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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

167 hedge funds and large institutions have $431M invested in Schwab US Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
4.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
20
Increased
87
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12.4M
2
PMG
2
ProVise Management Group
Florida
$11.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.65M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.37M
2
Jane Street
2
Jane Street
New York
$355K
3
LIM
3
Leavell Investment Management
Alabama
$7.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.2M
5
AWM
5
Avior Wealth Management
Nebraska
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
151
North Star Investment Management
Illinois
$17K – – –
SMG
152
Spectrum Management Group
Indiana
$16K +$10.2K +720 +178%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$12K -$25.7K -1,767 -68%
CG
154
Colony Group
Massachusetts
$11K – – –
VCM
155
Vigilant Capital Management
Maine
$10K +$10K +672 New
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$10K +723 New
VIA
157
Vantage Investment Advisors
Pennsylvania
$9K -$9K -624 -50%
FNBT
158
FineMark National Bank & Trust
Florida
$7K +$7K +465 New
GT
159
Glenmede Trust
Pennsylvania
$4K – – –
MWP
160
MYCIO Wealth Partners
Pennsylvania
$4K – – –
BWA
161
Burt Wealth Advisors
Maryland
$3K – – –
HCM
162
Horrell Capital Management
Arkansas
$2K – – –
BAM
163
Barrett Asset Management
New York
$2K – – –
W
164
Wealthfront
California
$1K +$1K +36 New
SSG
165
Summit Securities Group
New York
$1K +$1K +75 New
BCM
166
BTR Capital Management
California
– -$203K -14,100 Closed
AIM
167
Acropolis Investment Management
Missouri
– -$136K -9,465 Closed
Creative Planning
168
Creative Planning
Kansas
– -$122K -8,505 Closed
AllianceBernstein
169
AllianceBernstein
Tennessee
– -$69K -4,821 Closed
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
– -$26K -1,812 Closed
JFGIW
171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$11K -744 Closed
Simplex Trading
172
Simplex Trading
Illinois
– -$9K -639 Closed
RBC
173
Roble Belko & Company
Pennsylvania
– -$8K -567 Closed
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