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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

167 hedge funds and large institutions have $431M invested in Schwab US Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
4.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
20
Increased
87
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12.4M
2
PMG
2
ProVise Management Group
Florida
$11.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.65M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.37M
2
Jane Street
2
Jane Street
New York
$355K
3
LIM
3
Leavell Investment Management
Alabama
$7.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.2M
5
AWM
5
Avior Wealth Management
Nebraska
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$215K -$168K -11,778 -44%
SAM
127
Sawgrass Asset Management
Florida
$206K +$206K +14,490 New
AG
128
Appleton Group
Wisconsin
$205K +$5.7K +402 +3%
KCPG
129
Kavar Capital Partners Group
Kansas
$197K – – –
RFA
130
Reilly Financial Advisors
California
$187K +$129K +9,069 +223%
S
131
SignatureFD
Georgia
$178K – – –
KTC
132
Kistler-Tiffany Companies
Pennsylvania
$166K +$57.3K +4,044 +53%
WCM
133
Wealthcare Capital Management
Virginia
$156K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$154K – – –
HR
135
Howe & Rusling
New York
$128K +$10.7K +750 +9%
MAA
136
Managed Account Advisors
New Jersey
$125K +$125K +8,790 New
FANJ
137
Financial Architects (New Jersey)
New Jersey
$108K +$7.87K +555 +8%
CCS
138
Crosspoint Capital Strategies
California
$101K +$2.78K +195 +3%
CPIG
139
Chicago Partners Investment Group
Illinois
$81K -$3.92K -276 -5%
WCM
140
Westend Capital Management
California
$72K +$8.74K +621 +14%
PAI
141
Pittenger & Anderson Inc
Nebraska
$65K +$7.51K +525 +13%
CDIA
142
Capital Directions Investment Advisors
Georgia
$62K – – –
RCG
143
Ruggie Capital Group
Florida
$44K +$26.8K +1,866 +155%
WTB
144
Washington Trust Bank
Washington
$41K – – –
FPFS
145
First Personal Financial Services
North Carolina
$28K – – –
TSW
146
Thompson Siegel & Walmsley
Virginia
$26K +$13K +900 +100%
IWM
147
Integrated Wealth Management
California
$24K +$10.1K +720 +72%
NFG
148
Next Financial Group
Texas
$23K – – –
MFS
149
MSI Financial Services
Massachusetts
$22K +$11.5K +825 +110%
HCMT
150
Highland Capital Management (Tennessee)
Tennessee
$20K +$20K +1,440 New
3 4 5
6
7