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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

65 hedge funds and large institutions have $96.3M invested in Schwab US Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.13%
New
11
Increased
43
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.58M
2
ODCM
2
Old Dominion Capital Management
Virginia
$5.07M
3
PFG
3
Piershale Financial Group
Illinois
$4.26M
4
AI
4
Atria Investments
North Carolina
$3.82M
5
MAS
5
Madden Advisory Services
Florida
$2.96M

Top Sellers

1
DS
1
DRW Securities
Illinois
$0
2
FAAS
2
First Allied Advisory Services
California
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$694K
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$19.6M 565,776 +2,038 +0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.58M 189,919 +180,909 +2,008%
SIC
3
Salem Investment Counselors
North Carolina
$6.18M 178,559 +7,204 +4%
ODCM
4
Old Dominion Capital Management
Virginia
$5.07M 146,491 +146,491 New
PFG
5
Piershale Financial Group
Illinois
$4.26M 123,034 +123,034 New
MWAM
6
Mariner Wealth Advisors (Madison)
Kansas
$3.91M 112,850 +7,835 +7%
AI
7
Atria Investments
North Carolina
$3.82M 110,468 +110,468 New
UCFA
8
United Capital Financial Advisors
Texas
$3.74M 107,889 +16,881 +19%
LIM
9
Lathrop Investment Management
Arkansas
$3.51M 101,405 +1,954 +2%
MAS
10
Madden Advisory Services
Florida
$2.96M 85,407 +54,769 +179%
MAM
11
Marquette Asset Management
Minnesota
$2.91M 84,146 +43,121 +105%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.81M 81,026 +20,120 +33%
WA
13
WESPAC Advisors
California
$2.38M 68,801 +50,396 +274%
GA
14
Gateway Advisory
New Jersey
$2M 57,784 -159 -0.3%
BSB
15
Bangor Savings Bank
Maine
$1.7M 49,008 +2,451 +5%
PMG
16
ProVise Management Group
Florida
$1.64M 47,423 +25,752 +119%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.63M 46,952 +46,407 +8,515%
EVM
18
Eaton Vance Management
Massachusetts
$1.35M 39,085 +22,510 +136%
EHPM
19
Emery Howard Portfolio Management
California
$1.24M 35,884 +8,517 +31%
BBA
20
BLB&B Advisors
Pennsylvania
$1.07M 30,915 +430 +1%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.01M 29,035 +4,776 +20%
SA
22
Strategic Advisors
New York
$895K 25,865 +8,815 +52%
CCM
23
Condor Capital Management
New Jersey
$833K 24,051 +3,071 +15%
IFS
24
Ifrah Financial Services
Arkansas
$796K 22,987 -613 -3%
CMP
25
Courage Miller Partners
Virginia
$793K 22,900 +8,201 +56%
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