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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
RG
626
Retirement Group
California
$114K -$114K -4,938 -47%
KSWA
627
Kathleen S. Wright Associates
Pennsylvania
$113K -$9.28K -402 -7%
Bessemer Group
628
Bessemer Group
New Jersey
$111K -$15.5K -672 -11%
CDIA
629
Capital Directions Investment Advisors
Georgia
$111K
RIM
630
Rockbridge Investment Management
New York
$108K -$1.12M -48,369 -90%
Carson Wealth (CWM LLC)
631
Carson Wealth (CWM LLC)
Nebraska
$108K +$21.3K +924 +22%
BONH
632
Bank of New Hampshire
New Hampshire
$107K
FCA
633
FinTrust Capital Advisors
South Carolina
$103K +$138 +6 +0.1%
TSW
634
Thompson Siegel & Walmsley
Virginia
$100K
KFI
635
Key Financial Inc
Pennsylvania
$99K +$92.1K +3,990 +610%
IRC
636
Investors Research Corp
Georgia
$91K
GLLW
637
Graves Light Lenhart Wealth
Virginia
$88K +$415 +18 +0.4%
AWM
638
Abound Wealth Management
Tennessee
$87.9K
S
639
SignatureFD
Georgia
$86K
HI
640
Hudock Inc
Pennsylvania
$86K +$415 +18 +0.4%
PK
641
Pflug Koory
Nebraska
$83K
GWS
642
Glassman Wealth Services
Virginia
$77K +$70.5K +3,057 +507%
OC
643
Oakworth Capital
Alabama
$76K
TCWA
644
Ten Capital Wealth Advisors
Washington
$74K
CMP
645
Coston McIsaac & Partners
Maine
$64K +$70.6K +3,060 New
WT
646
Whittier Trust
California
$61K -$59.9K -2,595 -47%
M
647
MOTCO
Texas
$60K
BC
648
Burleson & Co
California
$59K +$277 +12 +0.4%
HWMA
649
Heritage Wealth Management (Arizona)
Arizona
$58.1K -$228K -9,870 -78%
ACA
650
Aptus Capital Advisors
Alabama
$57K -$28.5K -1,233 -31%