SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

170 hedge funds and large institutions have $446M invested in Schwab US Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
4.75%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.45%
New
19
Increased
85
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$22.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.4M
3
Wells Fargo
3
Wells Fargo
California
$19.9M
4
Jane Street
4
Jane Street
New York
$8.15M
5
BJ
5
Brouwer & Janachowski
California
$14.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.58M
2
PA
2
Planning Alternatives
Michigan
$13.9M
3
PMG
3
ProVise Management Group
Florida
$6.21M
4
PTCG
4
Pring Turner Capital Group
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
51
Courage Miller Partners
Virginia
$2.44M +$46.6K +3,591 +2%
BSB
52
Bangor Savings Bank
Maine
$2.42M +$102K +7,863 +4%
CCM
53
Condor Capital Management
New Jersey
$2.19M -$21.9K -1,686 -1%
Citigroup
54
Citigroup
New York
$2.17M +$174K +13,413 +9%
VC
55
Vicus Capital
Pennsylvania
$2.12M -$116K -3,426 -5%
KIA
56
KCM Investment Advisors
California
$2.11M +$178K +13,716 +9%
AFG
57
Albion Financial Group
Utah
$2.1M +$2.1M +161,610 New
Ameriprise
58
Ameriprise
Minnesota
$2.07M +$315K +24,462 +18%
SAM
59
Summit Asset Management
Tennessee
$2.04M +$361K +27,855 +22%
Goldman Sachs
60
Goldman Sachs
New York
$1.96M +$1.96M +150,873 New
KF
61
Krilogy Financial
Missouri
$1.9M +$1.9M +146,142 New
CFMC
62
Curbstone Financial Management Corp
New Hampshire
$1.82M +$196K +15,105 +12%
BCI
63
Brinker Capital Investments
Pennsylvania
$1.68M +$199K +15,339 +13%
CFA
64
Cahill Financial Advisors
Minnesota
$1.68M +$21.4K +1,650 +1%
GWM
65
Gupta Wealth Management
California
$1.68M +$435K +33,501 +35%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.58M -$4.49M -346,383 -74%
SFG
67
Sage Financial Group
Pennsylvania
$1.49M +$770K +59,361 +107%
NDSI
68
Newman Dignan & Sheerar Inc
Rhode Island
$1.49M +$50.2K +3,873 +4%
SWM
69
Stockman Wealth Management
Montana
$1.48M +$68.2K +5,259 +5%
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$1.46M -$76.5K -5,895 -5%
CK
71
Carnick & Kubik
Colorado
$1.44M +$1.44M +110,802 New
FWM
72
Frontier Wealth Management
Missouri
$1.37M +$3.19K +246 +0.2%
CA
73
Capital Advantage
California
$1.18M +$294K +22,692 +33%
LYV
74
Live Your Vision
Pennsylvania
$1.15M +$164K +12,603 +17%
MCC
75
Mid Continent Capital
Illinois
$1.09M -$378K -29,145 -26%
1 2
3
4 5