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Schwab US Mid-Cap ETF
SCHM

62 hedge funds and large institutions have $63M invested in Schwab US Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 62 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

36.57% more ownership

Funds ownership: 0% → 36.57% (+37%)

Holders
62
Holders Change
+62
Holders Change %
–
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
62
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$470K +$470K +44,097 New
AAS
27
Annex Advisory Services
Wisconsin
$459K +$460K +43,119 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$421K +$422K +39,564 New
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$405K +$405K +37,983 New
EMA
30
Efficient Market Advisors
California
$390K +$390K +36,573 New
AIM
31
Avity Investment Management
Connecticut
$388K +$388K +36,420 New
BRWA
32
B. Riley Wealth Advisors
Florida
$385K +$385K +36,141 New
AA
33
Alesco Advisors
New York
$360K +$361K +33,822 New
SAM
34
Summit Asset Management
Tennessee
$313K +$313K +29,343 New
WCM
35
Wisconsin Capital Management
Wisconsin
$312K +$312K +29,244 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$288K +$288K +27,030 New
BHTS
37
Bar Harbor Trust Services
Maine
$248K +$248K +23,268 New
WSTAM
38
Wilbanks Smith & Thomas Asset Management
Virginia
$242K +$243K +22,764 New
Brown Advisory
39
Brown Advisory
Maryland
$227K +$227K +21,300 New
JFG
40
JMG Financial Group
Illinois
$223K +$223K +20,937 New
LPL Financial
41
LPL Financial
California
$216K +$216K +20,277 New
Morgan Stanley
42
Morgan Stanley
New York
$210K +$211K +19,749 New
Wells Fargo
43
Wells Fargo
California
$198K +$199K +18,636 New
RIA
44
Regal Investment Advisors
Michigan
$173K +$173K +16,212 New
U
45
UBS
Switzerland
$103K +$104K +9,711 New
CDIA
46
Capital Directions Investment Advisors
Georgia
$82K +$81.7K +7,662 New
TSWM
47
Triangle Securities Wealth Management
North Carolina
$77K +$76.7K +7,200 New
BC
48
Bartlett & Co
Ohio
$66K +$65.6K +6,150 New
WA
49
WFG Advisors
Texas
$61K +$60.6K +5,685 New
MCM
50
Manchester Capital Management
Vermont
$36K +$36K +3,375 New
1
2
3

SCHM Hedge Fund Activity: Q2 2013 in Review

62 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2013, worth a combined $63M.

Buyers outnumbered sellers: 62 funds opened new SCHM positions and 0 closed out — a net gain of 62 holders — while 0 added to existing stakes and 0 trimmed.

  • 62 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $63M of Schwab US Mid-Cap ETF stock for Q2 2013.
  • 62 funds opened new Schwab US Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +62 holders.

Based on aggregated 13F filings for Q2 2013.