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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 %
RBC
401
Roble Belko & Company
Pennsylvania
$6K
NDSI
402
Newman Dignan & Sheerar Inc
Rhode Island
$5.86K +$59 +3,228 +1%
CG
403
Cutler Group
California
$5K +$5K +300 New
BAM
404
Barrett Asset Management
New York
$4K
BWA
405
Burt Wealth Advisors
Maryland
$4K
TDC
406
Thompson Davis & Co
Virginia
$4K +$4K +210 New
GI
407
GS Investments
Minnesota
$3.84K +$494 +27 +15%
TCOV
408
Trust Company of Vermont
Vermont
$3K
JFA
409
JNBA Financial Advisors
Minnesota
$3K +$3K +171 New
MIM
410
Macroview Investment Management
Maryland
$2K +$2K +108 New
SMFS
411
Squar Milner Financial Services
California
$2K +$2K +123 New
SWPG
412
Strategic Wealth Partners Group
Illinois
$1.1K -$12.1K -660 -92%
JA
413
JOYN Advisors
Georgia
$1K +$1K +81 New
FRA
414
Front Row Advisors
California
$437 +$1 +45 +0.2%
Citadel Advisors
415
Citadel Advisors
Florida
-$2.95M -167,127 Closed
FPCG
416
Fort Pitt Capital Group
Pennsylvania
-$1.35M -76,557 Closed
SCA
417
Snowden Capital Advisors
New York
-$889K -50,460 Closed
APP
418
Avantax Planning Partners
Iowa
-$741K -42,018 Closed
STA
419
Summit Trail Advisors
New York
-$503K -27,774 Closed
NP
420
NorthRock Partners
Minnesota
-$251K -14,136 Closed
DY
421
Dowling & Yahnke
California
-$236K -13,371 Closed
AIS
422
Accurate Investment Solutions
Pennsylvania
-$185K -10,500 Closed
PFGIA
423
Patriot Financial Group Insurance Agency
Massachusetts
-$169K -9,846 Closed
SWP
424
Stratos Wealth Partners
Ohio
-$104K -5,880 Closed
IWM
425
IHT Wealth Management
Illinois
-$11K -633 Closed