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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

114 hedge funds and large institutions have $205M invested in Schwab US Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
114
Holders Change
+14
Holders Change %
+14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
20
Increased
54
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.02M
2
Bank of America
2
Bank of America
North Carolina
$2.52M
3
BFG
3
Bouchey Financial Group
New York
$3.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.61M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.41M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$16.9M
2
TCM
2
Tuttle Capital Management
Connecticut
$1.41M
3
CCM
3
CWH Capital Management
Washington
$4.62M
4
Jane Street
4
Jane Street
New York
$0
5
DS
5
DRW Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$2.52M +$2.38M +177,813 +1,743%
CCM
27
Condor Capital Management
New Jersey
$2.34M +$1.36M +101,064 +137%
RWM
28
RKL Wealth Management
Pennsylvania
$2.24M +$43.9K +3,276 +2%
BSB
29
Bangor Savings Bank
Maine
$2.22M -$8.41K -627 -0.4%
OCM
30
One Capital Management
California
$2.11M +$13.8K +1,026 +0.7%
Citigroup
31
Citigroup
New York
$2.01M – – –
MIAN
32
Mariner Independent Advisor Network
Kansas
$1.94M +$1.94M +144,549 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.9M +$1.08M +80,589 +132%
JFG
34
JMG Financial Group
Illinois
$1.9M +$880K +65,577 +86%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.78M +$456K +34,011 +35%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.61M +$1.56M +116,199 +2,912%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.53M +$177K +13,161 +13%
SA
38
Strategic Advisors
New York
$1.47M +$91.2K +6,798 +7%
LYV
39
Live Your Vision
Pennsylvania
$1.42M +$165K +12,270 +13%
TRCT
40
Tower Research Capital (TRC)
New York
$1.41M +$1.41M +104,988 New
TCM
41
Tuttle Capital Management
Connecticut
$1.41M -$2.84M -211,722 -67%
CMP
42
Courage Miller Partners
Virginia
$1.4M +$252K +18,774 +22%
BBA
43
BLB&B Advisors
Pennsylvania
$1.38M -$31K -2,310 -2%
CFA
44
Cahill Financial Advisors
Minnesota
$1.36M +$116K +8,628 +9%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$1.3M +$74.5K +5,553 +6%
Wells Fargo
46
Wells Fargo
California
$1.18M +$172K +12,858 +17%
SAM
47
Summit Asset Management
Tennessee
$1.18M +$124K +9,237 +12%
CFMC
48
Curbstone Financial Management Corp
New Hampshire
$1.02M +$144K +10,695 +16%
U
49
UBS
Switzerland
$1M -$687K -51,201 -41%
ECML
50
Eagle Capital Management (Louisiana)
Louisiana
$997K +$44.5K +3,318 +5%
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