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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

202 hedge funds and large institutions have $524M invested in Schwab US Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 60 reducing their positions, and 17 closing their positions.

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
5.39%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
25
Increased
94
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$8.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.4M
3
SWM
3
SVA Wealth Management
Wisconsin
$53.1M
4
SJIM
4
St. Johns Investment Management
Florida
$6.1M
5
UBS Group
5
UBS Group
Switzerland
$7.49M

Top Sellers

1
HP
1
HT Partners
Connecticut
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$27.7M
3
GA
3
Gateway Advisory
New Jersey
$0
4
MWM
4
MinichMacGregor Wealth Management
New York
$76K
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$53.1M 1,307,064 +154,827 +13%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$27.7M 682,474 -156,563 -19%
BJ
3
Brouwer & Janachowski
California
$22.9M 563,221 +61,263 +12%
Wells Fargo
4
Wells Fargo
California
$18.2M 448,654 -42,718 -9%
Morgan Stanley
5
Morgan Stanley
New York
$16.4M 404,536 +199,526 +97%
FMP
6
Financial Management Professionals
Texas
$16.2M 398,225 +45,825 +13%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.3M 376,319 +29,329 +8%
WA
8
WealthTrust-Arizona
Arizona
$11.6M 285,209 +14,039 +5%
PA
9
Planning Alternatives
Michigan
$11.1M 273,316 -53,922 -16%
EHPM
10
Emery Howard Portfolio Management
California
$9.83M 242,090 +23,197 +11%
JFG
11
JMG Financial Group
Illinois
$9.7M 238,943 +37,948 +19%
SIC
12
Salem Investment Counselors
North Carolina
$9.61M 236,741 +3,030 +1%
PMG
13
ProVise Management Group
Florida
$9.51M 234,173 +46,052 +24%
LIM
14
Leavell Investment Management
Alabama
$8.82M 217,199 -10,414 -5%
SHJ
15
Sharkey, Howes & Javer
Colorado
$8.75M 215,482 -47,049 -18%
AL
16
Aspiriant LLC
California
$8.51M 209,742 +209,742 New
LPL Financial
17
LPL Financial
California
$8.46M 211,442 +49,467 +31%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$7.82M 192,550 +23,608 +14%
UBS Group
19
UBS Group
Switzerland
$7.49M 184,548 +112,279 +155%
WMG
20
WESCAP Management Group
California
$7.01M 172,746 -8,056 -4%
ODCM
21
Old Dominion Capital Management
Virginia
$6.61M 162,796 -615 -0.4%
KKAMG
22
Kernodle & Katon Asset Management Group
Arkansas
$6.15M 151,575 -26,619 -15%
SJIM
23
St. Johns Investment Management
Florida
$6.1M 150,329 +124,690 +486%
NFG
24
Nadler Financial Group
Illinois
$5.83M 143,499 +12,669 +10%
UCFA
25
United Capital Financial Advisors
Texas
$5.77M 142,071 +10,889 +8%
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