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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

156 hedge funds and large institutions have $383M invested in Schwab US Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.16%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
27
Increased
79
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$40.7M
2
HP
2
HT Partners
Connecticut
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.5M
4
LPL Financial
4
LPL Financial
California
$8.23M
5
WA
5
WealthTrust-Arizona
Arizona
$11.1M

Top Sellers

1
MAS
1
Madden Advisory Services
Florida
$4.2M
2
LIM
2
Leavell Investment Management
Alabama
$11.5M
3
B
3
Baird
Wisconsin
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$925K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
101
Bank of New York Mellon
New York
$293K – – –
FC
102
FCA Corp
Texas
$287K +$287K +19,962 New
EWM
103
Evermay Wealth Management
Virginia
$282K – – –
ZIM
104
Zacks Investment Management
Illinois
$280K +$11.5K +798 +4%
BC
105
Bartlett & Co
Ohio
$280K +$78.4K +5,454 +39%
BHTS
106
Bar Harbor Trust Services
Maine
$257K -$23.1K -1,608 -8%
FA
107
Fagan Associates
New York
$257K +$257K +17,865 New
OC
108
Oarsman Capital
Wisconsin
$255K +$19.9K +1,386 +8%
Bank of America
109
Bank of America
North Carolina
$253K +$59.1K +4,107 +30%
WF
110
WealthTrust Fairport
Ohio
$252K +$118K +8,187 +88%
CAM
111
Cubic Asset Management
Massachusetts
$224K – – –
BCM
112
BTR Capital Management
California
$203K +$203K +14,100 New
AG
113
Appleton Group
Wisconsin
$202K +$202K +14,049 New
KCPG
114
Kavar Capital Partners Group
Kansas
$200K +$200K +13,902 New
S
115
SignatureFD
Georgia
$180K – – –
WCM
116
Wealthcare Capital Management
Virginia
$157K – – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$155K +$155K +10,800 New
AIM
118
Acropolis Investment Management
Missouri
$136K – – –
TFA
119
Transamerica Financial Advisors
Florida
$129K +$129K +8,934 New
Creative Planning
120
Creative Planning
Kansas
$122K -$7.57K -528 -6%
HR
121
Howe & Rusling
New York
$119K – – –
KTC
122
Kistler-Tiffany Companies
Pennsylvania
$110K +$33.5K +2,331 +44%
FANJ
123
Financial Architects (New Jersey)
New Jersey
$102K +$89.9K +6,222 +741%
CCS
124
Crosspoint Capital Strategies
California
$99K +$1.25K +87 +1%
CPIG
125
Chicago Partners Investment Group
Illinois
$81K +$4.71K +348 +6%
3 4
5
6 7