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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

206 hedge funds and large institutions have $628M invested in Schwab US Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 105 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
5.51%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
21
Increased
105
Reduced
58
Closed
15
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$29.1M
2
FMP
2
Financial Management Professionals
Texas
$42.5M
3
KP
3
Keel Point
Alabama
$6.04M
4
Jane Street
4
Jane Street
New York
$4.75M
5
KF
5
Krilogy Financial
Missouri
$5.26M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.32M
2
Wells Fargo
2
Wells Fargo
California
$14.8M
3
LIM
3
Leavell Investment Management
Alabama
$5.75M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
BWM
5
BerganKDV Wealth Management
Minnesota
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
PLFAM
101
Pineno Levin & Ford Asset Management
Virginia
$706K +$49.6K +3,540 +8%
FA
102
Fagan Associates
New York
$695K +$30.9K +2,208 +5%
CCA
103
Clearwater Capital Advisors
Illinois
$672K +$672K +48,111 New
MIAN
104
Mariner Independent Advisor Network
Kansas
$661K -$102K -7,305 -13%
ACM
105
Argentus Capital Management
Texas
$646K -$231K -16,482 -26%
AIM
106
Avity Investment Management
Connecticut
$627K -$20K -1,425 -3%
BC
107
Bartlett & Co
Ohio
$627K +$10.9K +780 +2%
GHA
108
GW Henssler & Associates
Georgia
$598K -$73.9K -5,277 -11%
FC
109
FCA Corp
Texas
$587K +$148K +10,587 +34%
BFPW
110
BOK Financial Private Wealth
Colorado
$587K +$587K +41,883 New
SIA
111
Starfire Investment Advisers
Michigan
$579K +$95.7K +6,834 +20%
CWM
112
Confluence Wealth Management
Oregon
$565K +$19.9K +1,422 +4%
Millennium Management
113
Millennium Management
New York
$562K +$562K +40,098 New
IFS
114
Ifrah Financial Services
Arkansas
$551K -$5.17K -369 -0.9%
Brown Advisory
115
Brown Advisory
Maryland
$538K – – –
Creative Planning
116
Creative Planning
Kansas
$531K +$306K +21,837 +136%
PFM
117
Phillips Financial Management
Indiana
$528K +$19.7K +1,368 +4%
SGAM
118
Steinberg Global Asset Management
Florida
$525K +$54K +3,855 +11%
PWM
119
Perigon Wealth Management
California
$523K +$25.1K +1,791 +5%
ACM
120
Armbruster Capital Management
New York
$514K -$11.1K -795 -2%
MCM
121
Mengis Capital Management
Oregon
$507K +$14.1K +1,011 +3%
BPM
122
Bowling Portfolio Management
Ohio
$506K -$8.4K -600 -2%
AIA
123
Allegis Investment Advisors
Idaho
$500K -$26K -1,887 -5%
SLF
124
Sun Life Financial
Ontario, Canada
$468K +$17.4K +1,242 +4%
AAS
125
Annex Advisory Services
Wisconsin
$466K -$1.26K -90 -0.3%
3 4
5
6 7