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Schwab US Mid-Cap ETF

781 hedge funds and large institutions have $5.99B invested in Schwab US Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 280 increasing their positions, 326 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 775781 (+6)

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

14% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 326

Holders
781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$801K
Puts
$75K
Net Calls
Net Calls Change

Top Buyers

1 +$72.8M
2 +$29.5M
3 +$26.4M
4
Morgan Stanley
Morgan Stanley
New York
+$13.8M
5
SS
Simplicity Solutions
Minnesota
+$10.7M

Top Sellers

1 -$53.9M
2 -$43.8M
3 -$23.6M
4
Creative Planning
Creative Planning
Kansas
-$20M
5
Ameriprise
Ameriprise
Minnesota
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
651
$202K
652
$201K
653
$179K
654
$169K
655
$169K
656
$164K
657
$156K
658
$154K
659
$153K
660
$150K
661
$134K
662
$134K
663
$133K
664
$132K
665
$129K
666
$125K
667
$122K
668
$120K
669
$116K
670
$112K
671
$111K
672
$106K
673
$105K
674
$102K
675
$100K