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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

247 hedge funds and large institutions have $803M invested in Schwab US Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
247
Holders Change
+34
Holders Change %
+15.96%
% of All Funds
6.18%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.73%
New
49
Increased
117
Reduced
57
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
AB
2
AT Bancorp
Iowa
$31.7M
3
CCM
3
CWH Capital Management
Washington
$16.4M
4
SIC
4
Salem Investment Counselors
North Carolina
$11.1M
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$7.24M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$6.42M
3
KP
3
Keel Point
Alabama
$388K
4
LIM
4
Lathrop Investment Management
Arkansas
$6.15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$2.49M +$194K +12,963 +8%
CCM
77
Condor Capital Management
New Jersey
$2.45M +$16.5K +1,098 +0.7%
Creative Planning
78
Creative Planning
Kansas
$2.4M +$764K +50,769 +47%
Goldman Sachs
79
Goldman Sachs
New York
$2.26M – – –
BWM
80
BerganKDV Wealth Management
Minnesota
$1.99M -$240K -15,969 -11%
MWAC
81
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.97M -$201K -13,326 -9%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$1.82M +$261K +17,349 +17%
GC
83
Grimes & Company
Massachusetts
$1.8M +$17.4K +1,158 +1%
HIC
84
Hartline Investment Corp
Illinois
$1.75M +$409K +27,171 +30%
SWM
85
Stockman Wealth Management
Montana
$1.73M +$10.2K +675 +0.6%
TW
86
Transform Wealth
Colorado
$1.7M -$245K -16,260 -13%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$1.7M +112,659 New
IA
88
IFP Advisors
Florida
$1.66M +$342K +22,746 +26%
GA
89
Gateway Advisory
New Jersey
$1.64M -$89.7K -5,961 -5%
AOWM
90
Alpha Omega Wealth Management
Virginia
$1.64M +$1.64M +108,681 New
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$1.58M +$35.7K +2,370 +2%
CA
92
Capital Advantage
California
$1.56M -$69.9K -4,644 -4%
FWP
93
FAS Wealth Partners
Kansas
$1.46M +$259K +17,244 +22%
RWA
94
River Wealth Advisors
Pennsylvania
$1.45M +$318K +21,150 +28%
Bank of America
95
Bank of America
North Carolina
$1.44M +$133K +8,853 +10%
Brown Advisory
96
Brown Advisory
Maryland
$1.37M -$69.6K -4,629 -5%
LYV
97
Live Your Vision
Pennsylvania
$1.36M -$177K -11,775 -12%
KIA
98
KCM Investment Advisors
California
$1.35M +$181 +12 +0%
FC
99
Forte Capital
New York
$1.35M +$216K +14,379 +19%
PAI
100
Pittenger & Anderson Inc
Nebraska
$1.32M +$1.23M +81,678 +1,296%
2 3
4
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