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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

206 hedge funds and large institutions have $628M invested in Schwab US Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 105 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
5.51%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
21
Increased
105
Reduced
58
Closed
15
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$29.1M
2
FMP
2
Financial Management Professionals
Texas
$42.5M
3
KP
3
Keel Point
Alabama
$6.04M
4
Jane Street
4
Jane Street
New York
$4.75M
5
KF
5
Krilogy Financial
Missouri
$5.26M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.32M
2
Wells Fargo
2
Wells Fargo
California
$14.8M
3
LIM
3
Leavell Investment Management
Alabama
$5.75M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
BWM
5
BerganKDV Wealth Management
Minnesota
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$54.9M 1,307,458 +394 +0%
FMP
2
Financial Management Professionals
Texas
$42.5M 1,011,317 +613,092 +154%
PFG
3
Piershale Financial Group
Illinois
$29.1M 693,404 +693,404 New
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$28.3M 672,723 -9,751 -1%
BJ
5
Brouwer & Janachowski
California
$25M 595,765 +32,544 +6%
Morgan Stanley
6
Morgan Stanley
New York
$18.7M 444,804 +40,268 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.7M 398,679 +22,360 +6%
Wells Fargo
8
Wells Fargo
California
$14.8M 352,253 -96,401 -21%
SHJ
9
Sharkey, Howes & Javer
Colorado
$13M 308,903 +93,421 +43%
PMG
10
ProVise Management Group
Florida
$11.7M 277,313 +43,140 +18%
WA
11
WealthTrust-Arizona
Arizona
$11.6M 277,166 -8,043 -3%
PA
12
Planning Alternatives
Michigan
$11.2M 267,757 -5,559 -2%
JFG
13
JMG Financial Group
Illinois
$11.2M 265,854 +26,911 +11%
EHPM
14
Emery Howard Portfolio Management
California
$10.4M 247,907 +5,817 +2%
SIC
15
Salem Investment Counselors
North Carolina
$10.1M 239,801 +3,060 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.51M 202,622 +96,248 +90%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$8.17M 194,463 +1,913 +1%
NFG
18
Nadler Financial Group
Illinois
$8.04M 191,256 +47,757 +33%
BBA
19
BLB&B Advisors
Pennsylvania
$7.44M 177,005 +38,739 +28%
AL
20
Aspiriant LLC
California
$7.38M 173,112 -36,630 -17%
HA
21
Harfst & Associates
Wyoming
$7.3M 173,659 +62,277 +56%
UBS Group
22
UBS Group
Switzerland
$7.23M 171,995 -12,553 -7%
ODCM
23
Old Dominion Capital Management
Virginia
$6.73M 160,289 -2,507 -2%
SJIM
24
St. Johns Investment Management
Florida
$6.66M 158,548 +8,219 +5%
SAM
25
Summit Asset Management
Tennessee
$6.64M 158,139 +44,558 +39%
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