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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

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
–

Top Buyers

1
FMP
Financial Management Professionals
Texas
$14.1M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$33.6M
3
BJ
Brouwer & Janachowski
California
$20.1M
4
SI
SII Investments
Wisconsin
$4.22M
5
LPL Financial
LPL Financial
California
$6.42M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
Jane Street
Jane Street
New York
$1.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.2M
4
Mariner
Mariner
Kansas
$369K
5
TRCT
Tower Research Capital (TRC)
New York
$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
176
Integrated Wealth Management
California
$25K +$40 +3 +0.2%
SMG
177
Spectrum Management Group
Indiana
$20K +$5.29K +405 +36%
BlackRock
178
BlackRock
New York
$18K +$18K +1,359 New
NSIM
179
North Star Investment Management
Illinois
$16K – – –
ZB
180
Zions Bancorporation
Utah
$13K +$13K +975 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$11K – – –
CG
182
Colony Group
Massachusetts
$10K – – –
APSP
183
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$41 +3 +0.4%
AFP
184
Ausdal Financial Partners
Iowa
$10K +$10K +720 New
HCM
185
Horrell Capital Management
Arkansas
$10K +$8.96K +4,518 +861%
VIA
186
Vantage Investment Advisors
Pennsylvania
$8K -$154 -12 -2%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$4K -$12.7K -951 -76%
MWP
188
MYCIO Wealth Partners
Pennsylvania
$4K – – –
RWM
189
RKL Wealth Management
Pennsylvania
$2.98K -$247 -18,492 -8%
BAM
190
Barrett Asset Management
New York
$2K – – –
BWA
191
Burt Wealth Advisors
Maryland
$2K – – –
ASN
192
Advisory Services Network
Georgia
$1K – – –
NMIS
193
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +105 New
PFG
194
Piershale Financial Group
Illinois
– -$14.4M -1,109,817 Closed
KF
195
Krilogy Financial
Missouri
– -$1.9M -146,142 Closed
Citadel Advisors
196
Citadel Advisors
Florida
– -$661K -50,985 Closed
FAAS
197
First Allied Advisory Services
California
– -$261K -20,073 Closed
CCS
198
Crosspoint Capital Strategies
California
– -$86K -6,666 Closed
RCG
199
Ruggie Capital Group
Florida
– -$85K -6,267 Closed
PFBT
200
Parkside Financial Bank & Trust
Missouri
– -$44K -3,414 Closed
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