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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

137 hedge funds and large institutions have $234M invested in Schwab US Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
137
Holders Change
+26
Holders Change %
+23.42%
% of All Funds
3.66%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.37%
New
31
Increased
62
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$7.16M
2
IF
2
Ironwood Financial
Arizona
$7.1M
3
FC
3
Financial Consulate
Maryland
$5.51M
4
WA
4
WealthTrust-Arizona
Arizona
$5.77M
5
LCM
5
Leisure Capital Management
California
$5.29M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
PAG
2
Private Advisor Group
New Jersey
$1.28M
3
MAS
3
Madden Advisory Services
Florida
$4.84M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$326K
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Planning Alternatives
Michigan
$19.5M 478,776 +31,699 +7%
LIM
2
Leavell Investment Management
Alabama
$11.3M 277,103 +118,932 +75%
SIC
3
Salem Investment Counselors
North Carolina
$8.66M 212,810 +374 +0.2%
SWM
4
SVA Wealth Management
Wisconsin
$8.23M 202,415 +122,808 +154%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$7.16M 175,942 +175,942 New
IF
6
Ironwood Financial
Arizona
$7.1M 174,565 +174,565 New
ODCM
7
Old Dominion Capital Management
Virginia
$6.88M 169,219 +4,752 +3%
UCFA
8
United Capital Financial Advisors
Texas
$6.27M 154,095 -4,693 -3%
AHS
9
Aspiriant Holdings S3
California
$6.05M 148,745 -17,500 -11%
WA
10
WealthTrust-Arizona
Arizona
$5.77M 141,816 +131,863 +1,325%
FC
11
Financial Consulate
Maryland
$5.51M 135,500 +135,500 New
AWM
12
Avior Wealth Management
Nebraska
$5.5M 135,093 +6,570 +5%
LCM
13
Leisure Capital Management
California
$5.29M 130,049 +130,049 New
LIM
14
Lathrop Investment Management
Arkansas
$5.28M 129,809 +7,313 +6%
EHPM
15
Emery Howard Portfolio Management
California
$5.13M 126,178 +41,999 +50%
MAS
16
Madden Advisory Services
Florida
$4.84M 118,883 -26,026 -18%
PMG
17
ProVise Management Group
Florida
$4.77M 117,315 +6,399 +6%
BFG
18
Bouchey Financial Group
New York
$4.76M 116,902 +12,251 +12%
BJ
19
Brouwer & Janachowski
California
$4.48M 110,219 +18,139 +20%
MAM
20
Marquette Asset Management
Minnesota
$4.4M 108,195 +3,009 +3%
AI
21
Atria Investments
North Carolina
$3.74M 92,012 -5,734 -6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.73M 91,750 -7,303 -7%
Jane Street
23
Jane Street
New York
$3.63M 89,177 +54,669 +158%
GAM
24
Gemmer Asset Management
California
$3.6M 88,575 +5,026 +6%
EVM
25
Eaton Vance Management
Massachusetts
$3.09M 75,895 +810 +1%
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