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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

195 hedge funds and large institutions have $507M invested in Schwab US Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
195
Holders Change
+25
Holders Change %
+14.71%
% of All Funds
5.12%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.55%
New
36
Increased
86
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$14.1M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33.6M
3
BJ
3
Brouwer & Janachowski
California
$20.1M
4
SI
4
SII Investments
Wisconsin
$4.22M
5
LPL Financial
5
LPL Financial
California
$6.42M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
Jane Street
2
Jane Street
New York
$1.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.2M
4
Mariner
4
Mariner
Kansas
$369K
5
TRCT
5
Tower Research Capital (TRC)
New York
$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Capital Advantage
California
$1.22M +$3.61K +270 +0.3%
KIA
77
KCM Investment Advisors
California
$1.15M -$1.02M -76,713 -47%
AMG
78
Asset Management Group
Connecticut
$1.09M +$503K +37,686 +85%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$1.09M +$55.9K +4,185 +5%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M -$24.3K -1,821 -2%
HIC
81
Hartline Investment Corp
Illinois
$1.04M -$2.76K -207 -0.3%
SJIM
82
St. Johns Investment Management
Florida
$1.03M +$138K +10,305 +15%
Ameriprise
83
Ameriprise
Minnesota
$1.02M -$1.21M -87,348 -54%
IA
84
IFP Advisors
Florida
$1.01M +$1.01M +75,885 New
BW
85
Bison Wealth
Georgia
$1.01M +$394K +29,520 +64%
AA
86
Alesco Advisors
New York
$925K +$15.3K +1,143 +2%
MIAN
87
Mariner Independent Advisor Network
Kansas
$900K +$131K +9,804 +17%
SLF
88
Sun Life Financial
Ontario, Canada
$859K +$859K +64,350 New
MA
89
MCF Advisors
Kentucky
$818K +$16.5K +1,236 +2%
SA
90
Strategic Advisors
New York
$803K -$11.2K -840 -1%
AFG
91
Arkansas Financial Group
Arkansas
$756K -$5.01K -375 -0.7%
AIM
92
Avity Investment Management
Connecticut
$726K -$12K -900 -2%
Bank of America
93
Bank of America
North Carolina
$720K -$86K -6,444 -11%
PAG
94
Private Advisor Group
New Jersey
$659K +$15.1K +1,128 +2%
GHA
95
GW Henssler & Associates
Georgia
$650K -$103K -7,731 -14%
PLFAM
96
Pineno Levin & Ford Asset Management
Virginia
$645K – – –
BC
97
Bartlett & Co
Ohio
$631K +$63.6K +4,767 +11%
MCM
98
Mengis Capital Management
Oregon
$630K +$80 +6 +0%
BCI
99
Brinker Capital Investments
Pennsylvania
$617K -$1.11M -83,376 -64%
AIG
100
American International Group
New York
$581K +$13.8K +1,032 +2%
2 3
4
5 6