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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$15.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$43.2M
3
KP
3
Keel Point
Alabama
$9.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$26M
5
CWM
5
Cornerstone Wealth Management
Missouri
$8.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$361K
2
Jane Street
2
Jane Street
New York
$2.83M
3
EVM
3
Eaton Vance Management
Massachusetts
$6.53M
4
NWS
4
Newport Wealth Strategies
California
$4.33M
5
AB
5
AT Bancorp
Iowa
$70M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$84.4M 1,537,767 +62,971 +4%
AB
2
AT Bancorp
Iowa
$70M 1,276,066 -64,068 -5%
HSA
3
HBK Sorce Advisory
Pennsylvania
$52M 948,161 +34,104 +4%
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$46.1M 839,363 +22,215 +3%
Financial Engines Advisors
5
Financial Engines Advisors
California
$43.2M 786,438 +211,054 +37%
BJ
6
Brouwer & Janachowski
California
$39M 711,080 +4,996 +0.7%
SHJ
7
Sharkey, Howes & Javer
Colorado
$34.8M 633,477 -12,239 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$27.9M 507,452 +35,219 +7%
Morgan Stanley
9
Morgan Stanley
New York
$26M 474,392 +177,932 +60%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.8M 470,010 +9,041 +2%
OIA
11
OneDigital Investment Advisors
Kansas
$25.6M 467,212 +1,962 +0.4%
NFG
12
Nadler Financial Group
Illinois
$23.5M 428,369 +26,656 +7%
UBS Group
13
UBS Group
Switzerland
$23M 419,611 +142,802 +52%
BBA
14
BLB&B Advisors
Pennsylvania
$22.5M 410,054 +47,764 +13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$21M 383,037 +28,674 +8%
AWS
16
AJ Wealth Strategies
New York
$21M 381,710 +47,447 +14%
Ameriprise
17
Ameriprise
Minnesota
$19.4M 354,073 +18,830 +6%
RWM
18
RKL Wealth Management
Pennsylvania
$18.7M 341,263 +15,428 +5%
UCFA
19
United Capital Financial Advisors
Texas
$18M 327,589 +15,156 +5%
EHPM
20
Emery Howard Portfolio Management
California
$16M 290,731 +3,309 +1%
MWA
21
MFA Wealth Advisors
Pennsylvania
$15.9M 279,675 +6,536 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$15.5M 281,740 +44,522 +19%
PRS
23
Pinkerton Retirement Specialists
Idaho
$15.5M 281,629 +231,265 +459%
WA
24
WealthTrust-Arizona
Arizona
$14.8M 269,825 +1,967 +0.7%
LPL Financial
25
LPL Financial
California
$14.8M 269,427 +9,267 +4%
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