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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

213 hedge funds and large institutions have $744M invested in Schwab US Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.69%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
20
Increased
111
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$28M
2
AB
2
AT Bancorp
Iowa
$17.3M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$39.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.5M
5
LIM
5
Lathrop Investment Management
Arkansas
$11.6M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$2.18M
4
KF
4
Krilogy Financial
Missouri
$3.43M
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Stockman Wealth Management
Montana
$1.66M -$39K -2,688 -2%
GA
77
Gateway Advisory
New Jersey
$1.65M +$1.65M +114,807 New
EMA
78
Efficient Market Advisors
California
$1.64M -$493K -33,999 -23%
Creative Planning
79
Creative Planning
Kansas
$1.58M +$1.03M +71,013 +187%
CA
80
Capital Advantage
California
$1.57M -$85.8K -5,916 -5%
TH
81
Timber Hill
Connecticut
$1.56M +$1.56M +107,433 New
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$1.5M +$1.5M +103,470 New
SFWA
83
Summit Financial Wealth Advisors
Louisiana
$1.48M – – –
LYV
84
Live Your Vision
Pennsylvania
$1.48M +$52.4K +3,615 +4%
Brown Advisory
85
Brown Advisory
Maryland
$1.39M +$829K +57,162 +149%
MA
86
MCF Advisors
Kentucky
$1.31M +$213K +14,676 +19%
Ameriprise
87
Ameriprise
Minnesota
$1.31M +$162K +11,193 +14%
KIA
88
KCM Investment Advisors
California
$1.3M +$87 +6 +0%
HIC
89
Hartline Investment Corp
Illinois
$1.29M -$4.57K -315 -0.4%
IA
90
IFP Advisors
Florida
$1.27M +$18.7K +1,290 +1%
HighTower Advisors
91
HighTower Advisors
Illinois
$1.27M +$966K +66,798 +321%
Bank of America
92
Bank of America
North Carolina
$1.26M -$1.21M -83,586 -49%
AA
93
Alesco Advisors
New York
$1.21M +$64.2K +4,425 +6%
IF
94
Ironwood Financial
Arizona
$1.2M -$13.8K -948 -1%
WSTAM
95
Wilbanks Smith & Thomas Asset Management
Virginia
$1.18M -$5.79K -399 -0.5%
FWP
96
FAS Wealth Partners
Kansas
$1.16M +$332K +22,899 +40%
FC
97
Forte Capital
New York
$1.09M +$144K +9,939 +15%
PAG
98
Private Advisor Group
New Jersey
$1.09M +$193K +13,431 +21%
RWA
99
River Wealth Advisors
Pennsylvania
$1.09M +$328K +22,581 +43%
ICOA
100
Investment Centers of America
North Dakota
$949K +$949K +65,619 New
2 3
4
5 6