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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
HI
576
Human Investing
Oregon
$258K +$71.4K +3,096 +33%
MA
577
MONECO Advisors
Connecticut
$257K +$761 +33 +0.3%
BC
578
Barnett & Company
Tennessee
$255K +$25.2K +1,092 +10%
IFG
579
Independent Financial Group
California
$253K +$48.7K +2,112 +21%
TC
580
Tenret Company
Florida
$252K
LBA
581
Lowell Blake & Associates
Massachusetts
$251K
RCC
582
Red Cedar Capital
Nebraska
$251K +$1.25K +54 +0.5%
BlackRock
583
BlackRock
New York
$250K +$67.2K +2,913 +32%
BB
584
Busey Bank
Illinois
$250K +$276K +11,952 New
AF
585
Advisornet Financial
Minnesota
$249K -$1.68M -72,819 -86%
AP
586
Appleton Partners
Massachusetts
$248K
MIP
587
Marietta Investment Partners
Wisconsin
$246K -$4.71K -204 -2%
PG
588
Prostatis Group
Maryland
$245K -$67K -2,904 -20%
RFA
589
Resurgent Financial Advisors
Georgia
$241K +$45.8K +1,983 +21%
GWM
590
Gray Wealth Management
Maine
$239K
EWM
591
Echo Wealth Management
Minnesota
$235K
KFS
592
Kaizen Financial Strategies
California
$235K +$1.18K +51 +0.5%
FMWA
593
Forvis Mazars Wealth Advisors
Missouri
$235K +$1.25K +54 +0.5%
RBCM
594
Raub Brock Capital Management
California
$234K +$4.43K +192 +2%
SAM
595
Stansberry Asset Management
Texas
$232K +$256K +11,073 New
PCA
596
Personal Capital Advisors
California
$230K -$56.1K -2,433 -18%
TF
597
TIAA FSB
Florida
$225K +$249K +10,782 New
TPA
598
Trivium Point Advisory
Connecticut
$221K +$237K +10,257 New
ACA
599
Ascension Capital Advisors
Texas
$216K
Fifth Third Bancorp
600
Fifth Third Bancorp
Ohio
$216K