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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

114 hedge funds and large institutions have $205M invested in Schwab US Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+14
Holders Change %
+14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
20
Increased
54
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.02M
2
Bank of America
2
Bank of America
North Carolina
$2.52M
3
BFG
3
Bouchey Financial Group
New York
$3.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.61M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.41M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$16.9M
2
TCM
2
Tuttle Capital Management
Connecticut
$1.41M
3
CCM
3
CWH Capital Management
Washington
$4.62M
4
Jane Street
4
Jane Street
New York
$0
5
DS
5
DRW Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHTS
76
Bar Harbor Trust Services
Maine
$289K +$21.9K +1,632 +8%
KFS
77
KMS Financial Services
Washington
$281K +$281K +20,949 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$277K +$564 +42 +0.2%
TNBTD
79
Trustmark National Bank Trust Department
Mississippi
$270K – – –
EWM
80
Evermay Wealth Management
Virginia
$263K +$263K +19,581 New
VFS
81
VSR Financial Services
Kansas
$254K +$254K +18,939 New
PCM
82
Parsons Capital Management
Rhode Island
$252K +$252K +18,795 New
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$223K -$5.65K -420 -2%
ZIM
84
Zacks Investment Management
Illinois
$210K +$210K +15,624 New
CAM
85
Cubic Asset Management
Massachusetts
$209K – – –
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$205K -$14.1K -1,050 -6%
KCPG
87
Kavar Capital Partners Group
Kansas
$204K -$49.6K -3,693 -20%
WCM
88
Wealthcare Capital Management
Virginia
$171K – – –
WA
89
WealthTrust-Arizona
Arizona
$154K +$154K +11,493 New
WF
90
WealthTrust Fairport
Ohio
$124K +$124K +9,246 New
HR
91
Howe & Rusling
New York
$111K +$70.6K +5,250 +175%
AIG
92
American International Group
New York
$105K +$64.7K +4,824 +162%
S
93
SignatureFD
Georgia
$101K +$16.4K +1,224 +19%
BC
94
Bartlett & Co
Ohio
$84K – – –
CDIA
95
Capital Directions Investment Advisors
Georgia
$79K – – –
MA
96
MCF Advisors
Kentucky
$61K +$17.9K +1,395 +41%
MCM
97
Manchester Capital Management
Vermont
$47K – – –
WTB
98
Washington Trust Bank
Washington
$39K +$7.72K +570 +25%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$37K -$10.2K -756 -22%
PAI
100
Pittenger & Anderson Inc
Nebraska
$34K +$34K +2,520 New
1 2 3
4
5