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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

213 hedge funds and large institutions have $744M invested in Schwab US Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.69%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
20
Increased
111
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$28M
2
AB
2
AT Bancorp
Iowa
$17.3M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$39.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.5M
5
LIM
5
Lathrop Investment Management
Arkansas
$11.6M

Top Sellers

1
SIC
1
Salem Investment Counselors
North Carolina
$0
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$2.18M
4
KF
4
Krilogy Financial
Missouri
$3.43M
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
126
MSI Financial Services
Massachusetts
$542K +$81.5K +5,619 +18%
ACM
127
Armbruster Capital Management
New York
$541K +$8.53K +588 +2%
AIA
128
Allegis Investment Advisors
Idaho
$525K -$913 -63 -0.2%
PFM
129
Phillips Financial Management
Indiana
$523K +$4.75K +336 +0.9%
WIC
130
Whitegate Investment Counselors
New Hampshire
$522K +$302K +20,838 +138%
BPM
131
Bowling Portfolio Management
Ohio
$518K -$6.26K -432 -1%
AIM
132
Avity Investment Management
Connecticut
$511K -$134K -9,300 -21%
RJA
133
Raymond James & Associates
Florida
$471K +$92.3K +6,363 +24%
RFA
134
Reilly Financial Advisors
California
$446K +$6.05K +417 +1%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$423K +$423K +29,145 New
Mariner
136
Mariner
Kansas
$411K +$7.44K +513 +2%
SIC
137
Sigma Investment Counselors
Michigan
$398K +$26.4K +1,818 +7%
APSP
138
Asset Planning Services (Pennsylvania)
Pennsylvania
$394K +$1.09K +75 +0.3%
RC
139
Roundview Capital
New Jersey
$378K +$115K +7,923 +44%
RPA
140
Rock Point Advisors
Vermont
$374K -$566 -39 -0.2%
TCM
141
Tuttle Capital Management
Connecticut
$373K – – –
BC
142
Barnett & Company
Tennessee
$370K +$26.8K +1,845 +8%
CA
143
Cambridge Advisors
Nebraska
$366K +$1.48K +102 +0.4%
PCM
144
Parsons Capital Management
Rhode Island
$361K -$17.8K -1,227 -5%
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$359K +$115K +7,923 +47%
WF
146
WealthTrust Fairport
Ohio
$357K +$19.2K +1,320 +6%
Bank of New York Mellon
147
Bank of New York Mellon
New York
$354K -$5.88K -405 -2%
SWA
148
Sutton Wealth Advisors
Florida
$343K -$218 -15 -0.1%
DG
149
Davidson & Garrard
Virginia
$332K +$33.9K +2,337 +11%
AIS
150
Accurate Investment Solutions
Pennsylvania
$332K +$332K +22,911 New
4 5
6
7 8