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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

247 hedge funds and large institutions have $803M invested in Schwab US Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+34
Holders Change %
+15.96%
% of All Funds
6.18%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.73%
New
49
Increased
117
Reduced
57
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$34.2M
2
AB
AT Bancorp
Iowa
$31.7M
3
CCM
CWH Capital Management
Washington
$16.4M
4
SIC
Salem Investment Counselors
North Carolina
$11.1M
5
ECML
Eagle Capital Management (Louisiana)
Louisiana
$7.24M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$0
2
PFG
Piershale Financial Group
Illinois
$6.42M
3
KP
Keel Point
Alabama
$388K
4
LIM
Lathrop Investment Management
Arkansas
$6.15M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
226
First Personal Financial Services
North Carolina
$29K – – –
Citigroup
227
Citigroup
New York
$26K – – –
DSN
228
D. Scott Neal
Kentucky
$21K +$21K +1,380 New
HCM
229
Horrell Capital Management
Arkansas
$20K +$12.9K +852 +181%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +1,158 New
KT
231
Kanaly Trust
Texas
$18K +$18K +1,176 New
DADC
232
D.A. Davidson & Co
Montana
$18K +$18K +1,200 New
CG
233
Cutler Group
California
$17K – – –
NSIM
234
North Star Investment Management
Illinois
$16K – – –
SSB
235
Sandy Spring Bank
Maryland
$14K +$2.71K +180 +24%
VIA
236
Vantage Investment Advisors
Pennsylvania
$11K +$1.22K +78 +13%
GT
237
Glenmede Trust
Pennsylvania
$10K – – –
CWM
238
Cranbrook Wealth Management
Michigan
$7K +$7K +450 New
SIAP
239
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K +$7K +450 New
CFD
240
Creative Financial Designs
Indiana
$6K +$6K +390 New
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$5K -$44.9K -2,718 -90%
RBC
242
Roble Belko & Company
Pennsylvania
$5K +$4.02K +270 +409%
BAM
243
Barrett Asset Management
New York
$3K – – –
BWA
244
Burt Wealth Advisors
Maryland
$3K – – –
FTUS
245
Flow Traders U.S.
New York
$2K +$1.26K +72 +171%
FMP
246
Financial Management Professionals
Texas
– -$44.7M -3,078,339 Closed
Envestnet Asset Management
247
Envestnet Asset Management
Illinois
– -$2.08M -143,265 Closed
Millennium Management
248
Millennium Management
New York
– -$911K -62,778 Closed
MIAN
249
Mariner Independent Advisor Network
Kansas
– -$790K -54,441 Closed
SLF
250
Sun Life Financial
Ontario, Canada
– -$655K -45,147 Closed
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