SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

202 hedge funds and large institutions have $524M invested in Schwab US Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
5.39%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
25
Increased
94
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$8.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$53.1M
4
SJIM
4
St. Johns Investment Management
Florida
$6.1M
5
UBS Group
5
UBS Group
Switzerland
$7.49M

Top Sellers

1
HP
1
HT Partners
Connecticut
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$27.7M
3
GA
3
Gateway Advisory
New Jersey
$0
4
MWM
4
MinichMacGregor Wealth Management
New York
$76K
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
176
Patten Group
Tennessee
$54.1K +$1.99K +147 +4%
FIB
177
First Interstate Bank
Montana
$54K – – –
FNBT
178
FineMark National Bank & Trust
Florida
$51K -$74.4K -5,541 -59%
TSW
179
Thompson Siegel & Walmsley
Virginia
$45K – – –
NFG
180
Next Financial Group
Texas
$42K – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$41K – – –
JIC
182
Joel Isaacson & Co
New York
$32K – – –
FPFS
183
First Personal Financial Services
North Carolina
$26K – – –
ZB
184
Zions Bancorporation
Utah
$23K +$9.86K +732 +75%
WTB
185
Washington Trust Bank
Washington
$20K -$7.6K -570 -28%
ASN
186
Advisory Services Network
Georgia
$19K +$18.1K +1,323 +1,917%
NSIM
187
North Star Investment Management
Illinois
$16K – – –
SMG
188
Spectrum Management Group
Indiana
$13K -$8.39K -600 -39%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$11K – – –
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$10K +$6.15K +480 +160%
SSB
191
Sandy Spring Bank
Maryland
$10K +$10K +750 New
VIA
192
Vantage Investment Advisors
Pennsylvania
$8K – – –
BlackRock
193
BlackRock
New York
$7K -$11.8K -852 -63%
HCM
194
Horrell Capital Management
Arkansas
$6K -$58.2K -4,572 -91%
Simplex Trading
195
Simplex Trading
Illinois
$6K -$22.3K -1,815 -79%
MWP
196
MYCIO Wealth Partners
Pennsylvania
$4K – – –
OCM
197
One Capital Management
California
$2.67K +$106 +7,803 +4%
BAM
198
Barrett Asset Management
New York
$2K – – –
BWA
199
Burt Wealth Advisors
Maryland
$1K – – –
RBC
200
Roble Belko & Company
Pennsylvania
$1K +$1K +66 New
5 6 7
8
9