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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 %
Mariner
176
Mariner
Kansas
$314K -$113K -7,482 -26%
DWM
177
Destination Wealth Management
California
$311K -$4.6K -306 -1%
BFPW
178
BOK Financial Private Wealth
Colorado
$308K -$322K -21,423 -51%
WP
179
WealthSource Partners
California
$307K +$307K +20,391 New
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$295K -$77.4K -5,136 -21%
AIM
181
Aspen Investment Management
Michigan
$290K +$13.7K +909 +5%
SWP
182
Stratos Wealth Partners
Ohio
$288K +$288K +19,131 New
PPSG
183
Princeton Portfolio Strategies Group
New Jersey
$281K +$7.19K +477 +3%
EK
184
Evensky & Katz
Florida
$279K +$279K +18,582 New
ZIM
185
Zacks Investment Management
Illinois
$278K -$16.4K -1,092 -6%
JWA
186
JFS Wealth Advisors
Pennsylvania
$277K +$38.6K +2,562 +16%
PO
187
Private Ocean
California
$276K – – –
IAS
188
IMA Advisory Services
Colorado
$265K +$265K +17,616 New
SAM
189
Sawgrass Asset Management
Florida
$259K -$7K -465 -3%
CWM
190
Concert Wealth Management
California
$252K +$44.6K +2,934 +21%
ML
191
McAdam LLC
Pennsylvania
$249K +$249K +16,554 New
Stifel Financial
192
Stifel Financial
Missouri
$248K +$248K +16,488 New
CIC
193
Carnegie Investment Counsel
Ohio
$245K +$245K +15,990 New
FANJ
194
Financial Architects (New Jersey)
New Jersey
$242K +$23.1K +1,533 +11%
RW
195
REDW Wealth
New Mexico
$239K +$239K +15,870 New
SIG
196
Stanford Investment Group
California
$238K -$87.7K -5,826 -27%
CAM
197
Cubic Asset Management
Massachusetts
$235K – – –
PIM
198
Penobscot Investment Management
Massachusetts
$226K +$226K +15,048 New
UAS
199
United Asset Strategies
New York
$225K +$225K +14,922 New
FAG
200
Financial Advisory Group
Texas
$224K +$14K +930 +7%
6 7
8
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