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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 %
CCM
401
Condor Capital Management
New Jersey
$1.26M -$28.9K -1,065 -2%
AllianceBernstein
402
AllianceBernstein
Tennessee
$1.25M +$4.72K +174 +0.4%
EFG
403
Embree Financial Group
Illinois
$1.25M +$48.7K +1,794 +4%
TRCT
404
Tower Research Capital (TRC)
New York
$1.25M +$1.05M +38,544 +512%
SAM
405
S.A. Mason
Michigan
$1.24M +$66.8K +2,460 +6%
NGA
406
Naples Global Advisors
Florida
$1.24M +$1.79K +66 +0.1%
Janney Montgomery Scott
407
Janney Montgomery Scott
Pennsylvania
$1.23M -$172K -6,333 -12%
Northern Trust
408
Northern Trust
Illinois
$1.23M
OCM
409
One Capital Management
California
$1.22M
WCM
410
Wisconsin Capital Management
Wisconsin
$1.22M
LB
411
Legacy Bridge
Iowa
$1.22M -$6.51K -240 -0.5%
GB
412
Goepper Burkhardt
South Carolina
$1.2M +$71.8K +2,700 +6%
US Bancorp
413
US Bancorp
Minnesota
$1.2M +$290K +10,689 +32%
CWM
414
Cedar Wealth Management
California
$1.19M -$14.4K -531 -1%
LTL
415
Lowery Thomas LLC
California
$1.18M +$28.2K +1,038 +2%
KWM
416
Kingsview Wealth Management
Oregon
$1.18M +$10.3K +378 +0.9%
PSCM
417
Per Stirling Capital Management
Texas
$1.16M +$153K +5,631 +15%
JWCA
418
J.W. Cole Advisors
Florida
$1.15M +$156K +5,748 +16%
LJAC
419
L.J. Altfest & Co
New York
$1.15M -$11.6K -429 -1%
HI
420
Harbour Investments
Wisconsin
$1.14M -$12.5K -462 -1%
FLPIM
421
F.L. Putnam Investment Management
Massachusetts
$1.14M -$31.6K -1,164 -3%
QCG
422
Quadrant Capital Group
Ohio
$1.13M -$202K -7,452 -15%
KLI
423
Kelman-Lazarov Inc
Tennessee
$1.13M +$84.8K +3,123 +8%
SIC
424
Sigma Investment Counselors
Michigan
$1.12M -$814 -30 -0.1%
Jane Street
425
Jane Street
New York
$1.12M -$1.28M -47,004 -53%