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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
GWANC
651
Guardian Wealth Advisors (North Carolina)
North Carolina
$57K -$24.9K -1,077 -28%
AWM
652
Aspire Wealth Management
Massachusetts
$57K
AA
653
Addison Advisors
Vermont
$56K
TCM
654
Tradewinds Capital Management
Washington
$50K -$5.43M -235,248 -99%
HC
655
Hoese & Co
Minnesota
$50K
S
656
Surevest
California
$49K
MIM
657
Macroview Investment Management
Maryland
$46K +$2.7K +117 +6%
AAMA
658
Advanced Asset Management Advisors
Ohio
$45K +$277 +12 +0.6%
CWM
659
Cranbrook Wealth Management
Michigan
$44K
William Blair & Company
660
William Blair & Company
Illinois
$44K +$623 +27 +1%
BEI
661
Benjamin Edwards Inc
Missouri
$44K +$4.64K +201 +11%
HFA
662
HC Financial Advisors
California
$40K +$138 +6 +0.3%
HR
663
Howe & Rusling
New York
$39K +$43.4K +1,881 New
GWMI
664
Guardian Wealth Management (Illinois)
Illinois
$38K +$69 +3 +0.2%
TWA
665
TCI Wealth Advisors
Arizona
$36K
JHCP
666
Jackson Hole Capital Partners
Oklahoma
$35K +$38.1K +1,650 New
PCA
667
Providence Capital Advisors
North Carolina
$34K -$12.9K -561 -26%
GWM
668
Geneos Wealth Management
Colorado
$33K
Citigroup
669
Citigroup
New York
$33K +$24.6K +1,068 +216%
CTC
670
Central Trust Company
Missouri
$31K
MSFP
671
Mark Sheptoff Financial Planning
Connecticut
$29K
WAM
672
Worth Asset Management
Texas
$28K
BW
673
Bison Wealth
Georgia
$27K
CCM
674
Covington Capital Management
California
$26K -$19.1K -828 -40%
GCM
675
Gables Capital Management
Florida
$25K