SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

202 hedge funds and large institutions have $524M invested in Schwab US Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
5.39%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
25
Increased
94
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$8.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$53.1M
4
SJIM
4
St. Johns Investment Management
Florida
$6.1M
5
UBS Group
5
UBS Group
Switzerland
$7.49M

Top Sellers

1
HP
1
HT Partners
Connecticut
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$27.7M
3
GA
3
Gateway Advisory
New Jersey
$0
4
MWM
4
MinichMacGregor Wealth Management
New York
$76K
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$5.71M +$1.44M +106,164 +34%
LIM
27
Lathrop Investment Management
Arkansas
$5.66M +$36K +2,661 +0.6%
BBA
28
BLB&B Advisors
Pennsylvania
$5.61M +$1.06M +78,480 +23%
LCM
29
Leisure Capital Management
California
$5.55M -$260K -19,194 -4%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$5.47M +$701K +52,140 +15%
BFG
31
Bouchey Financial Group
New York
$5.43M +$71.7K +5,301 +1%
BWM
32
BerganKDV Wealth Management
Minnesota
$5.25M +$5.25M +387,669 New
VFS
33
VSR Financial Services
Kansas
$5.22M +$759K +56,121 +17%
FC
34
Financial Consulate
Maryland
$4.86M +$199K +14,676 +4%
SAM
35
Summit Asset Management
Tennessee
$4.61M +$463K +34,191 +11%
GAM
36
Gemmer Asset Management
California
$4.6M +$47.4K +3,501 +1%
SFS
37
Summit Financial Strategies
Ohio
$4.55M +$697K +51,531 +18%
HA
38
Harfst & Associates
Wyoming
$4.52M -$118K -8,730 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$4.32M +$2.09M +154,695 +94%
CCM
40
CWH Capital Management
Washington
$4.28M -$238K -17,619 -5%
CFMC
41
Curbstone Financial Management Corp
New Hampshire
$4.27M +$168K +12,420 +4%
EVM
42
Eaton Vance Management
Massachusetts
$4.25M +$165K +12,195 +4%
MAM
43
Marquette Asset Management
Minnesota
$4.11M -$27.2K -2,010 -0.7%
MAS
44
Madden Advisory Services
Florida
$3.5M -$92.9K -6,864 -3%
AWM
45
Avior Wealth Management
Nebraska
$3.4M +$41.2K +3,048 +1%
TCM
46
Tradewinds Capital Management
Washington
$3.3M +$144K +10,608 +5%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.29M +$1.88M +138,639 +132%
VNA
48
Valley National Advisers
Pennsylvania
$3.27M +$91.2K +6,744 +3%
TSWM
49
Triangle Securities Wealth Management
North Carolina
$3.22M +$3.22M +238,248 New
RWM
50
RKL Wealth Management
Pennsylvania
$2.82M -$195K -14,379 -6%
1
2
3 4 5