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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

437 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 213 increasing their positions, 135 reducing their positions, and 16 closing their positions.

Holders
437
Holders Change
+20
Holders Change %
+4.8%
% of All Funds
10.01%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.37%
New
40
Increased
213
Reduced
135
Closed
16
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
-$163K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.1M
2
AA
2
Apriem Advisors
California
$20.4M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$60.5M
4
DP
4
Denver PWM
Colorado
$12.2M
5
AAIM
5
Asset Advisors Investment Management
Georgia
$8.02M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$2.48M
2
TCM
2
Tradewinds Capital Management
Washington
$7.01M
3
HA
3
Harfst & Associates
Wyoming
$2.71M
4
CWM
4
Cornerstone Wealth Management
Missouri
$5.52M
5
AB
5
AT Bancorp
Iowa
$70M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$89.5M 1,547,480 +9,713 +0.6%
AB
2
AT Bancorp
Iowa
$70M 1,210,516 -65,550 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$60.5M 1,045,559 +259,121 +33%
HSA
4
HBK Sorce Advisory
Pennsylvania
$56.1M 969,315 +21,154 +2%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$48.9M 845,136 +5,773 +0.7%
Ameriprise
6
Ameriprise
Minnesota
$47.1M 814,861 +460,788 +130%
BJ
7
Brouwer & Janachowski
California
$41.4M 715,264 +4,184 +0.6%
SHJ
8
Sharkey, Howes & Javer
Colorado
$36.4M 628,951 -4,526 -0.7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$30.6M 528,252 +20,800 +4%
BBA
10
BLB&B Advisors
Pennsylvania
$28.5M 493,250 +83,196 +20%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.2M 488,375 +18,365 +4%
OIA
12
OneDigital Investment Advisors
Kansas
$27.8M 480,488 +13,276 +3%
UBS Group
13
UBS Group
Switzerland
$27M 466,629 +47,018 +11%
Morgan Stanley
14
Morgan Stanley
New York
$26.7M 462,257 -12,135 -3%
NFG
15
Nadler Financial Group
Illinois
$25.1M 434,609 +6,240 +1%
PMG
16
ProVise Management Group
Florida
$24.9M 431,301 +31,705 +8%
AWS
17
AJ Wealth Strategies
New York
$23.6M 407,195 +25,485 +7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$22.3M 384,914 +103,174 +37%
RWM
19
RKL Wealth Management
Pennsylvania
$21.4M 369,459 +28,196 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$20.5M 354,552 -28,485 -7%
AA
21
Apriem Advisors
California
$20.4M 351,835 +261,095 +288%
UCFA
22
United Capital Financial Advisors
Texas
$18.8M 324,792 -2,797 -0.9%
EHPM
23
Emery Howard Portfolio Management
California
$17.7M 305,218 +14,487 +5%
JFG
24
JMG Financial Group
Illinois
$17.3M 299,575 +52,612 +21%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$16.9M 292,110 +79,586 +37%
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