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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

247 hedge funds and large institutions have $803M invested in Schwab US Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
247
Holders Change
+34
Holders Change %
+15.96%
% of All Funds
6.18%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.73%
New
49
Increased
117
Reduced
57
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
AB
2
AT Bancorp
Iowa
$31.7M
3
CCM
3
CWH Capital Management
Washington
$16.4M
4
SIC
4
Salem Investment Counselors
North Carolina
$11.1M
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$7.24M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$6.42M
3
KP
3
Keel Point
Alabama
$388K
4
LIM
4
Lathrop Investment Management
Arkansas
$6.15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
1
SVA Wealth Management
Wisconsin
$60.1M 1,331,264 +22,318 +2%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$42M 931,005 +21,177 +2%
Morgan Stanley
3
Morgan Stanley
New York
$34.2M 756,436 +348,297 +85%
AB
4
AT Bancorp
Iowa
$31.7M 701,291 +304,931 +77%
BJ
5
Brouwer & Janachowski
California
$30.1M 667,577 +28,723 +4%
HSA
6
HBK Sorce Advisory
Pennsylvania
$29.9M 663,223 +19,584 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.9M 485,119 +59,524 +14%
SHJ
8
Sharkey, Howes & Javer
Colorado
$17.2M 380,469 +63,688 +20%
CCM
9
CWH Capital Management
Washington
$16.4M 363,352 +303,503 +507%
NFG
10
Nadler Financial Group
Illinois
$16.2M 359,341 +59,118 +20%
PMG
11
ProVise Management Group
Florida
$13.6M 300,455 -35,302 -11%
MI
12
Moneywise Inc
Virginia
$13.5M 299,382 -11,821 -4%
WA
13
WealthTrust-Arizona
Arizona
$13M 287,979 +11,089 +4%
Wells Fargo
14
Wells Fargo
California
$11.8M 260,919 -73,559 -22%
EHPM
15
Emery Howard Portfolio Management
California
$11.5M 255,485 +892 +0.4%
PA
16
Planning Alternatives
Michigan
$11.5M 254,831 -8,717 -3%
AL
17
Aspiriant LLC
California
$11.5M 254,180 +76,510 +43%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$11.2M 248,406 -130,840 -35%
SIC
19
Salem Investment Counselors
North Carolina
$11.1M 246,060 +246,060 New
JFG
20
JMG Financial Group
Illinois
$10.6M 235,393 -42,146 -15%
SAM
21
Summit Asset Management
Tennessee
$10.2M 224,994 +62,463 +38%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.94M 220,203 +77,016 +54%
BBA
23
BLB&B Advisors
Pennsylvania
$9.49M 210,112 +12,602 +6%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$9.43M 208,899 +278 +0.1%
HA
25
Harfst & Associates
Wyoming
$9.05M 200,422 +1,157 +0.6%
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