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Schwab US Mid-Cap ETF

779 hedge funds and large institutions have $6.27B invested in Schwab US Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 314 increasing their positions, 308 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
Holders Change %
0%
% of All Funds
12.29%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.23%
New
50
Increased
314
Reduced
308
Closed
43
Calls
$1.05M
Puts
$376K
Net Calls
+$670K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
651
Centaurus Financial
California
$180K -$180K -7,605 -50%
BAAM
652
Baker Avenue Asset Management
California
$177K
AW
653
Avion Wealth
Texas
$166K +$71 +3 +0%
PG
654
Prostatis Group
Maryland
$163K +$163K +487,581 New
CCP
655
Carmel Capital Partners
California
$162K
MA
656
Montag & Associates
Georgia
$157K
SWA
657
SOA Wealth Advisors
New York
$140K
PK
658
Pflug Koory
Nebraska
$135K +$355 +15 +0.3%
KSWA
659
Kathleen S. Wright Associates
Pennsylvania
$132K +$4.76K +201 +4%
FCT
660
First Community Trust
Iowa
$131K
DSC
661
Duncker Streett & Co
Missouri
$128K -$9.38K -396 -7%
RDFA
662
Ritter Daniher Financial Advisory
Ohio
$125K -$14.9K -630 -11%
NG
663
NWK Group
California
$124K -$39.1K -1,650 -24%
BONH
664
Bank of New Hampshire
New Hampshire
$121K
TSW
665
Thompson Siegel & Walmsley
Virginia
$117K
ACA
666
Aptus Capital Advisors
Alabama
$117K +$284 +12 +0.2%
NIC
667
Northwest Investment Counselors
Oregon
$115K -$24.8K -1,047 -18%
National Bank of Canada
668
National Bank of Canada
Quebec, Canada
$115K +$12.8K +540 +13%
RG
669
Retirement Group
California
$111K +$213 +9 +0.2%
KFI
670
Key Financial Inc
Pennsylvania
$110K
IRC
671
Investors Research Corp
Georgia
$103K
GJIA
672
Glass Jacobson Investment Advisors
Maryland
$103K +$103K +4,332 New
RF
673
Robbins Farley
New Hampshire
$102K -$2.27K -96 -2%
FCA
674
FinTrust Capital Advisors
South Carolina
$102K
KM
675
Kalos Management
Georgia
$102K -$2.7K -114 -3%