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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

247 hedge funds and large institutions have $803M invested in Schwab US Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+34
Holders Change %
+15.96%
% of All Funds
6.18%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.73%
New
49
Increased
117
Reduced
57
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
AB
2
AT Bancorp
Iowa
$31.7M
3
CCM
3
CWH Capital Management
Washington
$16.4M
4
SIC
4
Salem Investment Counselors
North Carolina
$11.1M
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$7.24M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$6.42M
3
KP
3
Keel Point
Alabama
$388K
4
LIM
4
Lathrop Investment Management
Arkansas
$6.15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$4.07M +$103K +6,858 +3%
RWM
52
RKL Wealth Management
Pennsylvania
$4.01M +$918K +60,987 +30%
VNA
53
Valley National Advisers
Pennsylvania
$4M +$267K +17,736 +7%
Ameriprise
54
Ameriprise
Minnesota
$3.99M +$2.62M +174,348 +193%
HighTower Advisors
55
HighTower Advisors
Illinois
$3.9M +$2.58M +171,801 +196%
MAS
56
Madden Advisory Services
Florida
$3.87M +$20.7K +1,374 +0.5%
NDSI
57
Newman Dignan & Sheerar Inc
Rhode Island
$3.83M +$231K +15,333 +6%
TCM
58
Tradewinds Capital Management
Washington
$3.47M -$177K -11,730 -5%
OCM
59
One Capital Management
California
$3.41M -$26K -1,728 -0.8%
CIAS
60
Capital Investment Advisory Services
North Carolina
$3.18M +$3.18M +211,185 New
KF
61
Krilogy Financial
Missouri
$3.12M -$436K -28,950 -12%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$3.11M +$3.11M +200,616 New
CMP
63
Courage Miller Partners
Virginia
$3.1M -$115K -7,656 -4%
JWS
64
Juncture Wealth Strategies
Arizona
$3.06M +$56.3K +3,738 +2%
AWS
65
AJ Wealth Strategies
New York
$3.05M +$3.05M +202,518 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$3M +$717K +47,673 +31%
AMG
67
Asset Management Group
Connecticut
$2.97M +$938K +62,334 +46%
CFA
68
Cahill Financial Advisors
Minnesota
$2.9M +$169K +11,232 +6%
AFG
69
Albion Financial Group
Utah
$2.88M +$383K +25,455 +15%
BCMO
70
Buckingham Capital Management (Ohio)
Ohio
$2.84M +$529K +35,130 +23%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$2.83M -$1.96M -130,494 -41%
BSB
72
Bangor Savings Bank
Maine
$2.82M +$195K +12,987 +7%
CCM
73
Colorado Capital Management
Colorado
$2.73M +$203K +13,473 +8%
BA
74
Bristlecone Advisors
Washington
$2.61M +$188K +12,489 +8%
SPIA
75
Steward Partners Investment Advisory
New York
$2.6M +$2.6M +172,833 New
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