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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

213 hedge funds and large institutions have $744M invested in Schwab US Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.69%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
20
Increased
111
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$28M
2
AB
2
AT Bancorp
Iowa
$17.3M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$39.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.5M
5
LIM
5
Lathrop Investment Management
Arkansas
$11.6M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$2.18M
4
KF
4
Krilogy Financial
Missouri
$3.43M
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
101
Millennium Management
New York
$911K +$329K +22,680 +57%
BBPWM
102
Blue Bell Private Wealth Management
Pennsylvania
$894K +$84.3K +5,811 +10%
SFG
103
StrategIQ Financial Group
Indiana
$860K +$14.3K +987 +2%
VC
104
Vicus Capital
Pennsylvania
$830K -$760K -52,344 -48%
AFG
105
Arkansas Financial Group
Arkansas
$821K – – –
MIAN
106
Mariner Independent Advisor Network
Kansas
$790K +$105K +7,221 +15%
FBB
107
Fulton Breakefield Broenniman
Maryland
$773K -$827 -57 -0.1%
MCM
108
Mitchell Capital Management
Kansas
$772K +$772K +53,205 New
FA
109
Fagan Associates
New York
$748K +$28.6K +1,974 +4%
LBC
110
Lowe Brockenbrough & Co
Virginia
$731K -$21.5K -1,485 -3%
PLFAM
111
Pineno Levin & Ford Asset Management
Virginia
$722K -$9.57K -660 -1%
BC
112
Bartlett & Co
Ohio
$694K +$44.6K +3,078 +7%
CCA
113
Clearwater Capital Advisors
Illinois
$689K -$1.33K -93 -0.2%
SIA
114
Starfire Investment Advisers
Michigan
$672K +$72.1K +4,971 +12%
SLF
115
Sun Life Financial
Ontario, Canada
$655K +$170K +11,730 +35%
FAAS
116
First Allied Advisory Services
California
$645K +$645K +44,451 New
GHA
117
GW Henssler & Associates
Georgia
$628K +$7.88K +543 +1%
SFA
118
Sequoia Financial Advisors
Ohio
$627K +$627K +43,227 New
SGAM
119
Steinberg Global Asset Management
Florida
$616K +$72.4K +4,989 +13%
FC
120
FCA Corp
Texas
$615K +$7.31K +504 +1%
BFPW
121
BOK Financial Private Wealth
Colorado
$608K +$87 +6 +0%
IFS
122
Ifrah Financial Services
Arkansas
$591K +$19.6K +1,347 +3%
CWM
123
Confluence Wealth Management
Oregon
$579K -$6.09K -420 -1%
MCM
124
Mengis Capital Management
Oregon
$549K +$24.2K +1,671 +5%
PWM
125
Perigon Wealth Management
California
$546K +$4.57K +315 +0.8%
3 4
5
6 7