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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

247 hedge funds and large institutions have $803M invested in Schwab US Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
247
Holders Change
+34
Holders Change %
+15.96%
% of All Funds
6.18%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.73%
New
49
Increased
117
Reduced
57
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
AB
2
AT Bancorp
Iowa
$31.7M
3
CCM
3
CWH Capital Management
Washington
$16.4M
4
SIC
4
Salem Investment Counselors
North Carolina
$11.1M
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$7.24M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$6.42M
3
KP
3
Keel Point
Alabama
$388K
4
LIM
4
Lathrop Investment Management
Arkansas
$6.15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Mengis Capital Management
Oregon
$792K +$222K +14,790 +39%
OA
127
Opes Advisors
California
$761K +$761K +50,586 New
PLFAM
128
Pineno Levin & Ford Asset Management
Virginia
$749K – – –
TH
129
Timber Hill
Connecticut
$741K -$875K -58,182 -54%
MWM
130
Meridian Wealth Management
Kentucky
$737K +$737K +48,891 New
GHA
131
GW Henssler & Associates
Georgia
$734K +$82.5K +5,481 +13%
TYCC
132
Texas Yale Capital Corp
Florida
$695K +$695K +46,158 New
LPIC
133
LeJeune Puetz Investment Counsel
Michigan
$695K +$695K +46,185 New
SFA
134
Sequoia Financial Advisors
Ohio
$682K +$31.2K +2,070 +5%
YMRC
135
Yorktown Management & Research Company
Virginia
$677K +$677K +45,000 New
RC
136
Roundview Capital
New Jersey
$672K +$280K +18,615 +71%
IFS
137
Ifrah Financial Services
Arkansas
$663K +$50.7K +3,369 +8%
APSP
138
Asset Planning Services (Pennsylvania)
Pennsylvania
$659K +$250K +16,641 +61%
RJA
139
Raymond James & Associates
Florida
$647K +$159K +10,563 +33%
SGAM
140
Steinberg Global Asset Management
Florida
$646K +$7.13K +474 +1%
MFS
141
MSI Financial Services
Massachusetts
$645K +$82.4K +5,475 +15%
PFM
142
Phillips Financial Management
Indiana
$612K +$44.8K +2,919 +8%
PWM
143
Perigon Wealth Management
California
$611K +$11.1K +696 +2%
FAM
144
Foothills Asset Management
Arizona
$607K +$607K +40,332 New
FMWA
145
Forvis Mazars Wealth Advisors
Missouri
$562K +$562K +37,326 New
BPM
146
Bowling Portfolio Management
Ohio
$557K +$19K +1,260 +4%
AIM
147
Avity Investment Management
Connecticut
$533K – – –
CCMW
148
Cypress Capital Management (Wyoming)
Wyoming
$526K +$526K +34,680 New
CWM
149
Confluence Wealth Management
Oregon
$493K -$108K -7,155 -18%
SSWM
150
Sheets Smith Wealth Management
North Carolina
$490K +$205K +13,611 +72%
4 5
6
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