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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

100 hedge funds and large institutions have $189M invested in Schwab US Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+13
Holders Change %
+14.94%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
18
Increased
58
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$23.8M
2
AHS
2
Aspiriant Holdings S3
California
$4.98M
3
PMG
3
ProVise Management Group
Florida
$4.74M
4
PFG
4
Piershale Financial Group
Illinois
$6.28M
5
CCM
5
CWH Capital Management
Washington
$6.94M

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$787K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$51K
5
CWM
5
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Concert Wealth Management
California
– -$241K -19,629 Closed
ZIM
102
Zacks Investment Management
Illinois
– -$211K -16,872 Closed
Creative Planning
103
Creative Planning
Kansas
– -$37K -3,000 Closed
FTUS
104
Flow Traders U.S.
New York
– -$30K -2,415 Closed
1 2 3 4
5