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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

167 hedge funds and large institutions have $431M invested in Schwab US Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
4.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
20
Increased
87
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$12.4M
2
PMG
2
ProVise Management Group
Florida
$11.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.65M
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
HA
5
Harfst & Associates
Wyoming
$4.81M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.37M
2
Jane Street
2
Jane Street
New York
$355K
3
LIM
3
Leavell Investment Management
Alabama
$7.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.2M
5
AWM
5
Avior Wealth Management
Nebraska
$3.66M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$42.9M 1,005,949 +63,003 +7%
HP
2
HT Partners
Connecticut
$23.6M 552,695 +6,917 +1%
PA
3
Planning Alternatives
Michigan
$20M 468,621 -21,687 -4%
SHJ
4
Sharkey, Howes & Javer
Colorado
$16.3M 382,733 +63,201 +20%
PFG
5
Piershale Financial Group
Illinois
$12.4M 290,083 +290,083 New
PMG
6
ProVise Management Group
Florida
$11.3M 265,369 +132,605 +100%
WA
7
WealthTrust-Arizona
Arizona
$11.2M 261,962 +5,716 +2%
Wells Fargo
8
Wells Fargo
California
$10.4M 242,996 +113,132 +87%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$10.1M 237,338 +36,410 +18%
SIC
10
Salem Investment Counselors
North Carolina
$9.57M 224,505 +2,427 +1%
BJ
11
Brouwer & Janachowski
California
$8.92M 209,133 +37,889 +22%
JFG
12
JMG Financial Group
Illinois
$8.35M 195,697 +24,387 +14%
Morgan Stanley
13
Morgan Stanley
New York
$8.2M 192,380 -50,284 -21%
EHPM
14
Emery Howard Portfolio Management
California
$7.91M 185,501 +12,519 +7%
AHS
15
Aspiriant Holdings S3
California
$7.84M 183,897 +22,302 +14%
IF
16
Ironwood Financial
Arizona
$7.64M 179,179 -563 -0.3%
LIM
17
Leavell Investment Management
Alabama
$7.59M 178,003 -87,574 -33%
ODCM
18
Old Dominion Capital Management
Virginia
$7.16M 167,880 -3,211 -2%
UCFA
19
United Capital Financial Advisors
Texas
$7.1M 166,559 -36,526 -18%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.65M 155,941 +123,025 +374%
FC
21
Financial Consulate
Maryland
$5.91M 138,529 -3,760 -3%
LCM
22
Leisure Capital Management
California
$5.85M 137,138 +1,246 +0.9%
LIM
23
Lathrop Investment Management
Arkansas
$5.78M 135,545 +5,278 +4%
BFG
24
Bouchey Financial Group
New York
$5.33M 124,970 +5,834 +5%
UBS Group
25
UBS Group
Switzerland
$5.01M 117,550 +4,249 +4%
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