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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

100 hedge funds and large institutions have $189M invested in Schwab US Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+13
Holders Change %
+14.94%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
18
Increased
58
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$23.8M
2
AHS
2
Aspiriant Holdings S3
California
$4.98M
3
TCM
3
Tuttle Capital Management
Connecticut
$4.07M
4
GAM
4
Gemmer Asset Management
California
$2.96M
5
PMG
5
ProVise Management Group
Florida
$4.74M

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$787K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$51K
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
1
Financial Management Professionals
Texas
$23.8M 616,398 +616,398 New
PA
2
Planning Alternatives
Michigan
$22.5M 581,519 +16,059 +3%
SIC
3
Salem Investment Counselors
North Carolina
$8.18M 211,976 +18,367 +9%
CCM
4
CWH Capital Management
Washington
$6.94M 179,757 +56,370 +46%
PFG
5
Piershale Financial Group
Illinois
$6.28M 162,611 +62,994 +63%
MAS
6
Madden Advisory Services
Florida
$6.07M 157,173 +18,197 +13%
ODCM
7
Old Dominion Capital Management
Virginia
$5.87M 151,933 +231 +0.2%
UCFA
8
United Capital Financial Advisors
Texas
$5.53M 143,150 +6,030 +4%
AWM
9
Avior Wealth Management
Nebraska
$5.41M 140,111 +2,780 +2%
AHS
10
Aspiriant Holdings S3
California
$4.98M 128,850 +106,900 +487%
PMG
11
ProVise Management Group
Florida
$4.74M 122,759 +63,643 +108%
LIM
12
Lathrop Investment Management
Arkansas
$4.42M 114,492 +4,650 +4%
AI
13
Atria Investments
North Carolina
$4.21M 109,011 +1,872 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.1M 106,155 +4,865 +5%
TCM
15
Tuttle Capital Management
Connecticut
$4.07M 105,435 +105,435 New
MAM
16
Marquette Asset Management
Minnesota
$3.81M 98,754 +11,917 +14%
LIM
17
Leavell Investment Management
Alabama
$3.49M 90,436 +25,798 +40%
GAM
18
Gemmer Asset Management
California
$2.96M 76,766 +76,766 New
GA
19
Gateway Advisory
New Jersey
$2.57M 66,604 +8,902 +15%
TCM
20
Tradewinds Capital Management
Washington
$2.56M 66,251 +3,793 +6%
BJ
21
Brouwer & Janachowski
California
$2.32M 60,004 +41,465 +224%
SWM
22
SVA Wealth Management
Wisconsin
$2.27M 58,665 +11,910 +25%
Jane Street
23
Jane Street
New York
$2.14M 55,521 +55,521 New
BSB
24
Bangor Savings Bank
Maine
$2.14M 55,474 +3,248 +6%
RWM
25
RKL Wealth Management
Pennsylvania
$2.11M 54,532 +54,532 New
1
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