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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

170 hedge funds and large institutions have $446M invested in Schwab US Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
4.75%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.45%
New
19
Increased
85
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$22.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.4M
3
Wells Fargo
3
Wells Fargo
California
$19.9M
4
Jane Street
4
Jane Street
New York
$8.15M
5
BJ
5
Brouwer & Janachowski
California
$14.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.58M
2
PA
2
Planning Alternatives
Michigan
$13.9M
3
PMG
3
ProVise Management Group
Florida
$6.21M
4
PTCG
4
Pring Turner Capital Group
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
101
Bowling Portfolio Management
Ohio
$495K +$13.7K +1,056 +3%
AAS
102
Annex Advisory Services
Wisconsin
$452K -$6.46K -498 -1%
EMA
103
Efficient Market Advisors
California
$451K -$33K -2,547 -7%
FA
104
Fagan Associates
New York
$441K +$58.1K +4,482 +15%
DG
105
Davidson & Garrard
Virginia
$421K +$88K +6,783 +26%
SGAM
106
Steinberg Global Asset Management
Florida
$412K +$59.7K +4,602 +17%
EK
107
Evensky & Katz
Florida
$404K -$9.69K -747 -2%
GC
108
Grimes & Company
Massachusetts
$353K -$2.22M -171,552 -86%
EWM
109
Evermay Wealth Management
Virginia
$349K +$94.9K +7,311 +37%
CA
110
Cambridge Advisors
Nebraska
$343K +$17.7K +1,365 +5%
SIA
111
Starfire Investment Advisers
Michigan
$334K +$195 +15 +0.1%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$329K -$932K -71,862 -74%
FC
113
FCA Corp
Texas
$327K +$58.1K +4,476 +22%
PCM
114
Parsons Capital Management
Rhode Island
$311K -$273 -21 -0.1%
OC
115
Oarsman Capital
Wisconsin
$302K +$48.2K +3,714 +19%
CWM
116
Confluence Wealth Management
Oregon
$269K +$269K +20,706 New
Bank of New York Mellon
117
Bank of New York Mellon
New York
$265K – – –
SIC
118
Sigma Investment Counselors
Michigan
$265K +$50.9K +3,930 +24%
BHTS
119
Bar Harbor Trust Services
Maine
$261K +$16.5K +1,275 +7%
FAAS
120
First Allied Advisory Services
California
$261K +$42.2K +3,243 +19%
ZIM
121
Zacks Investment Management
Illinois
$259K -$17.3K -1,332 -6%
Creative Planning
122
Creative Planning
Kansas
$259K +$259K +19,995 New
WF
123
WealthTrust Fairport
Ohio
$249K +$11.3K +876 +5%
BC
124
Barnett & Company
Tennessee
$244K +$244K +18,804 New
AIM
125
Aspen Investment Management
Michigan
$239K -$9.83K -759 -4%
3 4
5
6 7