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Schwab US Mid-Cap ETF

766 hedge funds and large institutions have $6.09B invested in Schwab US Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 311 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+77
Holders Change %
+11.18%
% of All Funds
11.83%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.42%
New
130
Increased
311
Reduced
225
Closed
33
Calls
$1.28M
Puts
$378K
Net Calls
+$904K
Net Calls Change
+$695K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
676
AssetMark Inc
California
$87K -$86.4K -3,210 -50%
BFC
677
Bedel Financial Consulting
Indiana
$81K
M
678
MOTCO
Texas
$77K
BC
679
Burleson & Co
California
$75K +$242 +9 +0.3%
AWM
680
Aspire Wealth Management
Massachusetts
$74K +$74K +2,748 New
William Blair & Company
681
William Blair & Company
Illinois
$71K +$39.4K +1,461 +125%
ADL
682
Asset Dedication LLC
California
$66K
HC
683
Hoese & Co
Minnesota
$64K
CFD
684
Creative Financial Designs
Indiana
$63K +$6.16K +228 +11%
S
685
Surevest
California
$63K +$63K +2,358 New
CWM
686
Cranbrook Wealth Management
Michigan
$57K
CCM
687
Covington Capital Management
California
$57K
AAMA
688
Advanced Asset Management Advisors
Ohio
$57K +$242 +9 +0.4%
MIM
689
Macroview Investment Management
Maryland
$55K +$1.6K +60 +3%
Bessemer Group
690
Bessemer Group
New Jersey
$53K +$53K +1,992 New
HFA
691
HC Financial Advisors
California
$51K +$25.9K +969 +104%
GWM
692
Guardian Wealth Management
Illinois
$48K +$48K +1,806 New
BEI
693
Benjamin Edwards Inc
Missouri
$47K +$1.44K +54 +3%
GT
694
Glenmede Trust
Pennsylvania
$47K +$40.6K +1,530 +638%
WT
695
Whittier Trust
California
$46K
TWA
696
TCI Wealth Advisors
Arizona
$46K +$81 +3 +0.2%
CA
697
CoreCap Advisors
Michigan
$45K +$45K +1,686 New
COCM
698
Charter Oak Capital Management
New Hampshire
$42K +$42K +1,554 New
CTC
699
Central Trust Company
Missouri
$40K
GWM
700
Geneos Wealth Management
Colorado
$39K