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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

137 hedge funds and large institutions have $234M invested in Schwab US Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
137
Holders Change
+26
Holders Change %
+23.42%
% of All Funds
3.66%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.37%
New
31
Increased
62
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$7.16M
2
WA
2
WealthTrust-Arizona
Arizona
$5.77M
3
SWM
3
SVA Wealth Management
Wisconsin
$8.23M
4
LIM
4
Leavell Investment Management
Alabama
$11.3M
5
Jane Street
5
Jane Street
New York
$3.63M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
PAG
2
Private Advisor Group
New Jersey
$1.28M
3
MAS
3
Madden Advisory Services
Florida
$4.84M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$326K
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
101
Wealthcare Capital Management
Virginia
$148K -$24.4K -1,806 -14%
AIM
102
Acropolis Investment Management
Missouri
$128K – – –
WF
103
WealthTrust Fairport
Ohio
$126K +$447 +33 +0.4%
Creative Planning
104
Creative Planning
Kansas
$122K +$65.2K +4,827 +115%
HR
105
Howe & Rusling
New York
$112K – – –
MA
106
MCF Advisors
Kentucky
$112K +$19.4K +1,434 +21%
CCS
107
Crosspoint Capital Strategies
California
$93K +$39.9K +2,922 +75%
PAI
108
Pittenger & Anderson Inc
Nebraska
$86K +$33.4K +2,475 +63%
CPIG
109
Chicago Partners Investment Group
Illinois
$76K +$76K +5,634 New
CDIA
110
Capital Directions Investment Advisors
Georgia
$75K – – –
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$72K -$22.2K -1,647 -24%
WCM
112
Westend Capital Management
California
$67K -$1.68K -123 -2%
UBS Group
113
UBS Group
Switzerland
$61K +$61K +4,524 New
MCM
114
Manchester Capital Management
Vermont
$47K – – –
WTB
115
Washington Trust Bank
Washington
$39K – – –
SIA
116
Stancorp Investment Advisers
Oregon
$38K +$38K +2,820 New
CFA
117
Camarda Financial Advisors
Florida
$26K +$26K +1,896 New
FPFS
118
First Personal Financial Services
North Carolina
$26K +$26K +1,950 New
NFG
119
Next Financial Group
Texas
$22K +$22K +1,596 New
NSIM
120
North Star Investment Management
Illinois
$16K – – –
RCG
121
Ruggie Capital Group
Florida
$15K +$15K +1,077 New
KCM
122
Karp Capital Management
California
$12K +$12K +900 New
TSW
123
Thompson Siegel & Walmsley
Virginia
$12K +$12K +900 New
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$11K – – –
FANJ
125
Financial Architects (New Jersey)
New Jersey
$11K +$1.96K +150 +22%
2 3 4
5
6