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Schwab US Mid-Cap ETF

736 hedge funds and large institutions have $5.18B invested in Schwab US Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 303 increasing their positions, 282 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.28% more ownership

Funds ownership: 178.52%185.8% (+7.3%)

7% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 282

3% less funds holding

Funds holding: 758736 (-22)

7% less funds holding in top 10

Funds holding in top 10: 9185 (-6)

12% less capital invested

Capital invested by funds: $5.89B → $5.18B (-$705M)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

Holders
736
Holders Change
-22
Holders Change %
-2.9%
% of All Funds
12.4%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.43%
New
45
Increased
303
Reduced
282
Closed
57
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
-$650K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
551
Centaurus Financial
California
$288K -$830K -35,964 -72%
PIA
552
Pinion Investment Advisors
Kansas
$288K -$14.3K -618 -4%
ZIM
553
Zacks Investment Management
Illinois
$288K +$3.88K +168 +1%
CFO
554
CVA Family Office
Colorado
$287K +$208 +9 +0.1%
PIM
555
Penobscot Investment Management
Massachusetts
$286K -$20.4K -885 -6%
HIM
556
Harbour Investment Management
Washington
$286K +$6.92K +300 +2%
WAM
557
WNY Asset Management
New York
$285K -$100K -4,353 -24%
DWM
558
Doyle Wealth Management
Florida
$283K +$312K +13,515 New
PAM
559
Peak Asset Management
Colorado
$280K
PFPT
560
Pinnacle Financial Partners (Tennessee)
Tennessee
$280K +$1.04K +45 +0.3%
CP
561
Capital Planning
Washington
$280K +$28.5K +1,236 +10%
GG
562
Greenwood Gearhart
Arkansas
$277K +$21.3K +924 +7%
FRA
563
Frank Rimerman Advisors
California
$275K
5L
564
55I LLC
Massachusetts
$272K -$37.7K -1,635 -11%
SCA
565
Stillwater Capital Advisors
Pennsylvania
$270K
G
566
Gainplan
Michigan
$267K -$11.1K -480 -4%
EWM
567
Elmwood Wealth Management
California
$263K
UB
568
UMB Bank
Missouri
$263K
RFC
569
Regions Financial Corp
Alabama
$263K +$12.7K +552 +5%
RWM
570
Reston Wealth Management
Virginia
$262K -$21.4K -927 -7%
KWS
571
Keystone Wealth Services
California
$260K -$169K -7,308 -37%
GWAM
572
Guardian Wealth Advisors (Minnesota)
Minnesota
$259K -$4.64K -201 -2%
AWM
573
AE Wealth Management
Kansas
$258K -$2.32M -100,422 -89%
TBWA
574
Three Bridge Wealth Advisors
California
$258K +$277 +12 +0.1%
DY
575
Dowling & Yahnke
California
$258K +$12.8K +555 +5%