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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 %
OC
151
Oarsman Capital
Wisconsin
$320K +$8.71K +600 +3%
WCM
152
Wealthcare Capital Management
Virginia
$318K – – –
SIG
153
Stanford Investment Group
California
$314K – – –
AG
154
Advisor Group
Arizona
$306K +$23.6K +1,629 +8%
DWM
155
Destination Wealth Management
California
$305K +$1K +69 +0.3%
JIC
156
Johnson Investment Counsel
Ohio
$288K +$21.4K +1,476 +8%
FNBT
157
FineMark National Bank & Trust
Florida
$286K +$108K +7,440 +60%
ZIM
158
Zacks Investment Management
Illinois
$284K +$39.2K +2,697 +16%
BL
159
BCWM LLC
Kansas
$279K +$279K +19,176 New
SSWM
160
Sheets Smith Wealth Management
North Carolina
$275K +$261 +18 +0.1%
IWM
161
Integrated Wealth Management
California
$272K +$24.1K +1,665 +10%
BRWA
162
B. Riley Wealth Advisors
Florida
$269K -$202K -13,881 -43%
AIM
163
Aspen Investment Management
Michigan
$266K – – –
PO
164
Private Ocean
California
$266K – – –
PPSG
165
Princeton Portfolio Strategies Group
New Jersey
$264K +$264K +18,177 New
AA
166
Advisory Alpha
Michigan
$258K +$241K +16,575 +1,378%
SAM
167
Sawgrass Asset Management
Florida
$256K – – –
JWA
168
JFS Wealth Advisors
Pennsylvania
$230K +$10.5K +720 +5%
CAM
169
Cubic Asset Management
Massachusetts
$226K – – –
DCM
170
Donaldson Capital Management
Indiana
$214K +$214K +14,763 New
FANJ
171
Financial Architects (New Jersey)
New Jersey
$211K -$20.4K -1,404 -9%
FAG
172
Financial Advisory Group
Texas
$203K +$203K +13,977 New
CWM
173
Concert Wealth Management
California
$198K -$26K -1,794 -12%
US Bancorp
174
US Bancorp
Minnesota
$192K +$167K +11,499 +663%
EVC
175
Eidelman Virant Capital
Missouri
$181K +$181K +17,667 New
5 6
7
8 9