SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

206 hedge funds and large institutions have $628M invested in Schwab US Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 105 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
5.51%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
21
Increased
105
Reduced
58
Closed
15
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$29.1M
2
FMP
2
Financial Management Professionals
Texas
$42.5M
3
KP
3
Keel Point
Alabama
$6.04M
4
Jane Street
4
Jane Street
New York
$4.75M
5
KF
5
Krilogy Financial
Missouri
$5.26M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.32M
2
Wells Fargo
2
Wells Fargo
California
$14.8M
3
LIM
3
Leavell Investment Management
Alabama
$5.75M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
BWM
5
BerganKDV Wealth Management
Minnesota
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$459K +$448K +32,016 +4,105%
BRWA
127
B. Riley Wealth Advisors
Florida
$454K +$70.8K +5,046 +18%
MFS
128
MSI Financial Services
Massachusetts
$445K +$16.4K +1,173 +4%
RFA
129
Reilly Financial Advisors
California
$425K +$19.3K +1,374 +5%
EK
130
Evensky & Katz
Florida
$402K -$58.1K -4,152 -13%
Mariner
131
Mariner
Kansas
$390K +$2.52K +180 +0.7%
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$379K +$293K +20,967 +342%
HSA
133
HBK Sorce Advisory
Pennsylvania
$371K +$371K +26,517 New
TCM
134
Tuttle Capital Management
Connecticut
$368K – – –
PCM
135
Parsons Capital Management
Rhode Island
$366K +$25.5K +1,821 +7%
RJA
136
Raymond James & Associates
Florida
$365K +$75.9K +5,427 +26%
RPA
137
Rock Point Advisors
Vermont
$361K +$58.2K +4,158 +19%
PAG
138
Pinnacle Advisory Group
Maryland
$361K +$361K +25,833 New
SIC
139
Sigma Investment Counselors
Michigan
$359K +$12.6K +897 +4%
CA
140
Cambridge Advisors
Nebraska
$352K +$96.8K +6,915 +38%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$347K +$5.67K +405 +2%
SWA
142
Sutton Wealth Advisors
Florida
$331K +$1.01K +72 +0.3%
BC
143
Barnett & Company
Tennessee
$331K +$41K +2,925 +14%
BHTS
144
Bar Harbor Trust Services
Maine
$326K +$18.1K +1,293 +6%
WF
145
WealthTrust Fairport
Ohio
$326K +$29.1K +2,076 +10%
WCM
146
Wealthcare Capital Management
Virginia
$307K – – –
SIG
147
Stanford Investment Group
California
$303K -$33.6K -2,400 -10%
OC
148
Oarsman Capital
Wisconsin
$300K -$14.6K -1,044 -5%
DWM
149
Destination Wealth Management
California
$293K +$293K +20,931 New
HighTower Advisors
150
HighTower Advisors
Illinois
$291K +$291K +20,838 New
4 5
6
7 8