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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

100 hedge funds and large institutions have $189M invested in Schwab US Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+13
Holders Change %
+14.94%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
18
Increased
58
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$23.8M
2
AHS
2
Aspiriant Holdings S3
California
$4.98M
3
PMG
3
ProVise Management Group
Florida
$4.74M
4
PFG
4
Piershale Financial Group
Illinois
$6.28M
5
CCM
5
CWH Capital Management
Washington
$6.94M

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$787K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$51K
5
CWM
5
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$787K -$2.32M -180,462 -75%
AFG
52
Arkansas Financial Group
Arkansas
$762K -$23.6K -1,830 -3%
AIM
53
Avity Investment Management
Connecticut
$751K +$579 +45 +0.1%
EMA
54
Efficient Market Advisors
California
$702K +$104K +8,067 +17%
HSA
55
HBK Sorce Advisory
Pennsylvania
$642K -$68.8K -5,343 -10%
PLFAM
56
Pineno Levin & Ford Asset Management
Virginia
$636K – – –
HIC
57
Hartline Investment Corp
Illinois
$626K -$37.5K -2,913 -6%
AA
58
Alesco Advisors
New York
$613K +$35.5K +2,757 +6%
KIA
59
KCM Investment Advisors
California
$585K +$230K +17,841 +65%
Brown Advisory
60
Brown Advisory
Maryland
$566K +$292K +22,680 +106%
WCM
61
Wisconsin Capital Management
Wisconsin
$560K +$68.6K +5,325 +14%
BRWA
62
B. Riley Wealth Advisors
Florida
$536K -$1.7K -132 -0.3%
SFG
63
Sage Financial Group
Pennsylvania
$532K – – –
AAS
64
Annex Advisory Services
Wisconsin
$494K -$13.8K -1,074 -3%
LPL Financial
65
LPL Financial
California
$456K +$106K +8,262 +30%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$432K -$68.4K -5,316 -14%
GHA
67
GW Henssler & Associates
Georgia
$411K +$617 +48 +0.2%
Ameriprise
68
Ameriprise
Minnesota
$401K +$38.6K +3,000 +11%
MCC
69
Mid Continent Capital
Illinois
$283K – – –
Bank of New York Mellon
70
Bank of New York Mellon
New York
$265K +$1.43K +111 +0.5%
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$259K +$259K +20,100 New
BHTS
72
Bar Harbor Trust Services
Maine
$257K -$49.2K -3,819 -16%
BPM
73
Bowling Portfolio Management
Ohio
$251K +$251K +19,467 New
KCPG
74
Kavar Capital Partners Group
Kansas
$243K +$18.9K +1,467 +8%
OIM
75
Orca Investment Management
Oregon
$236K -$143K -11,100 -38%
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