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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

114 hedge funds and large institutions have $205M invested in Schwab US Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
114
Holders Change
+14
Holders Change %
+14%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
20
Increased
54
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.02M
2
Bank of America
2
Bank of America
North Carolina
$2.52M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.94M
4
BFG
4
Bouchey Financial Group
New York
$3.91M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.61M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$16.9M
2
TCM
2
Tuttle Capital Management
Connecticut
$1.41M
3
CCM
3
CWH Capital Management
Washington
$4.62M
4
Jane Street
4
Jane Street
New York
$0
5
DS
5
DRW Securities
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
1
Financial Management Professionals
Texas
$25M 620,493 +4,095 +0.7%
PA
2
Planning Alternatives
Michigan
$16.9M 419,943 -161,576 -28%
SIC
3
Salem Investment Counselors
North Carolina
$8.41M 209,103 -2,873 -1%
PFG
4
Piershale Financial Group
Illinois
$6.49M 161,319 -1,292 -0.8%
UCFA
5
United Capital Financial Advisors
Texas
$6.44M 159,936 +16,786 +12%
MAS
6
Madden Advisory Services
Florida
$6.32M 157,137 -36 -0%
ODCM
7
Old Dominion Capital Management
Virginia
$6.26M 155,577 +3,644 +2%
AHS
8
Aspiriant Holdings S3
California
$6.26M 155,445 +26,595 +21%
AWM
9
Avior Wealth Management
Nebraska
$5.27M 130,838 -9,273 -7%
LIM
10
Lathrop Investment Management
Arkansas
$4.79M 119,033 +4,541 +4%
CCM
11
CWH Capital Management
Washington
$4.62M 114,827 -64,930 -36%
PMG
12
ProVise Management Group
Florida
$4.11M 102,047 -20,712 -17%
AI
13
Atria Investments
North Carolina
$4.08M 101,455 -7,556 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.05M 100,695 -5,460 -5%
MAM
15
Marquette Asset Management
Minnesota
$4.04M 100,264 +1,510 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.02M 99,874 +88,681 +792%
LIM
17
Leavell Investment Management
Alabama
$3.92M 97,299 +6,863 +8%
BFG
18
Bouchey Financial Group
New York
$3.91M 97,260 +45,492 +88%
GAM
19
Gemmer Asset Management
California
$3.2M 79,491 +2,725 +4%
BJ
20
Brouwer & Janachowski
California
$3.17M 78,678 +18,674 +31%
SWM
21
SVA Wealth Management
Wisconsin
$3.02M 75,055 +16,390 +28%
TCM
22
Tradewinds Capital Management
Washington
$2.83M 70,398 +4,147 +6%
GA
23
Gateway Advisory
New Jersey
$2.78M 69,097 +2,493 +4%
EHPM
24
Emery Howard Portfolio Management
California
$2.76M 68,567 +23,519 +52%
EVM
25
Eaton Vance Management
Massachusetts
$2.54M 63,060 +13,650 +28%
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