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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

137 hedge funds and large institutions have $234M invested in Schwab US Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+26
Holders Change %
+23.42%
% of All Funds
3.66%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.37%
New
31
Increased
62
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$7.16M
2
WA
2
WealthTrust-Arizona
Arizona
$5.77M
3
SWM
3
SVA Wealth Management
Wisconsin
$8.23M
4
LIM
4
Leavell Investment Management
Alabama
$11.3M
5
Jane Street
5
Jane Street
New York
$3.63M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
PAG
2
Private Advisor Group
New Jersey
$1.28M
3
MAS
3
Madden Advisory Services
Florida
$4.84M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$326K
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
26
JMG Financial Group
Illinois
$2.99M +$195K +14,400 +7%
GA
27
Gateway Advisory
New Jersey
$2.98M +$110K +8,100 +4%
TCM
28
Tradewinds Capital Management
Washington
$2.94M +$11.9K +879 +0.4%
CCM
29
Condor Capital Management
New Jersey
$2.4M +$12.4K +915 +0.5%
BSB
30
Bangor Savings Bank
Maine
$2.4M +$48.2K +3,558 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$2.39M +$2.39M +176,280 New
OCM
32
One Capital Management
California
$2.36M +$212K +15,609 +10%
SFS
33
Summit Financial Strategies
Ohio
$2.35M +$2.35M +173,478 New
CCM
34
CWH Capital Management
Washington
$2.32M -$826K -60,900 -26%
RWM
35
RKL Wealth Management
Pennsylvania
$2.27M -$9.44K -696 -0.4%
MIAN
36
Mariner Independent Advisor Network
Kansas
$2.2M +$270K +19,938 +14%
Citigroup
37
Citigroup
New York
$2.1M +$8.18K +603 +0.4%
VNA
38
Valley National Advisers
Pennsylvania
$1.91M +$1.91M +152,883 New
KIA
39
KCM Investment Advisors
California
$1.89M +$203K +14,940 +12%
Wells Fargo
40
Wells Fargo
California
$1.88M +$296K +21,846 +19%
CMP
41
Courage Miller Partners
Virginia
$1.66M +$94.3K +6,954 +6%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.64M +$102K +7,536 +7%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$1.64M +$69.2K +5,103 +4%
CFA
44
Cahill Financial Advisors
Minnesota
$1.55M +$20.8K +1,533 +1%
FWM
45
Frontier Wealth Management
Missouri
$1.45M +$1.45M +106,614 New
BBA
46
BLB&B Advisors
Pennsylvania
$1.4M – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.4M +$78.9K +5,820 +6%
LYV
48
Live Your Vision
Pennsylvania
$1.36M -$22.7K -1,695 -2%
Morgan Stanley
49
Morgan Stanley
New York
$1.36M +$433K +31,977 +47%
SAM
50
Summit Asset Management
Tennessee
$1.35M +$80.8K +5,955 +6%
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