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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.

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

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$6.42M
3
KP
3
Keel Point
Alabama
$388K
4
LIM
4
Lathrop Investment Management
Arkansas
$6.15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
251
Allegis Investment Advisors
Idaho
– -$525K -36,213 Closed
TCM
252
Tuttle Capital Management
Connecticut
– -$373K -25,719 Closed
BRWA
253
B. Riley Wealth Advisors
Florida
– -$269K -18,483 Closed
AA
254
Advisory Alpha
Michigan
– -$258K -17,778 Closed
EVC
255
Eidelman Virant Capital
Missouri
– -$181K -17,667 Closed
SG Americas Securities
256
SG Americas Securities
New York
– -$144K -9,900 Closed
ACM
257
Argentus Capital Management
Texas
– -$143K -9,834 Closed
JFA
258
JNBA Financial Advisors
Minnesota
– -$109K -7,548 Closed
S
259
SignatureFD
Georgia
– -$109K -7,548 Closed
7 8 9 10
11