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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

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.

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

1
PA
1
Planning Alternatives
Michigan
$18M
2
SIC
2
Salem Investment Counselors
North Carolina
$5.48M
3
DS
3
DRW Securities
Illinois
$4.73M
4
MWAM
4
Mariner Wealth Advisors (Madison)
Kansas
$3.36M
5
LIM
5
Lathrop Investment Management
Arkansas
$3.18M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$18M 563,738 +563,738 New
SIC
2
Salem Investment Counselors
North Carolina
$5.48M 171,355 +171,355 New
DS
3
DRW Securities
Illinois
$4.73M 147,882 +147,882 New
MWAM
4
Mariner Wealth Advisors (Madison)
Kansas
$3.36M 105,015 +105,015 New
LIM
5
Lathrop Investment Management
Arkansas
$3.18M 99,451 +99,451 New
UCFA
6
United Capital Financial Advisors
Texas
$2.91M 91,008 +91,008 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.95M 60,906 +60,906 New
GA
8
Gateway Advisory
New Jersey
$1.85M 57,943 +57,943 New
FAAS
9
First Allied Advisory Services
California
$1.58M 49,441 +49,441 New
BSB
10
Bangor Savings Bank
Maine
$1.49M 46,557 +46,557 New
MAM
11
Marquette Asset Management
Minnesota
$1.31M 41,025 +41,025 New
HSA
12
HBK Sorce Advisory
Pennsylvania
$1.3M 40,772 +40,772 New
MAS
13
Madden Advisory Services
Florida
$979K 30,638 +30,638 New
BBA
14
BLB&B Advisors
Pennsylvania
$974K 30,485 +30,485 New
EHPM
15
Emery Howard Portfolio Management
California
$875K 27,367 +27,367 New
BCI
16
Brinker Capital Investments
Pennsylvania
$775K 24,259 +24,259 New
IFS
17
Ifrah Financial Services
Arkansas
$754K 23,600 +23,600 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$742K 23,222 +23,222 New
LYV
19
Live Your Vision
Pennsylvania
$712K 21,521 +21,521 New
PMG
20
ProVise Management Group
Florida
$693K 21,671 +21,671 New
CCM
21
Condor Capital Management
New Jersey
$670K 20,980 +20,980 New
WA
22
WESPAC Advisors
California
$588K 18,405 +18,405 New
SA
23
Strategic Advisors
New York
$552K 17,050 +17,050 New
EVM
24
Eaton Vance Management
Massachusetts
$530K 16,575 +16,575 New
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$512K 16,020 +16,020 New
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