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Schwab US Mid-Cap ETF

389 hedge funds and large institutions have $1.45B invested in Schwab US Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+16
Holders Change %
+4.29%
% of All Funds
8.93%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
41
Increased
206
Reduced
109
Closed
24
Calls
$555K
Puts
Net Calls
+$555K
Net Calls Change
+$294K
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
351
Regions Financial Corp
Alabama
$31K -$51K -2,853 -62%
Citigroup
352
Citigroup
New York
$31K
BlackRock
353
BlackRock
New York
$30K +$26.4K +1,479 +736%
FPFS
354
First Personal Financial Services
North Carolina
$27K -$6.75K -390 -20%
PWAG
355
Polaris Wealth Advisory Group
California
$27K +$27K +1,515 New
AWM
356
AllSquare Wealth Management
New York
$24K
PO
357
Private Ocean
California
$24K +$3.9K +225 +19%
SEI Investments
358
SEI Investments
Pennsylvania
$17K -$435 -24 -2%
WC
359
Westwind Capital
New Mexico
$16K
Parallax Volatility Advisers
360
Parallax Volatility Advisers
California
$16K +$15.9K +930 +31,000%
NSIM
361
North Star Investment Management
Illinois
$15K
William Blair & Company
362
William Blair & Company
Illinois
$14K +$14K +780 New
SWPG
363
Strategic Wealth Partners Group
Illinois
$12.7K +$12.7K +720 New
HI
364
Hudock Inc
Pennsylvania
$12K
CB
365
CNB Bank
Pennsylvania
$12K +$12K +669 New
BWP
366
Baldwin Wealth Partners
Massachusetts
$12K +$12K +699 New
VIA
367
Vantage Investment Advisors
Pennsylvania
$11K -$476 -27 -4%
IWM
368
IHT Wealth Management
Illinois
$11K +$52 +3 +0.5%
PA
369
Parallel Advisors
California
$10K
ME
370
McIlrath & Eck
Washington
$9K -$2.98K -168 -25%
SIAP
371
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K -$2.13K -120 -21%
TL
372
TrueWealth LLC
Georgia
$8K
1IA
373
1834 Investment Advisors
Wisconsin
$8K +$8K +453 New
CFD
374
Creative Financial Designs
Indiana
$7K
CA
375
Crewe Advisors
Utah
$7K