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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

202 hedge funds and large institutions have $524M invested in Schwab US Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
5.39%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
25
Increased
94
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$8.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$53.1M
4
SJIM
4
St. Johns Investment Management
Florida
$6.1M
5
UBS Group
5
UBS Group
Switzerland
$7.49M

Top Sellers

1
HP
1
HT Partners
Connecticut
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$27.7M
3
GA
3
Gateway Advisory
New Jersey
$0
4
MWM
4
MinichMacGregor Wealth Management
New York
$76K
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
$2.76M +$2.32M +171,120 +517%
CMP
52
Courage Miller Partners
Virginia
$2.76M -$10.4K -768 -0.4%
SFG
53
Sage Financial Group
Pennsylvania
$2.73M +$173K +12,804 +7%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.6M -$208K -15,366 -7%
MWAC
55
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.46M -$148K -10,971 -6%
EMA
56
Efficient Market Advisors
California
$2.42M -$43.1K -3,183 -2%
BSB
57
Bangor Savings Bank
Maine
$2.34M -$102K -7,554 -4%
CCM
58
Condor Capital Management
New Jersey
$2.3M +$244 +18 +0%
Bank of America
59
Bank of America
North Carolina
$2.18M +$1.45M +107,424 +199%
CFA
60
Cahill Financial Advisors
Minnesota
$2.13M +$333K +24,609 +19%
AFG
61
Albion Financial Group
Utah
$2.13M -$31.1K -2,301 -1%
SFWA
62
Summit Financial Wealth Advisors
Louisiana
$2.1M +$41 +3 +0%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$2.09M -$1.03M -75,987 -33%
Goldman Sachs
64
Goldman Sachs
New York
$2.03M -$11.4K -846 -0.6%
BCMO
65
Buckingham Capital Management (Ohio)
Ohio
$1.85M -$1.5M -110,466 -45%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.85M -$2.59M -191,271 -58%
CK
67
Carnick & Kubik
Colorado
$1.71M +$10.1K +750 +0.6%
WSTAM
68
Wilbanks Smith & Thomas Asset Management
Virginia
$1.65M +$560K +41,358 +51%
NDSI
69
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M -$22.3K -1,650 -1%
SWM
70
Stockman Wealth Management
Montana
$1.56M -$162 -12 -0%
CA
71
Capital Advantage
California
$1.52M +$283K +20,934 +23%
FWM
72
Frontier Wealth Management
Missouri
$1.45M +$50.8K +3,753 +4%
VC
73
Vicus Capital
Pennsylvania
$1.42M +$106K +7,803 +8%
LYV
74
Live Your Vision
Pennsylvania
$1.3M +$37.7K +2,784 +3%
AMG
75
Asset Management Group
Connecticut
$1.17M +$62.3K +4,605 +6%
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