SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

156 hedge funds and large institutions have $383M invested in Schwab US Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.16%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
27
Increased
79
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$40.7M
2
HP
2
HT Partners
Connecticut
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.5M
4
LPL Financial
4
LPL Financial
California
$8.23M
5
WA
5
WealthTrust-Arizona
Arizona
$11.1M

Top Sellers

1
MAS
1
Madden Advisory Services
Florida
$4.2M
2
LIM
2
Leavell Investment Management
Alabama
$11.5M
3
B
3
Baird
Wisconsin
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$925K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$4.88M +$1.03M +71,658 +27%
MAM
27
Marquette Asset Management
Minnesota
$4.69M +$16.1K +1,119 +0.3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.66M +$702K +48,840 +18%
GAM
29
Gemmer Asset Management
California
$4.23M +$406K +28,197 +11%
MAS
30
Madden Advisory Services
Florida
$4.2M -$930K -64,683 -18%
AI
31
Atria Investments
North Carolina
$3.86M -$112K -7,752 -3%
PTCG
32
Pring Turner Capital Group
California
$3.33M +$3.33M +231,690 New
EVM
33
Eaton Vance Management
Massachusetts
$3.28M +$647 +45 +0%
SFS
34
Summit Financial Strategies
Ohio
$3.25M +$751K +52,179 +30%
GA
35
Gateway Advisory
New Jersey
$3.2M +$33.1K +2,301 +1%
TCM
36
Tradewinds Capital Management
Washington
$3.16M +$38.2K +2,652 +1%
CCM
37
CWH Capital Management
Washington
$3.12M +$657K +45,660 +27%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.97M +$437K +30,402 +17%
VNA
39
Valley National Advisers
Pennsylvania
$2.79M +$587K +40,812 +27%
RWM
40
RKL Wealth Management
Pennsylvania
$2.7M +$288K +20,025 +12%
BSB
41
Bangor Savings Bank
Maine
$2.63M +$84.7K +5,886 +3%
OCM
42
One Capital Management
California
$2.59M +$89.1K +6,192 +4%
CCM
43
Condor Capital Management
New Jersey
$2.51M -$35.2K -2,448 -1%
CMP
44
Courage Miller Partners
Virginia
$2.37M +$609K +42,315 +35%
MIAN
45
Mariner Independent Advisor Network
Kansas
$2.25M -$83.1K -5,778 -4%
Citigroup
46
Citigroup
New York
$2.22M -$7.38K -513 -0.3%
KIA
47
KCM Investment Advisors
California
$2.14M +$136K +9,441 +7%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$2M +$1.36M +94,380 +210%
BCMO
49
Buckingham Capital Management (Ohio)
Ohio
$2M +$2M +138,780 New
GCA
50
Greenwood Capital Associates
South Carolina
$1.94M +$1.6M +111,528 +477%
1
2
3 4 5