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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

65 hedge funds and large institutions have $96.3M invested in Schwab US Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.13%
New
11
Increased
43
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.58M
2
ODCM
2
Old Dominion Capital Management
Virginia
$5.07M
3
PFG
3
Piershale Financial Group
Illinois
$4.26M
4
AI
4
Atria Investments
North Carolina
$3.82M
5
MAS
5
Madden Advisory Services
Florida
$2.96M

Top Sellers

1
DS
1
DRW Securities
Illinois
$0
2
FAAS
2
First Allied Advisory Services
California
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$694K
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
26
Newman Dignan & Sheerar Inc
Rhode Island
$780K -$16K -1,383 -2%
LYV
27
Live Your Vision
Pennsylvania
$779K +$34.2K +2,967 +5%
HSA
28
HBK Sorce Advisory
Pennsylvania
$694K -$717K -62,148 -51%
LIM
29
Leavell Investment Management
Alabama
$691K +$691K +59,913 New
AIM
30
Avity Investment Management
Connecticut
$673K +$253K +21,900 +60%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$614K +$157K +13,635 +34%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$609K +$54.1K +4,683 +10%
SAM
33
Summit Asset Management
Tennessee
$607K +$268K +23,256 +79%
AHS
34
Aspiriant Holdings S3
California
$561K +$561K +48,600 New
BRWA
35
B. Riley Wealth Advisors
Florida
$559K +$142K +12,342 +34%
EMA
36
Efficient Market Advisors
California
$535K +$113K +9,819 +27%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$496K +$57.8K +5,010 +13%
AAS
38
Annex Advisory Services
Wisconsin
$481K -$16.2K -1,404 -3%
AA
39
Alesco Advisors
New York
$456K +$65.6K +5,682 +17%
U
40
UBS
Switzerland
$416K +$304K +26,322 +271%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$403K +$140K +12,150 +53%
Wells Fargo
42
Wells Fargo
California
$378K +$163K +14,193 +76%
WCM
43
Wisconsin Capital Management
Wisconsin
$370K +$32.4K +2,805 +10%
JFG
44
JMG Financial Group
Illinois
$348K +$106K +9,210 +44%
BHTS
45
Bar Harbor Trust Services
Maine
$340K +$71.2K +6,165 +26%
GHA
46
GW Henssler & Associates
Georgia
$332K +$332K +28,773 New
VKH
47
Virtu KCG Holdings
New York
$325K +$325K +28,200 New
LPL Financial
48
LPL Financial
California
$294K +$56.4K +4,818 +24%
Morgan Stanley
49
Morgan Stanley
New York
$262K +$33.4K +2,886 +15%
MCC
50
Mid Continent Capital
Illinois
$254K +$254K +21,975 New
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