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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

167 hedge funds and large institutions have $431M invested in Schwab US Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
4.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
20
Increased
87
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12.4M
2
PMG
2
ProVise Management Group
Florida
$11.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.65M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.37M
2
Jane Street
2
Jane Street
New York
$355K
3
LIM
3
Leavell Investment Management
Alabama
$7.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.2M
5
AWM
5
Avior Wealth Management
Nebraska
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Annex Advisory Services
Wisconsin
$502K +$1.11K +78 +0.2%
SG Americas Securities
102
SG Americas Securities
New York
$498K -$416K -29,289 -46%
EK
103
Evensky & Katz
Florida
$453K -$63.9K -4,500 -12%
FA
104
Fagan Associates
New York
$420K +$166K +11,652 +65%
SGAM
105
Steinberg Global Asset Management
Florida
$385K +$11.1K +786 +3%
SIA
106
Starfire Investment Advisers
Michigan
$366K +$14.9K +1,050 +4%
DG
107
Davidson & Garrard
Virginia
$365K +$11.4K +804 +3%
CA
108
Cambridge Advisors
Nebraska
$356K +$53.4K +3,765 +18%
Jane Street
109
Jane Street
New York
$355K -$4.47M -314,214 -93%
Bank of America
110
Bank of America
North Carolina
$354K +$104K +7,353 +42%
PCM
111
Parsons Capital Management
Rhode Island
$340K +$6.56K +462 +2%
ZIM
112
Zacks Investment Management
Illinois
$303K +$25.7K +1,806 +9%
FC
113
FCA Corp
Texas
$295K +$10.8K +759 +4%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$290K – – –
AMG
115
Asset Management Group
Connecticut
$281K +$281K +19,761 New
EWM
116
Evermay Wealth Management
Virginia
$278K – – –
OC
117
Oarsman Capital
Wisconsin
$278K +$25.9K +1,821 +10%
AIM
118
Aspen Investment Management
Michigan
$273K -$17.5K -1,230 -6%
BHTS
119
Bar Harbor Trust Services
Maine
$268K +$14.1K +990 +6%
RPA
120
Rock Point Advisors
Vermont
$262K +$262K +18,444 New
WF
121
WealthTrust Fairport
Ohio
$261K +$12K +846 +5%
FAAS
122
First Allied Advisory Services
California
$240K +$240K +16,830 New
SIC
123
Sigma Investment Counselors
Michigan
$235K +$235K +16,527 New
DAS
124
Dynamic Advisor Solutions
Arizona
$225K +$225K +15,852 New
CAM
125
Cubic Asset Management
Massachusetts
$222K – – –
3 4
5
6 7