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Schwab US Mid-Cap ETF

417 hedge funds and large institutions have $1.59B invested in Schwab US Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+28
Holders Change %
+7.2%
% of All Funds
9.56%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.28%
New
45
Increased
212
Reduced
105
Closed
15
Calls
$877K
Puts
$259K
Net Calls
+$618K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
326
Valeo Financial Advisors
Indiana
$212K +$92.7K +4,938 +78%
AWM
327
Altium Wealth Management
New York
$210K -$95.4K -5,217 -31%
BCM
328
BTR Capital Management
California
$206K +$206K +11,250 New
OC
329
Oarsman Capital
Wisconsin
$202K -$28K -1,530 -12%
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$202K -$8.84K -483 -4%
DCM
331
Donaldson Capital Management
Indiana
$202K +$202K +11,013 New
WAM
332
Watermark Asset Management
California
$199K -$22.4K -1,227 -10%
RCC
333
Red Cedar Capital
Nebraska
$195K
CPIG
334
Chicago Partners Investment Group
Illinois
$183K +$61.2K +3,348 +50%
RWP
335
RWA Wealth Partners
Massachusetts
$168K -$6.58K -360 -4%
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$161K
SQA
337
Simon Quick Advisors
New Jersey
$150K +$150K +8,244 New
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$145K +$68.1K +3,723 +89%
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$142K +$21.5K +1,179 +18%
SBL
340
Sargent Bickham Lagudis
Colorado
$139K +$11.1K +606 +9%
SLF
341
Sun Life Financial
Ontario, Canada
$130K +$123K +6,747 +1,785%
SFSIG
342
San Francisco Sentry Investment Group
California
$129K
Deutsche Bank
343
Deutsche Bank
Germany
$124K +$54.7K +2,976 +79%
WTC
344
WhitTier Trust Company
Nevada
$111K +$73.8K +4,053 +199%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$109K +$24.5K +1,335 +29%
BFC
346
Bedel Financial Consulting
Indiana
$104K +$1.43K +78 +1%
RCA
347
Rowland Carmichael Advisors
Arizona
$102K -$5.88K -321 -5%
ML
348
McAdam LLC
Pennsylvania
$102K -$4.87K -267 -5%
DSC
349
Duncker Streett & Co
Missouri
$100K -$38K -2,079 -28%
GWM
350
Geneos Wealth Management
Colorado
$100K +$2.74K +150 +3%