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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

111 hedge funds and large institutions have $227M invested in Schwab US Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
7
Increased
60
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ODCM
1
Old Dominion Capital Management
Virginia
$63.6M
2
LIM
2
Leavell Investment Management
Alabama
$6.12M
3
PAG
3
Private Advisor Group
New Jersey
$2.26M
4
Jane Street
4
Jane Street
New York
$1.34M
5
PA
5
Planning Alternatives
Michigan
$17.3M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$386K
4
Bank of America
4
Bank of America
North Carolina
$175K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
26
Bangor Savings Bank
Maine
$2.23M +$94.7K +7,341 +4%
RWM
27
RKL Wealth Management
Pennsylvania
$2.17M +$19K +1,473 +0.9%
OCM
28
One Capital Management
California
$2.04M +$7.9K +612 +0.4%
Citigroup
29
Citigroup
New York
$1.99M +$50.2K +3,891 +3%
MIAN
30
Mariner Independent Advisor Network
Kansas
$1.83M -$32.7K -2,532 -2%
KIA
31
KCM Investment Advisors
California
$1.6M +$1.01M +78,252 +171%
Wells Fargo
32
Wells Fargo
California
$1.51M +$374K +28,998 +33%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$1.49M +$241K +18,669 +19%
CMP
34
Courage Miller Partners
Virginia
$1.49M +$138K +10,701 +10%
BCI
35
Brinker Capital Investments
Pennsylvania
$1.46M -$9.64K -747 -0.7%
CFA
36
Cahill Financial Advisors
Minnesota
$1.46M +$146K +11,337 +11%
SA
37
Strategic Advisors
New York
$1.38M -$36K -2,787 -3%
Jane Street
38
Jane Street
New York
$1.34M +$1.34M +103,524 New
BBA
39
BLB&B Advisors
Pennsylvania
$1.33M +$3.87K +300 +0.3%
TCM
40
Tuttle Capital Management
Connecticut
$1.33M -$23.9K -1,851 -2%
LYV
41
Live Your Vision
Pennsylvania
$1.28M -$37.8K -3,048 -3%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.26M -$565K -43,779 -31%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.25M -$455K -35,295 -27%
SAM
44
Summit Asset Management
Tennessee
$1.21M +$77.2K +5,988 +7%
CFMC
45
Curbstone Financial Management Corp
New Hampshire
$1.11M +$127K +9,825 +13%
U
46
UBS
Switzerland
$1.08M +$121K +9,354 +13%
ECML
47
Eagle Capital Management (Louisiana)
Louisiana
$954K -$5.54K -429 -0.6%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$935K +$28K +2,172 +3%
Morgan Stanley
49
Morgan Stanley
New York
$880K +$142K +10,983 +19%
NDSI
50
Newman Dignan & Sheerar Inc
Rhode Island
$865K +$12.6K +978 +1%
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