SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

137 hedge funds and large institutions have $234M invested in Schwab US Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
137
Holders Change
+26
Holders Change %
+23.42%
% of All Funds
3.66%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.37%
New
31
Increased
62
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$7.16M
2
WA
2
WealthTrust-Arizona
Arizona
$5.77M
3
SWM
3
SVA Wealth Management
Wisconsin
$8.23M
4
LIM
4
Leavell Investment Management
Alabama
$11.3M
5
Jane Street
5
Jane Street
New York
$3.63M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
PAG
2
Private Advisor Group
New Jersey
$1.28M
3
MAS
3
Madden Advisory Services
Florida
$4.84M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$326K
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Concert Wealth Management
California
$519K +$215K +15,888 +71%
AAS
77
Annex Advisory Services
Wisconsin
$496K -$19.3K -1,425 -4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$436K +$30.7K +2,262 +8%
MCC
79
Mid Continent Capital
Illinois
$435K -$41.7K -3,075 -9%
PWM
80
Perigon Wealth Management
California
$414K -$1.95K -144 -0.5%
MCM
81
Mengis Capital Management
Oregon
$414K +$414K +30,588 New
B
82
Baird
Wisconsin
$371K +$371K +27,396 New
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$326K -$1M -73,935 -75%
PCM
84
Parsons Capital Management
Rhode Island
$319K +$10.4K +771 +3%
GCA
85
Greenwood Capital Associates
South Carolina
$317K – – –
DG
86
Davidson & Garrard
Virginia
$300K +$300K +22,107 New
SGAM
87
Steinberg Global Asset Management
Florida
$280K +$280K +20,685 New
Bank of New York Mellon
88
Bank of New York Mellon
New York
$277K – – –
EWM
89
Evermay Wealth Management
Virginia
$266K – – –
BHTS
90
Bar Harbor Trust Services
Maine
$264K -$10.2K -750 -4%
CA
91
Cambridge Advisors
Nebraska
$256K +$256K +18,879 New
ZIM
92
Zacks Investment Management
Illinois
$253K +$34K +2,511 +16%
TRCT
93
Tower Research Capital (TRC)
New York
$248K -$557K -41,106 -69%
OC
94
Oarsman Capital
Wisconsin
$222K +$222K +16,359 New
CAM
95
Cubic Asset Management
Massachusetts
$212K – – –
HP
96
HT Partners
Connecticut
$208K +$208K +15,345 New
VFS
97
VSR Financial Services
Kansas
$202K -$12.2K -900 -6%
BC
98
Bartlett & Co
Ohio
$190K +$65.2K +4,815 +52%
Bank of America
99
Bank of America
North Carolina
$183K -$1.31K -96 -0.7%
S
100
SignatureFD
Georgia
$169K +$71.3K +5,271 +73%
2 3
4
5 6