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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

213 hedge funds and large institutions have $744M invested in Schwab US Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.69%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
20
Increased
111
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$28M
2
AB
2
AT Bancorp
Iowa
$17.3M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$39.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.5M
5
LIM
5
Lathrop Investment Management
Arkansas
$11.6M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$2.18M
4
KF
4
Krilogy Financial
Missouri
$3.43M
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$7.7M +$918K +63,300 +14%
UBS Group
27
UBS Group
Switzerland
$7.47M -$13.3K -918 -0.2%
SAM
28
Summit Asset Management
Tennessee
$7.07M +$191K +13,176 +3%
ODCM
29
Old Dominion Capital Management
Virginia
$6.99M +$16K +1,104 +0.2%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$6.9M +$657K +45,642 +11%
SJIM
31
St. Johns Investment Management
Florida
$6.74M -$164K -11,283 -2%
KP
32
Keel Point
Alabama
$6.72M +$462K +31,818 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$6.23M +$2.88M +198,837 +86%
WMG
34
WESCAP Management Group
California
$6.19M -$643K -44,355 -9%
LIM
35
Leavell Investment Management
Alabama
$5.93M -$23.9K -1,647 -0.4%
LCM
36
Leisure Capital Management
California
$5.89M -$67.8K -4,674 -1%
GAM
37
Gemmer Asset Management
California
$5.61M +$476K +32,790 +9%
BFG
38
Bouchey Financial Group
New York
$5.58M -$171K -11,787 -3%
SFS
39
Summit Financial Strategies
Ohio
$5.57M +$408K +28,155 +8%
FC
40
Financial Consulate
Maryland
$4.87M -$53.5K -3,687 -1%
EVM
41
Eaton Vance Management
Massachusetts
$4.79M +$26.9K +1,851 +0.6%
UCFA
42
United Capital Financial Advisors
Texas
$4.71M -$1.22M -84,030 -21%
TSWM
43
Triangle Securities Wealth Management
North Carolina
$4.68M +$815K +56,208 +21%
CFMC
44
Curbstone Financial Management Corp
New Hampshire
$4.62M +$210K +14,448 +5%
KKAMG
45
Kernodle & Katon Asset Management Group
Arkansas
$4.56M -$478K -32,973 -9%
MAM
46
Marquette Asset Management
Minnesota
$4.08M -$253K -17,445 -6%
SFG
47
Sage Financial Group
Pennsylvania
$4.01M +$658K +45,360 +20%
AWM
48
Avior Wealth Management
Nebraska
$3.82M +$56.8K +3,915 +2%
MAS
49
Madden Advisory Services
Florida
$3.71M +$5.7K +393 +0.2%
VNA
50
Valley National Advisers
Pennsylvania
$3.59M +$48.3K +3,330 +1%
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