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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

156 hedge funds and large institutions have $383M invested in Schwab US Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.16%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
27
Increased
79
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$40.7M
2
HP
2
HT Partners
Connecticut
$23.4M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$13.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.5M
5
LPL Financial
5
LPL Financial
California
$8.23M

Top Sellers

1
MAS
1
Madden Advisory Services
Florida
$4.2M
2
LIM
2
Leavell Investment Management
Alabama
$11.5M
3
B
3
Baird
Wisconsin
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$925K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$40.7M 942,946 +740,531 +366%
HP
2
HT Partners
Connecticut
$23.4M 545,778 +540,663 +10,570%
PA
3
Planning Alternatives
Michigan
$21.2M 490,308 +11,532 +2%
SHJ
4
Sharkey, Howes & Javer
Colorado
$13.8M 319,532 +319,532 New
LIM
5
Leavell Investment Management
Alabama
$11.5M 265,577 -11,526 -4%
WA
6
WealthTrust-Arizona
Arizona
$11.1M 256,246 +114,430 +81%
Morgan Stanley
7
Morgan Stanley
New York
$10.5M 242,664 +209,272 +627%
SIC
8
Salem Investment Counselors
North Carolina
$9.58M 222,078 +9,268 +4%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$8.67M 200,928 +24,986 +14%
UCFA
10
United Capital Financial Advisors
Texas
$8.66M 203,085 +48,990 +32%
LPL Financial
11
LPL Financial
California
$8.23M 191,421 +169,951 +792%
IF
12
Ironwood Financial
Arizona
$7.76M 179,742 +5,177 +3%
EHPM
13
Emery Howard Portfolio Management
California
$7.46M 172,982 +46,804 +37%
JFG
14
JMG Financial Group
Illinois
$7.39M 171,310 +97,829 +133%
BJ
15
Brouwer & Janachowski
California
$7.39M 171,244 +61,025 +55%
ODCM
16
Old Dominion Capital Management
Virginia
$7.38M 171,091 +1,872 +1%
AHS
17
Aspiriant Holdings S3
California
$6.97M 161,595 +12,850 +9%
FC
18
Financial Consulate
Maryland
$6.14M 142,289 +6,789 +5%
LCM
19
Leisure Capital Management
California
$5.86M 135,892 +5,843 +4%
PMG
20
ProVise Management Group
Florida
$5.73M 132,764 +15,449 +13%
LIM
21
Lathrop Investment Management
Arkansas
$5.62M 130,267 +458 +0.4%
Wells Fargo
22
Wells Fargo
California
$5.6M 129,864 +83,545 +180%
AWM
23
Avior Wealth Management
Nebraska
$5.51M 127,678 -7,415 -5%
BFG
24
Bouchey Financial Group
New York
$5.14M 119,136 +2,234 +2%
UBS Group
25
UBS Group
Switzerland
$4.89M 113,301 +111,793 +7,413%
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