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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

170 hedge funds and large institutions have $446M invested in Schwab US Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
4.75%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.45%
New
19
Increased
85
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$22.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.4M
3
Wells Fargo
3
Wells Fargo
California
$19.9M
4
Jane Street
4
Jane Street
New York
$8.15M
5
BJ
5
Brouwer & Janachowski
California
$14.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.58M
2
PA
2
Planning Alternatives
Michigan
$13.9M
3
PMG
3
ProVise Management Group
Florida
$6.21M
4
PTCG
4
Pring Turner Capital Group
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFS
26
VSR Financial Services
Kansas
$4.51M +$689K +53,094 +18%
HA
27
Harfst & Associates
Wyoming
$4.51M +$123K +9,453 +3%
GA
28
Gateway Advisory
New Jersey
$4.48M +$1.39M +107,079 +45%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$4.32M +$709K +51,957 +20%
FC
30
Financial Consulate
Maryland
$4.16M -$1.23M -94,782 -23%
MAM
31
Marquette Asset Management
Minnesota
$3.98M -$65.6K -5,058 -2%
GAM
32
Gemmer Asset Management
California
$3.84M +$15.8K +1,221 +0.4%
EVM
33
Eaton Vance Management
Massachusetts
$3.66M +$183K +14,100 +5%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.61M -$776K -59,796 -18%
SFS
35
Summit Financial Strategies
Ohio
$3.51M +$386K +29,766 +12%
NFG
36
Nadler Financial Group
Illinois
$3.49M +$2.58M +198,885 +285%
AI
37
Atria Investments
North Carolina
$3.48M -$189K -14,556 -5%
CCM
38
CWH Capital Management
Washington
$3.47M +$75.3K +5,805 +2%
AWM
39
Avior Wealth Management
Nebraska
$3.44M +$98.3K +7,578 +3%
BBA
40
BLB&B Advisors
Pennsylvania
$3.35M +$848K +65,379 +34%
MAS
41
Madden Advisory Services
Florida
$3.32M -$283K -21,852 -8%
Mariner
42
Mariner
Kansas
$3.19M +$2.72M +210,012 +584%
RWM
43
RKL Wealth Management
Pennsylvania
$3.13M +$183K +14,130 +6%
BCMO
44
Buckingham Capital Management (Ohio)
Ohio
$3.11M +$669K +51,537 +27%
TCM
45
Tradewinds Capital Management
Washington
$3.02M +$185K +14,241 +7%
LPL Financial
46
LPL Financial
California
$3.02M +$786K +58,638 +35%
UBS Group
47
UBS Group
Switzerland
$2.85M -$1.73M -133,200 -38%
TRCT
48
Tower Research Capital (TRC)
New York
$2.59M +$2.11M +162,414 +437%
VNA
49
Valley National Advisers
Pennsylvania
$2.52M +$67K +5,166 +3%
OCM
50
One Capital Management
California
$2.47M +$25.1K +1,938 +1%
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