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Schwab US Mid-Cap ETF

755 hedge funds and large institutions have $5.89B invested in Schwab US Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 332 increasing their positions, 263 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-11
Holders Change %
-1.44%
% of All Funds
11.95%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.44%
New
50
Increased
332
Reduced
263
Closed
50
Calls
$1.28M
Puts
$357K
Net Calls
+$920K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
426
Stratos Wealth Advisors
Ohio
$828K -$140K -5,520 -14%
GC
427
Grimes & Company
Massachusetts
$821K -$15.6K -615 -2%
BI
428
Berkeley Inc
Idaho
$813K -$8.5K -336 -1%
PCM
429
Pennsylvania Capital Management
Pennsylvania
$812K -$1.29K -51 -0.2%
AIP
430
Almanack Investment Partners
Pennsylvania
$808K +$188K +7,425 +30%
CCM
431
Cribstone Capital Management
Maine
$807K -$237K -9,381 -23%
SCM
432
SOL Capital Management
Maryland
$807K -$33.8K -1,335 -4%
FNBT
433
FineMark National Bank & Trust
Florida
$800K
PGAM
434
Princeton Global Asset Management
New Jersey
$797K +$18.4K +729 +2%
ZF
435
Zhang Financial
Michigan
$797K +$797K +31,515 New
BCA
436
Bay Colony Advisors
Massachusetts
$793K +$33K +1,305 +4%
OPA
437
Old Port Advisors
Maine
$784K -$16.1K -633 -2%
GT
438
Greenleaf Trust
Michigan
$781K
AAS
439
Avantax Advisory Services
Texas
$777K +$54.1K +2,136 +7%
CHA
440
Cooper/Haims Advisors
New York
$772K -$987 -39 -0.1%
SSWG
441
Seven Springs Wealth Group
Tennessee
$763K -$4.63K -183 -0.6%
TAM
442
Townsend Asset Management
North Carolina
$755K -$18.4K -726 -2%
ACI
443
Alpha Cubed Investments
California
$750K -$14.3K -564 -2%
SF
444
Synovus Financial
Georgia
$745K -$2.04K -81 -0.3%
HIC
445
Holderness Investments Company
North Carolina
$732K +$24.4K +966 +3%
ASN
446
Advisory Services Network
Georgia
$729K +$113K +4,476 +18%
FHB
447
First Hawaiian Bank
Hawaii
$719K -$2.01M -79,653 -74%
PFBT
448
Parkside Financial Bank & Trust
Missouri
$713K
SFO
449
Stokes Family Office
Louisiana
$712K +$712K +28,170 New
CG
450
Colony Group
Massachusetts
$699K