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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

195 hedge funds and large institutions have $507M invested in Schwab US Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
195
Holders Change
+25
Holders Change %
+14.71%
% of All Funds
5.12%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.55%
New
36
Increased
86
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$14.1M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33.6M
3
BJ
3
Brouwer & Janachowski
California
$20.1M
4
SI
4
SII Investments
Wisconsin
$4.22M
5
LPL Financial
5
LPL Financial
California
$6.42M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
Jane Street
2
Jane Street
New York
$1.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.2M
4
Mariner
4
Mariner
Kansas
$369K
5
TRCT
5
Tower Research Capital (TRC)
New York
$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$2.9M -$35.3K -2,643 -1%
EWA
52
EP Wealth Advisors
California
$2.81M +$2.81M +210,378 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$2.77M +$2.43M +182,196 +718%
CMP
54
Courage Miller Partners
Virginia
$2.73M +$219K +16,410 +9%
MWAC
55
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.58M +$2.58M +193,038 New
OCM
56
One Capital Management
California
$2.54M -$5.13K -384 -0.2%
SFG
57
Sage Financial Group
Pennsylvania
$2.53M +$994K +74,460 +65%
EMA
58
Efficient Market Advisors
California
$2.44M +$1.97M +147,513 +424%
BSB
59
Bangor Savings Bank
Maine
$2.41M -$75.3K -5,637 -3%
CCM
60
Condor Capital Management
New Jersey
$2.27M +$14.3K +1,071 +0.6%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$2.2M -$3.74M -279,960 -63%
AFG
62
Albion Financial Group
Utah
$2.13M -$29.6K -2,217 -1%
Citigroup
63
Citigroup
New York
$2.08M -$154K -11,514 -7%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$2.08M +$2.08M +155,355 New
Goldman Sachs
65
Goldman Sachs
New York
$2.02M -$361 -27 -0%
CFA
66
Cahill Financial Advisors
Minnesota
$1.77M +$46.2K +3,459 +3%
CK
67
Carnick & Kubik
Colorado
$1.67M +$193K +14,445 +13%
NDSI
68
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M +$81.3K +6,090 +5%
Jane Street
69
Jane Street
New York
$1.6M -$6.79M -508,668 -81%
SWM
70
Stockman Wealth Management
Montana
$1.54M +$13.2K +987 +0.9%
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$1.43M -$74.9K -5,610 -5%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.4M +$566K +42,390 +68%
FWM
73
Frontier Wealth Management
Missouri
$1.38M -$30.4K -2,277 -2%
VC
74
Vicus Capital
Pennsylvania
$1.3M +$458K +34,281 +55%
LYV
75
Live Your Vision
Pennsylvania
$1.25M +$61.8K +4,629 +5%
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