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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

195 hedge funds and large institutions have $507M invested in Schwab US Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
195
Holders Change
+25
Holders Change %
+14.71%
% of All Funds
5.12%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.55%
New
36
Increased
86
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$14.1M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33.6M
3
WMG
3
WESCAP Management Group
California
$7.24M
4
KKAMG
4
Kernodle & Katon Asset Management Group
Arkansas
$7.14M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$6.77M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
Jane Street
2
Jane Street
New York
$1.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.2M
4
Mariner
4
Mariner
Kansas
$369K
5
TRCT
5
Tower Research Capital (TRC)
New York
$269K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$46.2M 1,152,237 +60,245 +6%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33.6M 839,037 +250,140 +42%
BJ
3
Brouwer & Janachowski
California
$20.1M 501,958 +121,087 +32%
Wells Fargo
4
Wells Fargo
California
$19.7M 491,372 -19,189 -4%
HP
5
HT Partners
Connecticut
$19.6M 498,318 -10,329 -2%
FMP
6
Financial Management Professionals
Texas
$14.1M 352,400 +352,400 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.9M 346,990 +29,471 +9%
PA
8
Planning Alternatives
Michigan
$13.1M 327,238 -29,514 -8%
WA
9
WealthTrust-Arizona
Arizona
$10.9M 271,170 +4,143 +2%
SHJ
10
Sharkey, Howes & Javer
Colorado
$10.5M 262,531 -54,248 -17%
SIC
11
Salem Investment Counselors
North Carolina
$9.37M 233,711 +5,996 +3%
LIM
12
Leavell Investment Management
Alabama
$9.12M 227,613 +49,094 +28%
EHPM
13
Emery Howard Portfolio Management
California
$8.77M 218,893 +20,565 +10%
Morgan Stanley
14
Morgan Stanley
New York
$8.22M 205,010 -41,715 -17%
JFG
15
JMG Financial Group
Illinois
$8.05M 200,995 +28,477 +17%
AHS
16
Aspiriant Holdings S3
California
$8M 199,662 +2,640 +1%
PMG
17
ProVise Management Group
Florida
$7.54M 188,121 +28,690 +18%
WMG
18
WESCAP Management Group
California
$7.24M 180,802 +180,802 New
KKAMG
19
Kernodle & Katon Asset Management Group
Arkansas
$7.14M 178,194 +178,194 New
MFT
20
Moisand Fitzgerald Tamayo
Florida
$6.77M 168,942 +168,942 New
ODCM
21
Old Dominion Capital Management
Virginia
$6.55M 163,411 -3,677 -2%
LPL Financial
22
LPL Financial
California
$6.42M 161,975 +86,934 +116%
LCM
23
Leisure Capital Management
California
$5.73M 143,095 +3,464 +2%
LIM
24
Lathrop Investment Management
Arkansas
$5.55M 138,527 -253 -0.2%
BFG
25
Bouchey Financial Group
New York
$5.29M 132,012 -2,320 -2%
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