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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

202 hedge funds and large institutions have $524M invested in Schwab US Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
5.39%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
25
Increased
94
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$8.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$53.1M
4
SJIM
4
St. Johns Investment Management
Florida
$6.1M
5
UBS Group
5
UBS Group
Switzerland
$7.49M

Top Sellers

1
HP
1
HT Partners
Connecticut
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$27.7M
3
GA
3
Gateway Advisory
New Jersey
$0
4
MWM
4
MinichMacGregor Wealth Management
New York
$76K
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
Tuttle Capital Management
Connecticut
$351K -$532 -39 -0.2%
SIC
127
Sigma Investment Counselors
Michigan
$334K -$213K -15,798 -39%
GC
128
Grimes & Company
Massachusetts
$333K +$38.9K +2,877 +13%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$330K +$34.6K +2,553 +12%
PCM
130
Parsons Capital Management
Rhode Island
$329K +$731 +54 +0.2%
SIG
131
Stanford Investment Group
California
$325K +$24.3K +1,800 +8%
SWA
132
Sutton Wealth Advisors
Florida
$319K +$319K +23,592 New
VKH
133
Virtu KCG Holdings
New York
$319K +$319K +23,541 New
GWM
134
Gupta Wealth Management
California
$311K +$131K +9,705 +73%
OC
135
Oarsman Capital
Wisconsin
$304K -$4.34K -321 -1%
BHTS
136
Bar Harbor Trust Services
Maine
$297K +$15K +1,110 +5%
WCM
137
Wealthcare Capital Management
Virginia
$296K +$12.1K +894 +4%
RPA
138
Rock Point Advisors
Vermont
$293K +$3.74K +276 +1%
WF
139
WealthTrust Fairport
Ohio
$287K +$22.3K +1,650 +8%
DG
140
Davidson & Garrard
Virginia
$286K -$124K -9,120 -30%
BC
141
Barnett & Company
Tennessee
$280K +$17.6K +1,305 +7%
RJA
142
Raymond James & Associates
Florida
$280K +$280K +20,664 New
AIM
143
Aspen Investment Management
Michigan
$256K – – –
SSWM
144
Sheets Smith Wealth Management
North Carolina
$256K +$256K +18,903 New
PO
145
Private Ocean
California
$248K – – –
CA
146
Cambridge Advisors
Nebraska
$247K -$51.5K -3,801 -17%
ZIM
147
Zacks Investment Management
Illinois
$239K -$29K -2,142 -11%
SAM
148
Sawgrass Asset Management
Florida
$237K +$18.2K +1,350 +8%
UFA
149
US Financial Advisors
Massachusetts
$227K +$195K +14,460 +616%
RC
150
Roundview Capital
New Jersey
$223K +$223K +16,509 New
4 5
6
7 8