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Schwab US Mid-Cap ETF
SCHM

62 hedge funds and large institutions have $63M invested in Schwab US Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 62 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

36.57% more ownership

Funds ownership: 0% → 36.57% (+37%)

Holders
62
Holders Change
+62
Holders Change %
–
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
62
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1
Planning Alternatives
Michigan
$18M +$18M +1,691,214 New
SIC
2
Salem Investment Counselors
North Carolina
$5.48M +$5.48M +514,065 New
DS
3
DRW Securities
Illinois
$4.73M +$4.73M +443,646 New
MWAM
4
Mariner Wealth Advisors (Madison)
Kansas
$3.36M +$3.36M +315,045 New
LIM
5
Lathrop Investment Management
Arkansas
$3.18M +$3.18M +298,353 New
UCFA
6
United Capital Financial Advisors
Texas
$2.91M +$2.91M +273,024 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.95M +$1.95M +182,718 New
GA
8
Gateway Advisory
New Jersey
$1.85M +$1.85M +173,829 New
FAAS
9
First Allied Advisory Services
California
$1.58M +$1.58M +148,323 New
BSB
10
Bangor Savings Bank
Maine
$1.49M +$1.49M +139,671 New
MAM
11
Marquette Asset Management
Minnesota
$1.31M +$1.31M +123,075 New
HSA
12
HBK Sorce Advisory
Pennsylvania
$1.3M +$1.3M +122,316 New
MAS
13
Madden Advisory Services
Florida
$979K +$980K +91,914 New
BBA
14
BLB&B Advisors
Pennsylvania
$974K +$975K +91,455 New
EHPM
15
Emery Howard Portfolio Management
California
$875K +$875K +82,101 New
BCI
16
Brinker Capital Investments
Pennsylvania
$775K +$776K +72,777 New
IFS
17
Ifrah Financial Services
Arkansas
$754K +$755K +70,800 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$742K +$743K +69,666 New
LYV
19
Live Your Vision
Pennsylvania
$712K +$688K +64,563 New
PMG
20
ProVise Management Group
Florida
$693K +$693K +65,013 New
CCM
21
Condor Capital Management
New Jersey
$670K +$671K +62,940 New
WA
22
WESPAC Advisors
California
$588K +$589K +55,215 New
SA
23
Strategic Advisors
New York
$552K +$545K +51,150 New
EVM
24
Eaton Vance Management
Massachusetts
$530K +$530K +49,725 New
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$512K +$512K +48,060 New
1
2 3

SCHM Hedge Fund Activity: Q2 2013 in Review

62 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2013, worth a combined $63M.

Buyers outnumbered sellers: 62 funds opened new SCHM positions and 0 closed out — a net gain of 62 holders — while 0 added to existing stakes and 0 trimmed.

  • 62 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $63M of Schwab US Mid-Cap ETF stock for Q2 2013.
  • 62 funds opened new Schwab US Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +62 holders.

Based on aggregated 13F filings for Q2 2013.