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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

156 hedge funds and large institutions have $383M invested in Schwab US Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.16%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
27
Increased
79
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$40.7M
2
HP
2
HT Partners
Connecticut
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.5M
4
LPL Financial
4
LPL Financial
California
$8.23M
5
WA
5
WealthTrust-Arizona
Arizona
$11.1M

Top Sellers

1
MAS
1
Madden Advisory Services
Florida
$4.2M
2
LIM
2
Leavell Investment Management
Alabama
$11.5M
3
B
3
Baird
Wisconsin
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$925K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
126
AllianceBernstein
Tennessee
$69K +$69K +4,821 New
WCM
127
Westend Capital Management
California
$65K -$6.07K -420 -9%
CDIA
128
Capital Directions Investment Advisors
Georgia
$63K -$14.3K -990 -18%
PAI
129
Pittenger & Anderson Inc
Nebraska
$58K -$34K -2,355 -37%
RFA
130
Reilly Financial Advisors
California
$58K +$58K +4,065 New
WTB
131
Washington Trust Bank
Washington
$41K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$37K +$25.2K +1,767 +214%
FPFS
133
First Personal Financial Services
North Carolina
$29K – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26K +1,812 New
NFG
135
Next Financial Group
Texas
$24K +$1.08K +75 +5%
SIA
136
Stancorp Investment Advisers
Oregon
$18K -$22.8K -1,575 -56%
VIA
137
Vantage Investment Advisors
Pennsylvania
$18K +$7.92K +549 +79%
NSIM
138
North Star Investment Management
Illinois
$17K – – –
RCG
139
Ruggie Capital Group
Florida
$17K +$1.78K +126 +12%
IWM
140
Integrated Wealth Management
California
$14K +$14K +999 New
TSW
141
Thompson Siegel & Walmsley
Virginia
$13K – – –
MFS
142
MSI Financial Services
Massachusetts
$11K – – –
CG
143
Colony Group
Massachusetts
$11K – – –
JFGIW
144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K +$11K +744 New
Simplex Trading
145
Simplex Trading
Illinois
$9K +$9K +639 New
RBC
146
Roble Belko & Company
Pennsylvania
$8K +$8K +567 New
SMG
147
Spectrum Management Group
Indiana
$6K +$6K +405 New
GT
148
Glenmede Trust
Pennsylvania
$4K +$4K +300 New
MWP
149
MYCIO Wealth Partners
Pennsylvania
$4K +$4K +300 New
BWA
150
Burt Wealth Advisors
Maryland
$3K +$250 +18 +9%
3 4 5
6
7