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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

87 hedge funds and large institutions have $134M invested in Schwab US Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+22
Holders Change %
+33.85%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
27
Increased
38
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$5.14M
2
CCM
2
CWH Capital Management
Washington
$4.62M
3
Mariner
3
Mariner
Kansas
$4.38M
4
ECML
4
Eagle Capital Management (Louisiana)
Louisiana
$3.92M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.02M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$485K
2
WA
2
WESPAC Advisors
California
$0
3
PFG
3
Piershale Financial Group
Illinois
$3.73M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$224K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$21.2M 565,460 -316 -0.1%
SIC
2
Salem Investment Counselors
North Carolina
$7.25M 193,609 +15,050 +8%
ODCM
3
Old Dominion Capital Management
Virginia
$5.66M 151,702 +5,211 +4%
MAS
4
Madden Advisory Services
Florida
$5.2M 138,976 +53,569 +63%
AWM
5
Avior Wealth Management
Nebraska
$5.14M 137,331 +137,331 New
UCFA
6
United Capital Financial Advisors
Texas
$5.13M 137,120 +29,231 +27%
CCM
7
CWH Capital Management
Washington
$4.62M 123,387 +123,387 New
Mariner
8
Mariner
Kansas
$4.38M 116,831 +116,831 New
LIM
9
Lathrop Investment Management
Arkansas
$4.11M 109,842 +8,437 +8%
AI
10
Atria Investments
North Carolina
$4.01M 107,139 -3,329 -3%
ECML
11
Eagle Capital Management (Louisiana)
Louisiana
$3.92M 104,807 +104,807 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.79M 101,290 +20,264 +25%
PFG
13
Piershale Financial Group
Illinois
$3.73M 99,617 -23,417 -19%
MAM
14
Marquette Asset Management
Minnesota
$3.25M 86,837 +2,691 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.02M 80,533 +80,533 New
LIM
16
Leavell Investment Management
Alabama
$2.42M 64,638 +44,667 +224%
TCM
17
Tradewinds Capital Management
Washington
$2.34M 62,458 +62,458 New
PMG
18
ProVise Management Group
Florida
$2.21M 59,116 +11,693 +25%
GA
19
Gateway Advisory
New Jersey
$2.16M 57,702 -82 -0.1%
BSB
20
Bangor Savings Bank
Maine
$1.96M 52,226 +3,218 +7%
Citigroup
21
Citigroup
New York
$1.87M 50,000 +50,000 New
BFG
22
Bouchey Financial Group
New York
$1.84M 48,467 +48,467 New
SWM
23
SVA Wealth Management
Wisconsin
$1.75M 46,755 +46,755 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.63M 43,471 -3,481 -7%
EVM
25
Eaton Vance Management
Massachusetts
$1.62M 43,185 +4,100 +10%
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