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Schwab US Mid-Cap ETF

213 hedge funds and large institutions have $744M invested in Schwab US Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
5.69%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
20
Increased
111
Reduced
54
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$57M 1,308,946 +1,488 +0.1%
FMP
2
Financial Management Professionals
Texas
$44.7M 1,026,113 +14,796 +1%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$39.6M 909,828 +237,105 +35%
PFG
4
Piershale Financial Group
Illinois
$34.4M 791,061 +97,657 +14%
HSA
5
HBK Sorce Advisory
Pennsylvania
$28M 643,639 +634,800 +7,182%
BJ
6
Brouwer & Janachowski
California
$27.8M 638,854 +43,089 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$18.5M 425,595 +26,916 +7%
Morgan Stanley
8
Morgan Stanley
New York
$17.8M 408,139 -36,665 -8%
AB
9
AT Bancorp
Iowa
$17.3M 396,360 +396,360 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$16.5M 379,246 +176,624 +87%
PMG
11
ProVise Management Group
Florida
$14.6M 335,757 +58,444 +21%
Wells Fargo
12
Wells Fargo
California
$14.6M 334,478 -17,775 -5%
SHJ
13
Sharkey, Howes & Javer
Colorado
$13.8M 316,781 +7,878 +3%
MI
14
Moneywise Inc
Virginia
$13.5M 311,203 +311,203 New
NFG
15
Nadler Financial Group
Illinois
$13.1M 300,223 +108,967 +57%
JFG
16
JMG Financial Group
Illinois
$12.1M 277,539 +11,685 +4%
WA
17
WealthTrust-Arizona
Arizona
$12.1M 276,890 -276 -0.1%
LIM
18
Lathrop Investment Management
Arkansas
$11.6M 270,662 +134,045 +98%
PA
19
Planning Alternatives
Michigan
$11.5M 263,548 -4,209 -2%
EHPM
20
Emery Howard Portfolio Management
California
$11.1M 254,593 +6,686 +3%
LPL Financial
21
LPL Financial
California
$9.67M 224,703 +121,461 +118%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$9.08M 208,621 +14,158 +7%
HA
23
Harfst & Associates
Wyoming
$8.67M 199,265 +25,606 +15%
BBA
24
BLB&B Advisors
Pennsylvania
$8.6M 197,510 +20,505 +12%
AL
25
Aspiriant LLC
California
$7.73M 177,670 +4,558 +3%