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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

195 hedge funds and large institutions have $507M invested in Schwab US Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+25
Holders Change %
+14.71%
% of All Funds
5.12%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.55%
New
36
Increased
86
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
Financial Management Professionals
Texas
$14.1M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$33.6M
3
BJ
Brouwer & Janachowski
California
$20.1M
4
SI
SII Investments
Wisconsin
$4.22M
5
LPL Financial
LPL Financial
California
$6.42M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
Jane Street
Jane Street
New York
$1.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.2M
4
Mariner
Mariner
Kansas
$369K
5
TRCT
Tower Research Capital (TRC)
New York
$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
126
Stanford Investment Group
California
$297K +$297K +22,233 New
CA
127
Cambridge Advisors
Nebraska
$294K -$58.7K -4,401 -17%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$292K +$19.1K +1,431 +7%
BRWA
129
B. Riley Wealth Advisors
Florida
$292K +$292K +21,801 New
GC
130
Grimes & Company
Massachusetts
$291K -$73.4K -5,484 -20%
RPA
131
Rock Point Advisors
Vermont
$285K +$40.6K +3,045 +17%
WCM
132
Wealthcare Capital Management
Virginia
$281K +$135K +10,059 +92%
BHTS
133
Bar Harbor Trust Services
Maine
$279K +$10.1K +756 +4%
TRCT
134
Tower Research Capital (TRC)
New York
$269K -$2.39M -179,445 -90%
RFA
135
Reilly Financial Advisors
California
$267K +$74.4K +5,574 +39%
ZIM
136
Zacks Investment Management
Illinois
$264K -$2.4K -180 -0.9%
HighTower Advisors
137
HighTower Advisors
Illinois
$262K +$262K +19,701 New
WF
138
WealthTrust Fairport
Ohio
$261K +$4.52K +339 +2%
BC
139
Barnett & Company
Tennessee
$259K +$8.01K +600 +3%
AIM
140
Aspen Investment Management
Michigan
$253K +$6.02K +450 +2%
AAM
141
Aston Asset Management
Illinois
$252K +$252K +18,879 New
FC
142
Fairpointe Capital
Illinois
$252K +$252K +18,879 New
MFS
143
MSI Financial Services
Massachusetts
$251K +$247K +18,486 +6,162%
EWM
144
Evermay Wealth Management
Virginia
$248K -$111K -8,331 -31%
DPA
145
Delphi Private Advisors
California
$246K +$246K +18,408 New
PO
146
Private Ocean
California
$245K – – –
FANJ
147
Financial Architects (New Jersey)
New Jersey
$229K +$229K +17,121 New
SAM
148
Sawgrass Asset Management
Florida
$216K +$216K +16,185 New
Creative Planning
149
Creative Planning
Kansas
$211K -$56K -4,194 -21%
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$210K +$210K +15,744 New
4 5
6
7 8