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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

111 hedge funds and large institutions have $227M invested in Schwab US Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
7
Increased
60
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ODCM
1
Old Dominion Capital Management
Virginia
$63.6M
2
LIM
2
Leavell Investment Management
Alabama
$6.12M
3
PAG
3
Private Advisor Group
New Jersey
$2.26M
4
Jane Street
4
Jane Street
New York
$1.34M
5
PA
5
Planning Alternatives
Michigan
$17.3M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$386K
4
Bank of America
4
Bank of America
North Carolina
$175K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51K
Name Market Value Shares Shares
Change 		Shares
Change %
ODCM
1
Old Dominion Capital Management
Virginia
$63.6M 164,467 +8,890 +6%
PA
2
Planning Alternatives
Michigan
$17.3M 447,077 +27,134 +6%
SIC
3
Salem Investment Counselors
North Carolina
$8.22M 212,436 +3,333 +2%
AHS
4
Aspiriant Holdings S3
California
$6.43M 166,245 +10,800 +7%
UCFA
5
United Capital Financial Advisors
Texas
$6.15M 158,788 -1,148 -0.7%
LIM
6
Leavell Investment Management
Alabama
$6.12M 158,171 +60,872 +63%
MAS
7
Madden Advisory Services
Florida
$5.61M 144,909 -12,228 -8%
AWM
8
Avior Wealth Management
Nebraska
$4.97M 128,523 -2,315 -2%
LIM
9
Lathrop Investment Management
Arkansas
$4.74M 122,496 +3,463 +3%
PMG
10
ProVise Management Group
Florida
$4.29M 110,916 +8,869 +9%
MAM
11
Marquette Asset Management
Minnesota
$4.07M 105,186 +4,922 +5%
BFG
12
Bouchey Financial Group
New York
$4.05M 104,651 +7,391 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.83M 99,053 -1,642 -2%
AI
14
Atria Investments
North Carolina
$3.78M 97,746 -3,709 -4%
BJ
15
Brouwer & Janachowski
California
$3.56M 92,080 +13,402 +17%
EHPM
16
Emery Howard Portfolio Management
California
$3.26M 84,179 +15,612 +23%
GAM
17
Gemmer Asset Management
California
$3.23M 83,549 +4,058 +5%
SWM
18
SVA Wealth Management
Wisconsin
$3.08M 79,607 +4,552 +6%
CCM
19
CWH Capital Management
Washington
$3M 77,402 -37,425 -33%
EVM
20
Eaton Vance Management
Massachusetts
$2.91M 75,085 +12,025 +19%
TCM
21
Tradewinds Capital Management
Washington
$2.79M 71,975 +1,577 +2%
GA
22
Gateway Advisory
New Jersey
$2.73M 70,642 +1,545 +2%
JFG
23
JMG Financial Group
Illinois
$2.66M 68,681 +21,467 +45%
CCM
24
Condor Capital Management
New Jersey
$2.27M 58,733 +541 +0.9%
PAG
25
Private Advisor Group
New Jersey
$2.26M 58,421 +58,421 New
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