SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

100 hedge funds and large institutions have $189M invested in Schwab US Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+13
Holders Change %
+14.94%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
18
Increased
58
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$23.8M
2
AHS
2
Aspiriant Holdings S3
California
$4.98M
3
PMG
3
ProVise Management Group
Florida
$4.74M
4
PFG
4
Piershale Financial Group
Illinois
$6.28M
5
CCM
5
CWH Capital Management
Washington
$6.94M

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$787K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$51K
5
CWM
5
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$2.02M +$2.02M +156,564 New
BFG
27
Bouchey Financial Group
New York
$2M +$127K +9,903 +7%
Citigroup
28
Citigroup
New York
$1.93M – – –
EVM
29
Eaton Vance Management
Massachusetts
$1.91M +$240K +18,675 +14%
EHPM
30
Emery Howard Portfolio Management
California
$1.74M +$286K +22,248 +20%
U
31
UBS
Switzerland
$1.62M +$300K +23,307 +23%
Morgan Stanley
32
Morgan Stanley
New York
$1.38M +$963K +74,853 +231%
BBA
33
BLB&B Advisors
Pennsylvania
$1.36M +$212K +16,500 +19%
SA
34
Strategic Advisors
New York
$1.32M +$37K +2,877 +3%
BCI
35
Brinker Capital Investments
Pennsylvania
$1.3M +$56.6K +4,401 +5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.27M +$282K +21,948 +29%
LYV
37
Live Your Vision
Pennsylvania
$1.21M +$229K +17,817 +23%
CFA
38
Cahill Financial Advisors
Minnesota
$1.2M +$54.2K +4,212 +5%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$1.18M +$163K +12,678 +16%
CMP
40
Courage Miller Partners
Virginia
$1.1M +$155K +12,039 +16%
SAM
41
Summit Asset Management
Tennessee
$1.01M +$72.2K +5,610 +8%
JFG
42
JMG Financial Group
Illinois
$979K +$444K +34,461 +83%
Wells Fargo
43
Wells Fargo
California
$969K +$186K +14,436 +24%
CCM
44
Condor Capital Management
New Jersey
$946K +$15.7K +1,221 +2%
ECML
45
Eagle Capital Management (Louisiana)
Louisiana
$914K -$3.13M -243,381 -77%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$913K +$72.8K +5,655 +9%
IFS
47
Ifrah Financial Services
Arkansas
$877K -$12.1K -942 -1%
DS
48
DRW Securities
Illinois
$863K +$863K +67,050 New
NDSI
49
Newman Dignan & Sheerar Inc
Rhode Island
$855K -$13K -1,008 -1%
CFMC
50
Curbstone Financial Management Corp
New Hampshire
$841K +$841K +65,325 New
1
2
3 4 5