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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

167 hedge funds and large institutions have $431M invested in Schwab US Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
4.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
20
Increased
87
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12.4M
2
PMG
2
ProVise Management Group
Florida
$11.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.65M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.37M
2
Jane Street
2
Jane Street
New York
$355K
3
LIM
3
Leavell Investment Management
Alabama
$7.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.2M
5
AWM
5
Avior Wealth Management
Nebraska
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.81M +$199K +14,034 +4%
HA
27
Harfst & Associates
Wyoming
$4.81M +$4.81M +338,046 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.65M +$3.28M +230,784 +239%
MAM
29
Marquette Asset Management
Minnesota
$4.43M -$197K -13,890 -4%
GAM
30
Gemmer Asset Management
California
$4.19M +$11.6K +819 +0.3%
VFS
31
VSR Financial Services
Kansas
$4.19M +$3.25M +228,852 +348%
AI
32
Atria Investments
North Carolina
$4.02M +$205K +14,439 +5%
MAS
33
Madden Advisory Services
Florida
$3.95M -$203K -14,271 -5%
EVM
34
Eaton Vance Management
Massachusetts
$3.81M +$575K +40,485 +18%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$3.76M +$820K +57,729 +28%
CCM
36
CWH Capital Management
Washington
$3.72M +$640K +45,030 +21%
AWM
37
Avior Wealth Management
Nebraska
$3.66M -$1.79M -125,877 -33%
PTCG
38
Pring Turner Capital Group
California
$3.6M +$310K +21,840 +9%
SFS
39
Summit Financial Strategies
Ohio
$3.43M +$218K +15,312 +7%
GA
40
Gateway Advisory
New Jersey
$3.39M +$227K +15,993 +7%
RWM
41
RKL Wealth Management
Pennsylvania
$3.23M +$563K +39,576 +21%
TCM
42
Tradewinds Capital Management
Washington
$3.11M -$8.1K -570 -0.3%
GC
43
Grimes & Company
Massachusetts
$2.83M +$2.83M +198,789 New
BBA
44
BLB&B Advisors
Pennsylvania
$2.74M +$1.39M +98,055 +103%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$2.7M +$713K +49,725 +36%
VNA
46
Valley National Advisers
Pennsylvania
$2.69M -$62.6K -4,407 -2%
OCM
47
One Capital Management
California
$2.68M +$118K +8,289 +5%
CMP
48
Courage Miller Partners
Virginia
$2.62M +$283K +19,944 +12%
BSB
49
Bangor Savings Bank
Maine
$2.54M -$57.6K -4,050 -2%
CCM
50
Condor Capital Management
New Jersey
$2.42M -$61.2K -4,305 -2%
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