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Schwab US Mid-Cap ETF

714 hedge funds and large institutions have $5.03B invested in Schwab US Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 305 increasing their positions, 269 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-19
Holders Change %
-2.59%
% of All Funds
12.35%
Holding in Top 10
80
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.88%
% of All Funds
1.38%
New
33
Increased
305
Reduced
269
Closed
44
Calls
$563K
Puts
$424K
Net Calls
+$139K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Shares
Change %
NIC
601
Northwest Investment Counselors
Oregon
$119K +$242 +12 +0.2%
DSC
602
Duncker Streett & Co
Missouri
$117K -$1.45K -72 -1%
CAL
603
Capital Advisors Ltd
Ohio
$116K
FCT
604
First Community Trust
Iowa
$112K
CDIA
605
Capital Directions Investment Advisors
Georgia
$107K -$111K -5,304 Closed
Bessemer Group
606
Bessemer Group
New Jersey
$107K
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$104K +$61 +3 +0.1%
BONH
608
Bank of New Hampshire
New Hampshire
$103K
PK
609
Pflug Koory
Nebraska
$103K +$22.9K +1,134 +29%
TSW
610
Thompson Siegel & Walmsley
Virginia
$100K +$3.45K +171 +4%
FCA
611
FinTrust Capital Advisors
South Carolina
$99K +$64 +3 +0.1%
KFI
612
Key Financial Inc
Pennsylvania
$94K
IRC
613
Investors Research Corp
Georgia
$88K
AWM
614
Abound Wealth Management
Tennessee
$84.2K -$545 -27 -0.6%
HI
615
Hudock Inc
Pennsylvania
$84K +$363 +18 +0.4%
S
616
SignatureFD
Georgia
$83K
RG
617
Retirement Group
California
$82K -$27.9K -1,389 -25%
CL
618
COWA LLC
Oklahoma
$80K +$80K +3,981 New
MFA
619
McClarren Financial Advisors
Pennsylvania
$74K +$74K +3,708 New
OC
620
Oakworth Capital
Alabama
$73K
TCWA
621
Ten Capital Wealth Advisors
Washington
$71K
PR
622
Payden & Rygel
California
$68K -$50K -2,493 -42%
DWP
623
Destiny Wealth Partners
Florida
$67K -$68.5K -3,384 -51%
CMP
624
Coston McIsaac & Partners
Maine
$61K
M
625
MOTCO
Texas
$58K