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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

195 hedge funds and large institutions have $507M invested in Schwab US Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
195
Holders Change
+25
Holders Change %
+14.71%
% of All Funds
5.12%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.55%
New
36
Increased
86
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$14.1M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33.6M
3
BJ
3
Brouwer & Janachowski
California
$20.1M
4
SI
4
SII Investments
Wisconsin
$4.22M
5
LPL Financial
5
LPL Financial
California
$6.42M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
Jane Street
2
Jane Street
New York
$1.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.2M
4
Mariner
4
Mariner
Kansas
$369K
5
TRCT
5
Tower Research Capital (TRC)
New York
$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$5.26M -$62.2K -4,659 -1%
NFG
27
Nadler Financial Group
Illinois
$5.24M +$1.65M +123,837 +46%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.74M +$515K +38,577 +12%
FC
29
Financial Consulate
Maryland
$4.6M +$312K +23,370 +7%
HA
30
Harfst & Associates
Wyoming
$4.58M -$61.7K -4,623 -1%
BBA
31
BLB&B Advisors
Pennsylvania
$4.49M +$1.04M +78,099 +30%
GAM
32
Gemmer Asset Management
California
$4.49M +$537K +40,188 +14%
CCM
33
CWH Capital Management
Washington
$4.46M +$879K +65,820 +25%
VFS
34
VSR Financial Services
Kansas
$4.4M -$245K -18,318 -5%
GA
35
Gateway Advisory
New Jersey
$4.39M -$228K -17,085 -5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$4.38M +$2.75M +206,268 +170%
SI
37
SII Investments
Wisconsin
$4.22M +$4.01M +300,204 +1,880%
SAM
38
Summit Asset Management
Tennessee
$4.1M +$1.99M +149,319 +95%
MAM
39
Marquette Asset Management
Minnesota
$4.08M -$15.4K -1,152 -0.4%
CFMC
40
Curbstone Financial Management Corp
New Hampshire
$4.05M +$2.18M +162,975 +116%
EVM
41
Eaton Vance Management
Massachusetts
$4.03M +$257K +19,275 +7%
SFS
42
Summit Financial Strategies
Ohio
$3.81M +$191K +14,277 +5%
MWM
43
MinichMacGregor Wealth Management
New York
$3.76M +$3.76M +259,452 New
MAS
44
Madden Advisory Services
Florida
$3.55M +$128K +9,609 +4%
AI
45
Atria Investments
North Carolina
$3.38M +$19.4K +1,554 +0.6%
AWM
46
Avior Wealth Management
Nebraska
$3.31M -$223K -16,722 -6%
BCMO
47
Buckingham Capital Management (Ohio)
Ohio
$3.3M +$93.1K +6,969 +3%
VNA
48
Valley National Advisers
Pennsylvania
$3.14M +$538K +40,278 +21%
TCM
49
Tradewinds Capital Management
Washington
$3.11M +$521 +39 +0%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$3.08M -$638K -47,796 -17%
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