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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

213 hedge funds and large institutions have $744M invested in Schwab US Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.69%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
20
Increased
111
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$28M
2
AB
2
AT Bancorp
Iowa
$17.3M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$39.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.5M
5
LIM
5
Lathrop Investment Management
Arkansas
$11.6M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$2.18M
4
KF
4
Krilogy Financial
Missouri
$3.43M
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
51
Tradewinds Capital Management
Washington
$3.51M +$8.88K +612 +0.3%
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$3.47M +$75.1K +5,178 +2%
KF
53
Krilogy Financial
Missouri
$3.43M -$2.02M -139,359 -37%
OCM
54
One Capital Management
California
$3.32M +$331K +22,833 +11%
CMP
55
Courage Miller Partners
Virginia
$3.1M +$70.5K +4,857 +2%
RWM
56
RKL Wealth Management
Pennsylvania
$2.98M -$116K -7,968 -4%
JWS
57
Juncture Wealth Strategies
Arizona
$2.9M +$373K +25,743 +15%
CFA
58
Cahill Financial Advisors
Minnesota
$2.63M +$26.6K +1,833 +1%
CCM
59
CWH Capital Management
Washington
$2.61M -$1.54M -106,461 -37%
BSB
60
Bangor Savings Bank
Maine
$2.53M +$153K +10,527 +6%
CCM
61
Colorado Capital Management
Colorado
$2.44M +$366K +25,206 +18%
AFG
62
Albion Financial Group
Utah
$2.4M +$155K +10,671 +7%
CCM
63
Condor Capital Management
New Jersey
$2.34M -$10.1K -693 -0.4%
BA
64
Bristlecone Advisors
Washington
$2.33M +$122K +8,442 +6%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.27M +$1.18M +81,390 +108%
BCMO
66
Buckingham Capital Management (Ohio)
Ohio
$2.23M +$184K +12,672 +9%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$2.23M +$193K +13,302 +9%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$2.2M -$89K -6,135 -4%
Goldman Sachs
69
Goldman Sachs
New York
$2.18M -$2.4M -165,393 -52%
BWM
70
BerganKDV Wealth Management
Minnesota
$2.15M -$955K -65,850 -31%
MWAC
71
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.09M -$324K -22,365 -13%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.08M +$175K +12,039 +9%
AMG
73
Asset Management Group
Connecticut
$1.96M +$388K +26,775 +25%
TW
74
Transform Wealth
Colorado
$1.87M -$6.7K -462 -0.4%
GC
75
Grimes & Company
Massachusetts
$1.71M +$73.8K +5,085 +4%
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3
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