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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

167 hedge funds and large institutions have $431M invested in Schwab US Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
4.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
20
Increased
87
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12.4M
2
PMG
2
ProVise Management Group
Florida
$11.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.65M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.37M
2
Jane Street
2
Jane Street
New York
$355K
3
LIM
3
Leavell Investment Management
Alabama
$7.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.2M
5
AWM
5
Avior Wealth Management
Nebraska
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Nadler Financial Group
Illinois
$992K +$582K +40,932 +142%
CA
77
Capital Advantage
California
$974K +$90.6K +6,378 +10%
VC
78
Vicus Capital
Pennsylvania
$940K +$34.8K +2,445 +4%
ACM
79
Avalon Capital Management
California
$937K -$962K -67,665 -51%
TH
80
Timber Hill
Connecticut
$914K +$914K +64,311 New
AA
81
Alesco Advisors
New York
$904K +$99.1K +6,966 +12%
BW
82
Bison Wealth
Georgia
$843K -$61.8K -4,344 -7%
AFG
83
Arkansas Financial Group
Arkansas
$810K – – –
AIM
84
Avity Investment Management
Connecticut
$789K – – –
SFG
85
Sage Financial Group
Pennsylvania
$785K +$98.5K +6,936 +14%
PLFAM
86
Pineno Levin & Ford Asset Management
Virginia
$687K – – –
MCM
87
Mengis Capital Management
Oregon
$675K +$187K +13,182 +38%
IFS
88
Ifrah Financial Services
Arkansas
$628K -$137K -9,618 -18%
Brown Advisory
89
Brown Advisory
Maryland
$625K – – –
CWM
90
Concert Wealth Management
California
$597K +$83.2K +5,859 +16%
BC
91
Bartlett & Co
Ohio
$588K +$311K +21,882 +112%
AIG
92
American International Group
New York
$585K -$30.1K -2,121 -5%
MA
93
MCF Advisors
Kentucky
$585K +$271K +19,074 +86%
SJIM
94
St. Johns Investment Management
Florida
$565K +$565K +39,732 New
PWM
95
Perigon Wealth Management
California
$561K +$119K +8,355 +27%
GHA
96
GW Henssler & Associates
Georgia
$539K +$184K +12,975 +52%
EMA
97
Efficient Market Advisors
California
$531K -$1.79K -126 -0.3%
TRCT
98
Tower Research Capital (TRC)
New York
$529K -$778K -54,690 -60%
BPM
99
Bowling Portfolio Management
Ohio
$527K +$60K +4,224 +13%
Mariner
100
Mariner
Kansas
$511K +$13.6K +960 +3%
2 3
4
5 6