SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

195 hedge funds and large institutions have $507M invested in Schwab US Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+25
Holders Change %
+14.71%
% of All Funds
5.12%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.55%
New
36
Increased
86
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$14.1M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33.6M
3
BJ
3
Brouwer & Janachowski
California
$20.1M
4
SI
4
SII Investments
Wisconsin
$4.22M
5
LPL Financial
5
LPL Financial
California
$6.42M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
Jane Street
2
Jane Street
New York
$1.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.2M
4
Mariner
4
Mariner
Kansas
$369K
5
TRCT
5
Tower Research Capital (TRC)
New York
$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
FBB
101
Fulton Breakefield Broenniman
Maryland
$578K +$578K +43,239 New
SFG
102
StrategIQ Financial Group
Indiana
$560K +$560K +41,895 New
IFS
103
Ifrah Financial Services
Arkansas
$559K -$20.3K -1,518 -3%
SIC
104
Sigma Investment Counselors
Michigan
$541K +$268K +20,058 +98%
FA
105
Fagan Associates
New York
$531K +$77.3K +5,793 +17%
CWM
106
Concert Wealth Management
California
$530K -$117K -8,808 -18%
PWM
107
Perigon Wealth Management
California
$524K -$1.32K -99 -0.3%
Brown Advisory
108
Brown Advisory
Maryland
$513K -$82.6K -6,180 -14%
AIA
109
Allegis Investment Advisors
Idaho
$491K +$491K +36,795 New
BPM
110
Bowling Portfolio Management
Ohio
$485K -$24.5K -1,836 -5%
EK
111
Evensky & Katz
Florida
$471K +$55.6K +4,167 +13%
AAS
112
Annex Advisory Services
Wisconsin
$452K -$13.1K -984 -3%
SG Americas Securities
113
SG Americas Securities
New York
$442K +$442K +33,123 New
AWMG
114
Alliance Wealth Management Group
New Jersey
$440K +$440K +32,937 New
SGAM
115
Steinberg Global Asset Management
Florida
$434K +$9.94K +744 +2%
GC
116
Gratus Capital
Georgia
$427K +$427K +31,992 New
SIA
117
Starfire Investment Advisers
Michigan
$416K +$72.4K +5,418 +21%
CWM
118
Confluence Wealth Management
Oregon
$412K +$136K +10,170 +49%
FC
119
FCA Corp
Texas
$406K +$69.5K +5,205 +21%
DG
120
Davidson & Garrard
Virginia
$404K -$29.3K -2,196 -7%
LBC
121
Lowe Brockenbrough & Co
Virginia
$376K +$376K +28,140 New
Mariner
122
Mariner
Kansas
$369K -$2.91M -218,304 -89%
TCM
123
Tuttle Capital Management
Connecticut
$344K +$344K +25,758 New
PCM
124
Parsons Capital Management
Rhode Island
$324K +$4.05K +303 +1%
OC
125
Oarsman Capital
Wisconsin
$305K -$6.22K -465 -2%
3 4
5
6 7