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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

114 hedge funds and large institutions have $205M invested in Schwab US Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
114
Holders Change
+14
Holders Change %
+14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
20
Increased
54
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.02M
2
Bank of America
2
Bank of America
North Carolina
$2.52M
3
BFG
3
Bouchey Financial Group
New York
$3.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.61M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.41M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$16.9M
2
TCM
2
Tuttle Capital Management
Connecticut
$1.41M
3
CCM
3
CWH Capital Management
Washington
$4.62M
4
Jane Street
4
Jane Street
New York
$0
5
DS
5
DRW Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$943K -$8.49K -633 -0.9%
LPL Financial
52
LPL Financial
California
$886K +$410K +30,594 +86%
IFS
53
Ifrah Financial Services
Arkansas
$799K -$115K -8,580 -13%
AFG
54
Arkansas Financial Group
Arkansas
$794K – – –
AIM
55
Avity Investment Management
Connecticut
$783K +$201 +15 +0%
EMA
56
Efficient Market Advisors
California
$777K +$45.3K +3,381 +6%
Morgan Stanley
57
Morgan Stanley
New York
$768K -$671K -50,001 -47%
PLFAM
58
Pineno Levin & Ford Asset Management
Virginia
$672K +$8.25K +615 +1%
AA
59
Alesco Advisors
New York
$645K +$5.96K +444 +0.9%
HIC
60
Hartline Investment Corp
Illinois
$616K -$36.2K -2,700 -6%
KIA
61
KCM Investment Advisors
California
$615K +$5.23K +390 +0.9%
VC
62
Vicus Capital
Pennsylvania
$599K +$599K +44,622 New
WCM
63
Wisconsin Capital Management
Wisconsin
$595K +$12.1K +900 +2%
Brown Advisory
64
Brown Advisory
Maryland
$590K – – –
SFG
65
Sage Financial Group
Pennsylvania
$556K +$2.01K +150 +0.4%
AAS
66
Annex Advisory Services
Wisconsin
$529K +$13.6K +1,017 +3%
HSA
67
HBK Sorce Advisory
Pennsylvania
$494K -$174K -13,020 -26%
CWM
68
Concert Wealth Management
California
$472K +$472K +36,786 New
Mariner
69
Mariner
Kansas
$459K +$459K +34,254 New
MCC
70
Mid Continent Capital
Illinois
$456K +$161K +12,030 +55%
BRWA
71
B. Riley Wealth Advisors
Florida
$445K +$167K +25,128 +60%
Ameriprise
72
Ameriprise
Minnesota
$385K -$32.6K -2,430 -8%
PWM
73
Perigon Wealth Management
California
$363K +$363K +27,033 New
BPM
74
Bowling Portfolio Management
Ohio
$328K +$66.9K +4,986 +26%
GCA
75
Greenwood Capital Associates
South Carolina
$305K +$66.3K +4,950 +28%
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