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Schwab US Mid-Cap ETF

540 hedge funds and large institutions have $2.64B invested in Schwab US Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 261 increasing their positions, 164 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
11.75%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
41
Increased
261
Reduced
164
Closed
21
Calls
$455K
Puts
$46.2M
Net Calls
-$45.8M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$41K
BCM
477
Blume Capital Management
California
$41K
CWM
478
Cranbrook Wealth Management
Michigan
$40K
CFD
479
Creative Financial Designs
Indiana
$40K +$1.89K +99 +5%
GWS
480
Glassman Wealth Services
Virginia
$40K +$40K +2,109 New
ONST
481
Old North State Trust
North Carolina
$39K
PK
482
Pflug Koory
Nebraska
$37K -$1.7K -90 -4%
Citigroup
483
Citigroup
New York
$33K -$1.65K -87 -5%
MWC
484
MKD Wealth Coaches
Michigan
$32K +$26.4K +1,380 +469%
WPA
485
West Paces Advisors
Georgia
$28.5K
HGWM
486
Harvest Group Wealth Management
Massachusetts
$26K -$9.81K -522 -27%
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$25K
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$24K
SIAP
489
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
JPMorgan Chase & Co
490
JPMorgan Chase & Co
New York
$23K +$23K +1,209 New
BWA
491
BDO Wealth Advisors
Florida
$21K
PMFA
492
Plante Moran Financial Advisors
Michigan
$21K +$6.64K +351 +46%
ADL
493
Asset Dedication LLC
California
$20K
QCG
494
Quadrant Capital Group
Ohio
$19K
RCAG
495
Rehmann Capital Advisory Group
Michigan
$15.6K +$10.1K +531 +182%
William Blair & Company
496
William Blair & Company
Illinois
$15K -$33.4K -1,797 -69%
LFG
497
LifePlan Financial Group
Ohio
$15K +$787 +42 +6%
UWM
498
USAdvisors Wealth Management
Minnesota
$14.1K +$7.2K +378,216 +105%
FPFS
499
First Personal Financial Services
North Carolina
$14K -$5.32K -285 -28%
ME
500
McIlrath & Eck
Washington
$14K