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Schwab US Mid-Cap ETF

856 hedge funds and large institutions have $7.61B invested in Schwab US Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 313 increasing their positions, 357 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+7
Holders Change %
+0.82%
% of All Funds
12.41%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.23%
New
61
Increased
313
Reduced
357
Closed
42
Calls
$636K
Puts
$49K
Net Calls
+$587K
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Shares
Change %
AL
326
ACAS LLC
California
$1.9M +$75.4K +2,778 +4%
VCM
327
Vision Capital Management
Oregon
$1.88M -$651 -24 -0%
SCA
328
STALEY CAPITAL ADVISERS
Pennsylvania
$1.85M -$27.2K -1,002 -1%
BFA
329
Beaumont Financial Advisors
Massachusetts
$1.84M -$9.93K -366 -0.5%
MMHP
330
Murphy Middleton Hinkle & Parker
Georgia
$1.83M -$9.53K -351 -0.5%
MPCA
331
Madison Park Capital Advisors
Washington
$1.82M +$41.7K +1,536 +2%
CWM
332
Chesapeake Wealth Management
Virginia
$1.82M -$64.3K -2,370 -3%
KIA
333
KCM Investment Advisors
California
$1.78M -$51.9K -1,911 -3%
CFGSD
334
Compass Financial Group (South Dakota)
South Dakota
$1.77M +$263K +9,672 +17%
PWM
335
Prentice Wealth Management
New York
$1.74M +$299K +11,004 +21%
AIA
336
Armor Investment Advisors
North Carolina
$1.74M -$41.9K -1,542 -2%
EH
337
Equitable Holdings
New York
$1.73M -$68.7K -2,532 -4%
WW
338
Waterfront Wealth
Kansas
$1.73M -$19.5K -759 -1%
EFS
339
Econ Financial Services
Pennsylvania
$1.71M -$489K -18,030 -22%
IF
340
Ironwood Financial
Arizona
$1.7M -$10.6K -390 -0.6%
CP
341
Capital Planning
Washington
$1.69M +$210K +7,752 +14%
VVP
342
Venture Visionary Partners
Ohio
$1.68M -$17.9K -660 -1%
EWP
343
Elevation Wealth Partners
California
$1.66M -$152K -5,613 -8%
CS
344
Crescent Sterling
Louisiana
$1.66M +$19.6K +723 +1%
CL
345
Choreo LLC
Illinois
$1.66M -$32.7K -1,206 -2%
CFA
346
Cahill Financial Advisors
Minnesota
$1.65M -$521K -19,191 -24%
SLT
347
St Louis Trust
Missouri
$1.64M
SHJ
348
Sharkey, Howes & Javer
Colorado
$1.64M -$48.5K -1,785 -3%
SAF
349
Smith Anglin Financial
Texas
$1.63M -$29.6K -1,089 -2%
Fidelity Investments
350
Fidelity Investments
Massachusetts
$1.63M +$495K +18,231 +44%