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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

247 hedge funds and large institutions have $803M invested in Schwab US Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
247
Holders Change
+34
Holders Change %
+15.96%
% of All Funds
6.18%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.73%
New
49
Increased
117
Reduced
57
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
AB
2
AT Bancorp
Iowa
$31.7M
3
CCM
3
CWH Capital Management
Washington
$16.4M
4
SIC
4
Salem Investment Counselors
North Carolina
$11.1M
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$7.24M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$6.42M
3
KP
3
Keel Point
Alabama
$388K
4
LIM
4
Lathrop Investment Management
Arkansas
$6.15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$8.7M +$712K +47,361 +9%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$7.92M +$712K +47,307 +10%
UBS Group
28
UBS Group
Switzerland
$7.69M -$57.3K -3,810 -0.7%
ECML
29
Eagle Capital Management (Louisiana)
Louisiana
$7.24M +$7.24M +480,699 New
ODCM
30
Old Dominion Capital Management
Virginia
$6.98M -$278K -18,498 -4%
SJIM
31
St. Johns Investment Management
Florida
$6.97M -$17.8K -1,182 -0.3%
LIM
32
Leavell Investment Management
Alabama
$6.85M +$697K +46,317 +11%
LPL Financial
33
LPL Financial
California
$6.82M -$3.37M -223,065 -33%
PFG
34
Piershale Financial Group
Illinois
$6.42M -$29.3M -1,946,952 -82%
GAM
35
Gemmer Asset Management
California
$6.21M +$397K +26,361 +7%
LIM
36
Lathrop Investment Management
Arkansas
$6.15M -$6.07M -403,602 -50%
WMG
37
WESCAP Management Group
California
$6.11M -$312K -20,733 -5%
LCM
38
Leisure Capital Management
California
$6.07M -$40.3K -2,679 -0.7%
SFS
39
Summit Financial Strategies
Ohio
$6.01M +$231K +15,348 +4%
BFG
40
Bouchey Financial Group
New York
$5.72M -$70.4K -4,680 -1%
FC
41
Financial Consulate
Maryland
$5.65M +$597K +39,663 +12%
MAM
42
Marquette Asset Management
Minnesota
$5.39M +$1.15M +76,500 +27%
TSWM
43
Triangle Securities Wealth Management
North Carolina
$5.09M +$242K +16,077 +5%
KKAMG
44
Kernodle & Katon Asset Management Group
Arkansas
$4.99M +$260K +17,250 +5%
EVM
45
Eaton Vance Management
Massachusetts
$4.98M +$10.2K +675 +0.2%
NP
46
NorthRock Partners
Minnesota
$4.93M +$4.93M +327,645 New
SFG
47
Sage Financial Group
Pennsylvania
$4.58M +$420K +27,891 +10%
UCFA
48
United Capital Financial Advisors
Texas
$4.48M -$410K -27,213 -8%
Jane Street
49
Jane Street
New York
$4.18M +$4.18M +277,992 New
MCM
50
Mitchell Capital Management
Kansas
$4.17M +$3.37M +223,710 +420%
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