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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
Morgan Stanley
New York
$34.2M
2
AB
AT Bancorp
Iowa
$31.7M
3
CCM
CWH Capital Management
Washington
$16.4M
4
SIC
Salem Investment Counselors
North Carolina
$11.1M
5
ECML
Eagle Capital Management (Louisiana)
Louisiana
$7.24M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$0
2
PFG
Piershale Financial Group
Illinois
$6.42M
3
KP
Keel Point
Alabama
$388K
4
LIM
Lathrop Investment Management
Arkansas
$6.15M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
201
Donaldson Capital Management
Indiana
$222K – – –
BWP
202
BSW Wealth Partners
Colorado
$209K +$209K +13,905 New
BAC
203
Boys Arnold & Co
North Carolina
$204K +$204K +13,572 New
JWM
204
Jacobus Wealth Management
Wisconsin
$202K +$202K +13,392 New
SBL
205
Sargent Bickham Lagudis
Colorado
$184K +$96.2K +6,396 +110%
NFG
206
Next Financial Group
Texas
$146K – – –
PSUF
207
People's United Financial
Connecticut
$145K +$29.4K +1,950 +25%
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$132K +$181 +12 +0.1%
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$129K -$5.2K -345 -4%
AIS
210
Accurate Investment Solutions
Pennsylvania
$124K -$221K -14,673 -64%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$108K -$54K -3,600 -33%
RCA
212
Rowland Carmichael Advisors
Arizona
$104K -$33.7K -2,241 -24%
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K +$93K +6,198 New
RCG
214
Ruggie Capital Group
Florida
$90K -$634 -42 -0.7%
CPIG
215
Chicago Partners Investment Group
Illinois
$90K +$180 +12 +0.2%
MWM
216
MinichMacGregor Wealth Management
New York
$74K – – –
EA
217
Edge Advisors
Georgia
$72K +$72K +4,791 New
CDIA
218
Capital Directions Investment Advisors
Georgia
$66K – – –
PG
219
Patten Group
Tennessee
$65K +$1.2K +78 +2%
MA
220
MUFG Americas
New York
$58K -$3.36K -225 -5%
BlackRock
221
BlackRock
New York
$57K -$3.57K -237 -6%
FIB
222
First Interstate Bank
Montana
$54K -$6.84K -450 -11%
TSW
223
Thompson Siegel & Walmsley
Virginia
$41K – – –
BCM
224
Blume Capital Management
California
$38K +$38K +2,553 New
JIC
225
Joel Isaacson & Co
New York
$36K – – –
7 8
9
10 11