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Schwab US Mid-Cap ETF

195 hedge funds and large institutions have $507M invested in Schwab US Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+25
Holders Change %
+14.71%
% of All Funds
5.12%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.55%
New
36
Increased
86
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
151
Cubic Asset Management
Massachusetts
$208K
JWA
152
JFS Wealth Advisors
Pennsylvania
$198K +$5.88K +441 +3%
GWM
153
Gupta Wealth Management
California
$178K -$1.55M -116,088 -90%
KTC
154
Kistler-Tiffany Companies
Pennsylvania
$157K +$120 +9 +0.1%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$144K
S
156
SignatureFD
Georgia
$140K
ACM
157
Armbruster Capital Management
New York
$134K +$134K +9,996 New
CG
158
Cutler Group
California
$128K +$128K +9,645 New
FNBT
159
FineMark National Bank & Trust
Florida
$125K +$118K +8,799 +1,629%
HR
160
Howe & Rusling
New York
$120K
ACM
161
Argentus Capital Management
Texas
$120K +$70.1K +5,259 +140%
CPIG
162
Chicago Partners Investment Group
Illinois
$78K +$1.24K +93 +2%
PAI
163
Pittenger & Anderson Inc
Nebraska
$67K +$1.61K +120 +2%
KCPG
164
Kavar Capital Partners Group
Kansas
$63K -$37.8K -2,859 -37%
CDIA
165
Capital Directions Investment Advisors
Georgia
$58K
FIB
166
First Interstate Bank
Montana
$53K +$5.96K +450 +13%
PG
167
Patten Group
Tennessee
$51.4K +$51.4K +3,849 New
TSW
168
Thompson Siegel & Walmsley
Virginia
$44K +$20K +1,500 +83%
NFG
169
Next Financial Group
Texas
$42K +$19.9K +1,500 +90%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$40K +$40K +3,021 New
JIC
171
Joel Isaacson & Co
New York
$32K +$24K +1,803 +302%
UFA
172
US Financial Advisors
Massachusetts
$31K +$31K +2,349 New
Simplex Trading
173
Simplex Trading
Illinois
$30K +$26.8K +2,055 +825%
WTB
174
Washington Trust Bank
Washington
$28K -$11K -810 -28%
FPFS
175
First Personal Financial Services
North Carolina
$26K