SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

137 hedge funds and large institutions have $234M invested in Schwab US Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
137
Holders Change
+26
Holders Change %
+23.42%
% of All Funds
3.66%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.37%
New
31
Increased
62
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$7.16M
2
WA
2
WealthTrust-Arizona
Arizona
$5.77M
3
SWM
3
SVA Wealth Management
Wisconsin
$8.23M
4
LIM
4
Leavell Investment Management
Alabama
$11.3M
5
Jane Street
5
Jane Street
New York
$3.63M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
PAG
2
Private Advisor Group
New Jersey
$1.28M
3
MAS
3
Madden Advisory Services
Florida
$4.84M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$326K
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Stockman Wealth Management
Montana
$1.29M +$1.29M +95,067 New
PAG
52
Private Advisor Group
New Jersey
$1.28M -$1.1M -80,865 -46%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$1.25M +$88.3K +6,510 +8%
SG Americas Securities
54
SG Americas Securities
New York
$1.19M +$657K +48,471 +123%
SA
55
Strategic Advisors
New York
$1.19M -$263K -19,374 -18%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$981K -$1.91K -141 -0.2%
LPL Financial
57
LPL Financial
California
$873K +$264K +19,452 +43%
VC
58
Vicus Capital
Pennsylvania
$823K +$128K +9,450 +18%
AFG
59
Arkansas Financial Group
Arkansas
$773K -$29.8K -2,196 -4%
AIM
60
Avity Investment Management
Connecticut
$765K -$20.3K -1,500 -3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$757K +$703K +51,846 +1,299%
AA
62
Alesco Advisors
New York
$746K +$68.5K +5,055 +10%
IFS
63
Ifrah Financial Services
Arkansas
$732K -$39.4K -2,904 -5%
CA
64
Capital Advantage
California
$705K +$705K +52,017 New
Ameriprise
65
Ameriprise
Minnesota
$693K +$262K +19,323 +61%
PLFAM
66
Pineno Levin & Ford Asset Management
Virginia
$682K +$2.85K +210 +0.4%
SFG
67
Sage Financial Group
Pennsylvania
$656K +$43.4K +3,201 +7%
WCM
68
Wisconsin Capital Management
Wisconsin
$646K +$21.4K +1,575 +3%
HIC
69
Hartline Investment Corp
Illinois
$627K -$6.15K -453 -1%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$610K +$606K +44,685 +16,550%
EK
71
Evensky & Katz
Florida
$598K +$109K +8,037 +22%
Brown Advisory
72
Brown Advisory
Maryland
$596K – – –
EMA
73
Efficient Market Advisors
California
$572K +$87.1K +6,429 +18%
Mariner
74
Mariner
Kansas
$536K +$65.6K +4,845 +14%
AIG
75
American International Group
New York
$519K +$402K +29,625 +341%
1 2
3
4 5