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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

202 hedge funds and large institutions have $524M invested in Schwab US Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
5.39%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
25
Increased
94
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$8.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$53.1M
4
SJIM
4
St. Johns Investment Management
Florida
$6.1M
5
UBS Group
5
UBS Group
Switzerland
$7.49M

Top Sellers

1
HP
1
HT Partners
Connecticut
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$27.7M
3
GA
3
Gateway Advisory
New Jersey
$0
4
MWM
4
MinichMacGregor Wealth Management
New York
$76K
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
76
KCM Investment Advisors
California
$1.16M +$3.69K +273 +0.3%
TRCT
77
Tower Research Capital (TRC)
New York
$1.16M +$884K +65,325 +324%
KF
78
Krilogy Financial
Missouri
$1.16M +$1.16M +85,386 New
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$1.14M +$36.7K +2,712 +3%
IF
80
Ironwood Financial
Arizona
$1.11M +$1.11M +82,362 New
HIC
81
Hartline Investment Corp
Illinois
$1.06M -$406 -30 -0%
Ameriprise
82
Ameriprise
Minnesota
$1.05M +$47.6K +3,516 +5%
AA
83
Alesco Advisors
New York
$1.04M +$107K +7,896 +11%
BW
84
Bison Wealth
Georgia
$1.04M +$17K +1,257 +2%
JWS
85
Juncture Wealth Strategies
Arizona
$971K +$971K +71,787 New
MA
86
MCF Advisors
Kentucky
$967K +$138K +10,227 +17%
ACM
87
Argentus Capital Management
Texas
$847K +$725K +53,580 +595%
PAG
88
Private Advisor Group
New Jersey
$806K +$139K +10,239 +21%
SFG
89
StrategIQ Financial Group
Indiana
$785K +$218K +16,155 +39%
AFG
90
Arkansas Financial Group
Arkansas
$766K – – –
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$744K -$704K -52,026 -49%
FBB
92
Fulton Breakefield Broenniman
Maryland
$672K +$86.5K +6,390 +15%
LBC
93
Lowe Brockenbrough & Co
Virginia
$670K +$289K +21,384 +76%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$662K +$662K +48,900 New
GHA
95
GW Henssler & Associates
Georgia
$650K -$8.69K -642 -1%
FA
96
Fagan Associates
New York
$641K +$103K +7,599 +19%
PLFAM
97
Pineno Levin & Ford Asset Management
Virginia
$634K -$19.3K -1,425 -3%
AIM
98
Avity Investment Management
Connecticut
$633K -$112K -8,175 -15%
BC
99
Bartlett & Co
Ohio
$595K -$44.3K -3,276 -7%
FC
100
Forte Capital
New York
$578K +$578K +42,744 New
2 3
4
5 6