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Schwab US Mid-Cap ETF

693 hedge funds and large institutions have $5.64B invested in Schwab US Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 296 increasing their positions, 241 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.1%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.64%
New
57
Increased
296
Reduced
241
Closed
22
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Shares
Change %
CP
626
Castleview Partners
Texas
$48K +$48K +1,821 New
LFG
627
Larson Financial Group
Missouri
$46K -$11.5K -438 -20%
TC
628
Truvestments Capital
Florida
$46K -$2.63K -102 -5%
BEI
629
Benjamin Edwards Inc
Missouri
$45K -$9.33K -357 -17%
TWA
630
TCI Wealth Advisors
Arizona
$45K
SIAP
631
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K
WT
632
Whittier Trust
California
$44K
CTC
633
Central Trust Company
Missouri
$39K
CG
634
Cutler Group
California
$39K +$39K +1,497 New
GWM
635
Geneos Wealth Management
Colorado
$38K -$9.68K -372 -20%
WP
636
WealthShield Partners
North Carolina
$37K +$37K +1,413 New
MSFP
637
Mark Sheptoff Financial Planning
Connecticut
$36K
AssetMark Inc
638
AssetMark Inc
California
$32K -$263K -10,197 -89%
PFA
639
Professional Financial Advisors
Nebraska
$32K +$79 +3 +0.2%
GCM
640
Gables Capital Management
Florida
$31K
Rockefeller Capital Management
641
Rockefeller Capital Management
New York
$31K +$26.6K +1,023 +598%
HIA
642
Harbor Investment Advisory
Maryland
$30K
BCM
643
Blume Capital Management
California
$27K
AC
644
AlphaCore Capital
California
$27K
EI
645
Ellevest Inc
New York
$27K +$78 +3 +0.3%
CCM
646
Covington Capital Management
California
$27K +$27K +1,041 New
HFA
647
HC Financial Advisors
California
$24K -$22.7K -882 -49%
Carson Wealth (CWM LLC)
648
Carson Wealth (CWM LLC)
Nebraska
$24K
AAP
649
Arax Advisory Partners
Colorado
$24K +$24K +939 New
LCM
650
Logan Capital Management
Pennsylvania
$23K -$2.81K -108 -11%