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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

170 hedge funds and large institutions have $446M invested in Schwab US Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
4.75%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.45%
New
19
Increased
85
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$22.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.4M
3
Wells Fargo
3
Wells Fargo
California
$19.9M
4
Jane Street
4
Jane Street
New York
$8.15M
5
BJ
5
Brouwer & Janachowski
California
$14.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.58M
2
PA
2
Planning Alternatives
Michigan
$13.9M
3
PMG
3
ProVise Management Group
Florida
$6.21M
4
PTCG
4
Pring Turner Capital Group
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$42.5M 1,091,992 +86,043 +9%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$22.9M 588,897 +351,559 +148%
Wells Fargo
3
Wells Fargo
California
$19.9M 510,561 +267,565 +110%
HP
4
HT Partners
Connecticut
$19.7M 508,647 -44,048 -8%
BJ
5
Brouwer & Janachowski
California
$14.8M 380,871 +171,738 +82%
PFG
6
Piershale Financial Group
Illinois
$14.4M 369,939 +79,856 +28%
PA
7
Planning Alternatives
Michigan
$13.9M 356,752 -111,869 -24%
SHJ
8
Sharkey, Howes & Javer
Colorado
$12.9M 316,779 -65,954 -17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.4M 317,519 +317,519 New
WA
10
WealthTrust-Arizona
Arizona
$10.4M 267,027 +5,065 +2%
Morgan Stanley
11
Morgan Stanley
New York
$9.6M 246,725 +54,345 +28%
SIC
12
Salem Investment Counselors
North Carolina
$8.78M 227,715 +3,210 +1%
Jane Street
13
Jane Street
New York
$8.15M 209,410 +201,085 +2,415%
EHPM
14
Emery Howard Portfolio Management
California
$7.72M 198,328 +12,827 +7%
AHS
15
Aspiriant Holdings S3
California
$7.67M 197,022 +13,125 +7%
IF
16
Ironwood Financial
Arizona
$6.96M 178,851 -328 -0.2%
LIM
17
Leavell Investment Management
Alabama
$6.95M 178,519 +516 +0.3%
JFG
18
JMG Financial Group
Illinois
$6.71M 172,518 -23,179 -12%
ODCM
19
Old Dominion Capital Management
Virginia
$6.5M 167,088 -792 -0.5%
PMG
20
ProVise Management Group
Florida
$6.21M 159,431 -105,938 -40%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.77M 148,129 +39,004 +36%
LCM
22
Leisure Capital Management
California
$5.43M 139,631 +2,493 +2%
LIM
23
Lathrop Investment Management
Arkansas
$5.4M 138,780 +3,235 +2%
BFG
24
Bouchey Financial Group
New York
$5.23M 134,332 +9,362 +7%
UCFA
25
United Capital Financial Advisors
Texas
$5.17M 132,735 -33,824 -20%
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