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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

167 hedge funds and large institutions have $431M invested in Schwab US Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
4.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
20
Increased
87
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12.4M
2
PMG
2
ProVise Management Group
Florida
$11.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.65M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.37M
2
Jane Street
2
Jane Street
New York
$355K
3
LIM
3
Leavell Investment Management
Alabama
$7.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.2M
5
AWM
5
Avior Wealth Management
Nebraska
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
51
Mariner Independent Advisor Network
Kansas
$2.39M +$166K +11,706 +7%
LPL Financial
52
LPL Financial
California
$2.37M -$5.8M -407,778 -71%
GCA
53
Greenwood Capital Associates
South Carolina
$2.37M +$448K +31,503 +23%
Citigroup
54
Citigroup
New York
$2.19M +$853 +60 +0%
KIA
55
KCM Investment Advisors
California
$2.11M +$3.97K +279 +0.2%
Ameriprise
56
Ameriprise
Minnesota
$1.94M +$1M +70,464 +107%
SAM
57
Summit Asset Management
Tennessee
$1.84M +$374K +26,289 +26%
CFA
58
Cahill Financial Advisors
Minnesota
$1.82M +$150K +10,551 +9%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$1.78M +$257K +18,060 +17%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$1.68M -$14.7K -1,035 -0.9%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.63M +$1.63M +114,906 New
BCI
62
Brinker Capital Investments
Pennsylvania
$1.62M -$20.4K -1,437 -1%
MCC
63
Mid Continent Capital
Illinois
$1.61M +$1.1M +77,250 +215%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$1.6M -$380K -26,721 -19%
NDSI
65
Newman Dignan & Sheerar Inc
Rhode Island
$1.57M +$166K +11,679 +12%
SWM
66
Stockman Wealth Management
Montana
$1.55M +$66.7K +4,692 +4%
FWM
67
Frontier Wealth Management
Missouri
$1.5M -$30.1K -2,115 -2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.38M +$818K +57,561 +145%
GWM
69
Gupta Wealth Management
California
$1.36M +$1.36M +95,898 New
SA
70
Strategic Advisors
New York
$1.35M -$206K -14,481 -13%
HIC
71
Hartline Investment Corp
Illinois
$1.16M +$273K +19,227 +31%
TFA
72
Transamerica Financial Advisors
Florida
$1.16M +$1.03M +72,315 +809%
PAG
73
Private Advisor Group
New Jersey
$1.14M -$83.3K -5,862 -7%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$1.11M +$36.6K +2,577 +3%
LYV
75
Live Your Vision
Pennsylvania
$1.09M -$412K -28,854 -27%
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