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Schwab US Mid-Cap ETF

649 hedge funds and large institutions have $4.79B invested in Schwab US Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 240 increasing their positions, 228 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+62
Holders Change %
+10.56%
% of All Funds
11.52%
Holding in Top 10
90
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+32.35%
% of All Funds
1.6%
New
103
Increased
240
Reduced
228
Closed
31
Calls
$288K
Puts
Net Calls
+$288K
Net Calls Change
+$312K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
601
AssetMark Inc
California
$29K -$17.2K -744 -37%
CTC
602
Central Trust Company
Missouri
$28K
LDFR
603
Lehman & Derafelo Financial Resources
Pennsylvania
$28K
GCM
604
Gables Capital Management
Florida
$27K
HIA
605
Harbor Investment Advisory
Maryland
$26K
BWA
606
BDO Wealth Advisors
Florida
$26K
Simplex Trading
607
Simplex Trading
Illinois
$26K +$19.2K +852 +284%
AC
608
AlphaCore Capital
California
$24K -$22.8K -993 -49%
HNB
609
Huntington National Bank
Ohio
$24K
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$24K
BCM
611
Blume Capital Management
California
$24K
EI
612
Ellevest Inc
New York
$24K +$70 +3 +0.3%
YAL
613
Your Advocates Ltd
Texas
$22K -$8.13K -366 -27%
CCA
614
Column Capital Advisors
Indiana
$22K
William Blair & Company
615
William Blair & Company
Illinois
$20K -$66.2K -2,949 -77%
Fifth Third Bancorp
616
Fifth Third Bancorp
Ohio
$20K
PO
617
Private Ocean
California
$20K
PIP
618
Peachtree Investment Partners
Florida
$20K
ME
619
McIlrath & Eck
Washington
$19K
NFSG
620
Newbridge Financial Services Group
Florida
$16K +$70 +3 +0.4%
KFI
621
Key Financial Inc
Pennsylvania
$15K +$15K +654 New
LFG
622
Larson Financial Group
Missouri
$14K -$1.37K -60 -9%
JFA
623
JNBA Financial Advisors
Minnesota
$14K
BSSFA
624
Baron Silver Stevens Financial Advisors
Florida
$14K +$14K +621 New
BFG
625
Baron Financial Group
New Jersey
$13.6K