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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

206 hedge funds and large institutions have $628M invested in Schwab US Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 105 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
5.51%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
21
Increased
105
Reduced
58
Closed
15
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$29.1M
2
FMP
2
Financial Management Professionals
Texas
$42.5M
3
KP
3
Keel Point
Alabama
$6.04M
4
Jane Street
4
Jane Street
New York
$4.75M
5
KF
5
Krilogy Financial
Missouri
$5.26M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.32M
2
Wells Fargo
2
Wells Fargo
California
$14.8M
3
LIM
3
Leavell Investment Management
Alabama
$5.75M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
BWM
5
BerganKDV Wealth Management
Minnesota
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$6.6M -$660K -47,163 -9%
SI
27
SII Investments
Wisconsin
$6.55M +$631K +45,021 +11%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$6.07M +$370K +26,421 +6%
KP
29
Keel Point
Alabama
$6.04M +$6.04M +431,466 New
LCM
30
Leisure Capital Management
California
$5.75M +$6.34K +453 +0.1%
LIM
31
Leavell Investment Management
Alabama
$5.75M -$3.38M -241,338 -37%
LIM
32
Lathrop Investment Management
Arkansas
$5.74M -$117K -8,391 -2%
UCFA
33
United Capital Financial Advisors
Texas
$5.73M -$242K -17,307 -4%
BFG
34
Bouchey Financial Group
New York
$5.55M -$72K -5,142 -1%
KF
35
Krilogy Financial
Missouri
$5.26M +$4.07M +290,511 +340%
SFS
36
Summit Financial Strategies
Ohio
$4.98M +$267K +19,083 +6%
GAM
37
Gemmer Asset Management
California
$4.95M +$196K +13,986 +4%
KKAMG
38
Kernodle & Katon Asset Management Group
Arkansas
$4.86M -$1.51M -107,604 -24%
FC
39
Financial Consulate
Maryland
$4.75M -$274K -19,530 -5%
Jane Street
40
Jane Street
New York
$4.75M +$4.19M +299,088 +752%
EVM
41
Eaton Vance Management
Massachusetts
$4.6M +$204K +14,580 +5%
Goldman Sachs
42
Goldman Sachs
New York
$4.42M +$2.32M +165,399 +110%
LPL Financial
43
LPL Financial
California
$4.32M -$4.53M -324,600 -51%
CFMC
44
Curbstone Financial Management Corp
New Hampshire
$4.26M -$160K -11,400 -4%
MAM
45
Marquette Asset Management
Minnesota
$4.19M -$66.7K -4,761 -2%
CCM
46
CWH Capital Management
Washington
$4.01M -$420K -29,994 -9%
VFS
47
VSR Financial Services
Kansas
$3.98M -$1.42M -101,700 -26%
TSWM
48
Triangle Securities Wealth Management
North Carolina
$3.73M +$390K +27,840 +12%
AWM
49
Avior Wealth Management
Nebraska
$3.64M +$120K +8,541 +3%
MAS
50
Madden Advisory Services
Florida
$3.58M -$42.7K -3,048 -1%
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