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Schwab US Mid-Cap ETF

65 hedge funds and large institutions have $96.3M invested in Schwab US Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.13%
New
11
Increased
43
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$246K
Bank of New York Mellon
52
Bank of New York Mellon
New York
$236K +$236K +20,472 New
AIG
53
American International Group
New York
$209K +$206K +17,862 +7,351%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$200K +$200K +17,325 New
Ameriprise
55
Ameriprise
Minnesota
$142K +$100K +8,874 +239%
CDIA
56
Capital Directions Investment Advisors
Georgia
$88K
BC
57
Bartlett & Co
Ohio
$71K
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$63K +$55K +4,773 +686%
S
59
SignatureFD
Georgia
$58K +$50K +4,329 +627%
MCM
60
Manchester Capital Management
Vermont
$39K
WA
61
WFG Advisors
Texas
$27K -$38K -3,324 -58%
MFS
62
MSI Financial Services
Massachusetts
$16K +$5.33K +450 +50%
Bank of America
63
Bank of America
North Carolina
$12K +$2.92K +258 +32%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$5K +$5K +381 New
PP
65
Palladium Partners
Virginia
$1K -$13.5K -1,623 -93%
DS
66
DRW Securities
Illinois
-$4.73M -443,646 Closed
FAAS
67
First Allied Advisory Services
California
-$1.58M -148,323 Closed
RJFSA
68
Raymond James Financial Services Advisors
Florida
-$742K -69,666 Closed
RIA
69
Regal Investment Advisors
Michigan
-$173K -16,212 Closed
TSWM
70
Triangle Securities Wealth Management
North Carolina
-$77K -7,200 Closed
OWP
71
Obermeyer Wealth Partners
Colorado
-$23K -2,166 Closed
Creative Planning
72
Creative Planning
Kansas
-$3K -303 Closed