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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.

New
Increased
Maintained
Reduced
Closed
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 %
IWM
151
Integrated Wealth Management
California
$488K +$205K +13,629 +73%
RFA
152
Reilly Financial Advisors
California
$484K +$21.1K +1,401 +5%
BC
153
Barnett & Company
Tennessee
$473K +$89.6K +5,955 +23%
SIC
154
Sigma Investment Counselors
Michigan
$453K +$39.8K +2,643 +10%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$439K – – –
LF
156
Lee Financial
Texas
$439K +$439K +29,142 New
BL
157
BCWM LLC
Kansas
$435K +$146K +9,702 +51%
AIA
158
Armor Investment Advisors
North Carolina
$426K +$426K +28,338 New
SWA
159
Sutton Wealth Advisors
Florida
$408K +$52.4K +3,483 +15%
CA
160
Cambridge Advisors
Nebraska
$407K +$26.6K +1,767 +7%
WF
161
WealthTrust Fairport
Ohio
$407K +$36.9K +2,451 +10%
VC
162
Vicus Capital
Pennsylvania
$389K -$471K -31,314 -55%
KP
163
Keel Point
Alabama
$388K -$6.58M -437,478 -94%
RPA
164
Rock Point Advisors
Vermont
$388K – – –
PCM
165
Parsons Capital Management
Rhode Island
$372K -$2.12K -141 -0.6%
JIC
166
Johnson Investment Counsel
Ohio
$369K +$69.7K +4,632 +23%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$367K +$45 +3 +0%
US Bancorp
168
US Bancorp
Minnesota
$354K +$155K +10,308 +78%
AG
169
Advisor Group
Arizona
$350K +$31.4K +2,082 +10%
DG
170
Davidson & Garrard
Virginia
$349K +$4.69K +312 +1%
OC
171
Oarsman Capital
Wisconsin
$347K +$15K +993 +5%
WCM
172
Wealthcare Capital Management
Virginia
$330K – – –
FAAS
173
First Allied Advisory Services
California
$322K -$346K -23,034 -52%
AI
174
Atria Investments
North Carolina
$322K +$322K +21,366 New
FNBT
175
FineMark National Bank & Trust
Florida
$319K +$21.7K +1,440 +7%
5 6
7
8 9