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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

156 hedge funds and large institutions have $383M invested in Schwab US Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.16%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
27
Increased
79
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$40.7M
2
HP
2
HT Partners
Connecticut
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.5M
4
LPL Financial
4
LPL Financial
California
$8.23M
5
WA
5
WealthTrust-Arizona
Arizona
$11.1M

Top Sellers

1
MAS
1
Madden Advisory Services
Florida
$4.2M
2
LIM
2
Leavell Investment Management
Alabama
$11.5M
3
B
3
Baird
Wisconsin
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$925K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Avalon Capital Management
California
$1.92M +$1.92M +133,578 New
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$1.72M -$15.1K -1,053 -0.9%
CFA
53
Cahill Financial Advisors
Minnesota
$1.69M +$38.8K +2,697 +2%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.66M -$73.2K -5,088 -4%
FWM
55
Frontier Wealth Management
Missouri
$1.55M +$14.4K +1,002 +0.9%
CFMC
56
Curbstone Financial Management Corp
New Hampshire
$1.54M +$213K +14,805 +16%
LYV
57
Live Your Vision
Pennsylvania
$1.51M +$52.7K +3,666 +4%
SWM
58
Stockman Wealth Management
Montana
$1.5M +$134K +9,330 +10%
SAM
59
Summit Asset Management
Tennessee
$1.48M +$47.8K +3,321 +3%
SA
60
Strategic Advisors
New York
$1.47M +$297K +22,161 +25%
NDSI
61
Newman Dignan & Sheerar Inc
Rhode Island
$1.42M +$248K +17,229 +21%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.42M +$957K +66,576 +207%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.39M -$90.8K -6,315 -6%
BBA
64
BLB&B Advisors
Pennsylvania
$1.36M -$123K -8,550 -8%
TRCT
65
Tower Research Capital (TRC)
New York
$1.32M +$1.06M +73,599 +402%
PAG
66
Private Advisor Group
New Jersey
$1.24M -$122K -8,466 -9%
WSTAM
67
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M +$41.6K +2,895 +4%
Ameriprise
68
Ameriprise
Minnesota
$1.03M +$233K +14,988 +29%
VFS
69
VSR Financial Services
Kansas
$946K +$731K +50,856 +341%
SG Americas Securities
70
SG Americas Securities
New York
$925K -$336K -23,400 -27%
BW
71
Bison Wealth
Georgia
$915K +$915K +63,642 New
HIC
72
Hartline Investment Corp
Illinois
$898K +$233K +16,212 +35%
CA
73
Capital Advantage
California
$894K +$146K +10,161 +20%
AFG
74
Arkansas Financial Group
Arkansas
$820K – – –
AA
75
Alesco Advisors
New York
$814K +$22.7K +1,581 +3%
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3
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