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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

202 hedge funds and large institutions have $524M invested in Schwab US Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
5.39%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
25
Increased
94
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$8.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$53.1M
4
SJIM
4
St. Johns Investment Management
Florida
$6.1M
5
UBS Group
5
UBS Group
Switzerland
$7.49M

Top Sellers

1
HP
1
HT Partners
Connecticut
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$27.7M
3
GA
3
Gateway Advisory
New Jersey
$0
4
MWM
4
MinichMacGregor Wealth Management
New York
$76K
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
101
Brinker Capital Investments
Pennsylvania
$576K -$48.7K -3,597 -8%
Citadel Advisors
102
Citadel Advisors
Florida
$554K +$554K +40,899 New
Jane Street
103
Jane Street
New York
$538K -$1.08M -79,812 -67%
IFS
104
Ifrah Financial Services
Arkansas
$538K -$28.9K -2,136 -5%
CWM
105
Confluence Wealth Management
Oregon
$526K +$109K +8,028 +26%
Brown Advisory
106
Brown Advisory
Maryland
$520K – – –
AIA
107
Allegis Investment Advisors
Idaho
$516K +$18.5K +1,368 +4%
ACM
108
Armbruster Capital Management
New York
$508K +$373K +27,525 +275%
BPM
109
Bowling Portfolio Management
Ohio
$497K +$5.84K +432 +1%
PWM
110
Perigon Wealth Management
California
$481K -$50.2K -3,711 -9%
PFM
111
Phillips Financial Management
Indiana
$479K +$479K +35,295 New
MCM
112
Mengis Capital Management
Oregon
$476K -$162K -12,003 -25%
SIA
113
Starfire Investment Advisers
Michigan
$467K +$45.2K +3,339 +11%
SGAM
114
Steinberg Global Asset Management
Florida
$455K +$15.4K +1,140 +4%
AAS
115
Annex Advisory Services
Wisconsin
$452K -$6.13K -453 -1%
EK
116
Evensky & Katz
Florida
$445K -$32.7K -2,415 -7%
SLF
117
Sun Life Financial
Ontario, Canada
$435K -$435K -32,175 -50%
RWA
118
River Wealth Advisors
Pennsylvania
$431K +$431K +31,863 New
FC
119
FCA Corp
Texas
$424K +$12.2K +900 +3%
MFS
120
MSI Financial Services
Massachusetts
$414K +$160K +11,805 +63%
RFA
121
Reilly Financial Advisors
California
$392K +$121K +8,946 +45%
FAAS
122
First Allied Advisory Services
California
$390K +$390K +28,608 New
MIAN
123
Mariner Independent Advisor Network
Kansas
$377K -$88.9K -12,858 -19%
Mariner
124
Mariner
Kansas
$374K – – –
BRWA
125
B. Riley Wealth Advisors
Florida
$370K +$74.7K +5,517 +25%
3 4
5
6 7