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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 %
SMC
351
Smith, Moore & Co
Missouri
$1.62M -$9.69K -357 -0.6%
FA
352
Fagan Associates
New York
$1.6M -$4.23K -156 -0.3%
KHC
353
Koesten Hirschmann & Crabtree
Kansas
$1.6M
CA
354
Cambridge Advisors
Nebraska
$1.58M +$169K +6,240 +12%
FC
355
Forte Capital
New York
$1.57M -$1.79M -65,820 -53%
BL
356
BFSG LLC
California
$1.56M -$50.8K -1,872 -3%
CBFP
357
Cedar Brook Financial Partners
Ohio
$1.53M +$36.7K +1,353 +2%
IAN
358
Integrated Advisors Network
Texas
$1.53M -$41.4K -1,527 -3%
SWM
359
Spire Wealth Management
Virginia
$1.53M -$24.8K -912 -2%
Prudential Financial
360
Prudential Financial
New Jersey
$1.51M +$171K +6,294 +13%
ECG
361
Edge Capital Group
Georgia
$1.51M
FBB
362
Fulton Breakefield Broenniman
Maryland
$1.51M -$202K -7,458 -12%
AFG
363
Arkansas Financial Group
Arkansas
$1.5M
JWA
364
JFS Wealth Advisors
Pennsylvania
$1.5M +$17K +627 +1%
1WM
365
1900 Wealth Management
Texas
$1.5M -$54.5K -2,007 -4%
WF
366
Warner Financial
Maryland
$1.47M +$5.05K +186 +0.3%
IWMA
367
Ironwood Wealth Management (Arizona)
Arizona
$1.47M -$5.78K -213 -0.4%
Lazard Asset Management
368
Lazard Asset Management
New York
$1.45M
PNC Financial Services Group
369
PNC Financial Services Group
Pennsylvania
$1.45M +$102K +3,750 +8%
BWL
370
Bogart Wealth LLC
Virginia
$1.45M +$9.53K +351 +0.7%
HP
371
Holistic Planning
Texas
$1.45M +$1.18M +43,500 +437%
CAM
372
Chandler Asset Management
California
$1.44M +$4.64K +171 +0.3%
PIA
373
Panoramic Investment Advisors
Colorado
$1.44M +$42.2K +1,554 +3%
BF
374
Blankinship & Foster
California
$1.44M -$272K -10,023 -16%
IWP
375
IAG Wealth Partners
Wisconsin
$1.43M -$169K -6,213 -11%