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Schwab US Mid-Cap ETF

623 hedge funds and large institutions have $3.2B invested in Schwab US Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 176 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+74
Holders Change %
+13.48%
% of All Funds
12.3%
Holding in Top 10
83
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.16%
% of All Funds
1.64%
New
107
Increased
271
Reduced
176
Closed
24
Calls
$269K
Puts
$48.4M
Net Calls
-$48.1M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
526
NWK Group
California
$170K +$170K +8,463 New
SFS
527
Sowell Financial Services
Arkansas
$166K -$94.5K -4,710 -36%
Citigroup
528
Citigroup
New York
$162K +$107K +5,319 +193%
SFSIG
529
San Francisco Sentry Investment Group
California
$153K
FHA
530
Flagship Harbor Advisors
Massachusetts
$150K -$6.01K -300 -4%
PFGIA
531
Patriot Financial Group Insurance Agency
Massachusetts
$148K +$122K +6,048 +459%
CFGS
532
Concourse Financial Group Securities
Alabama
$147K -$561K -28,038 -79%
SLF
533
Sun Life Financial
Ontario, Canada
$143K
OIA
534
Optimum Investment Advisors
Illinois
$139K +$7.98K +399 +6%
OAM
535
Oppenheimer Asset Management
New York
$138K -$4.63K -231 -3%
VFA
536
Valeo Financial Advisors
Indiana
$133K
BFC
537
Bedel Financial Consulting
Indiana
$129K -$12.2K -612 -9%
RIA
538
Realta Investment Advisors
Delaware
$129K +$352 +18 +0.3%
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$125K
AC
540
AlphaCore Capital
California
$117K +$117K +5,814 New
BlackRock
541
BlackRock
New York
$97K -$42.1K -2,109 -30%
GRP
542
Global Retirement Partners
California
$92K -$4.35K -216 -5%
CDIA
543
Capital Directions Investment Advisors
Georgia
$91K
CIAS
544
Capital Investment Advisory Services
North Carolina
$89K
SSB
545
Sandy Spring Bank
Maryland
$88K +$41.9K +2,085 +91%
TWA
546
TCI Wealth Advisors
Arizona
$85K +$1.75K +87 +2%
S
547
SignatureFD
Georgia
$84K
TI
548
tru Independence
Oregon
$81K +$81K +5,766 New
RCA
549
Rowland Carmichael Advisors
Arizona
$79K -$54.4K -2,721 -41%
TSW
550
Thompson Siegel & Walmsley
Virginia
$78K