
OIA
9
OneDigital Investment Advisors
Kansas
$24.6M 465,250 +75,106 +19%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$24.4M 460,969 +8,164 +2%
NFG
11
Nadler Financial Group
Illinois
$21.2M 401,713 +6,135 +2%
PMG
12
ProVise Management Group
Florida
$20.7M 391,356 +38,554 +11%
BBA
13
BLB&B Advisors
Pennsylvania
$19.2M 362,290 +52,488 +17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$18.7M 354,363 +54,098 +18%
Ameriprise
15
Ameriprise
Minnesota
$17.7M 335,243 +121,330 +57%
AWS
16
AJ Wealth Strategies
New York
$17.7M 334,263 +200,640 +150%
RWM
17
RKL Wealth Management
Pennsylvania
$17.2M 325,835 +22,762 +8%
UCFA
18
United Capital Financial Advisors
Texas
$16.5M 312,433 +151,617 +94%
CCM
19
CWH Capital Management
Washington
$15.8M 299,554 -167,302 -36%
Morgan Stanley
20
Morgan Stanley
New York
$15.7M 296,460 -128,384 -30%
Jane Street
21
Jane Street
New York
$15.6M 294,313 +176,438 +150%
EHPM
22
Emery Howard Portfolio Management
California
$15.2M 287,422 +5,278 +2%
UBS Group
23
UBS Group
Switzerland
$14.6M 276,809 +34,586 +14%
BWM
24
BerganKDV Wealth Management
Minnesota
$14.6M 275,344 +17,473 +7%
MWA
25
MFA Wealth Advisors
Pennsylvania
$14.5M 273,139 +213,466 +358%
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