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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
CG
676
Cutler Group
California
$25K +$27.6K +1,197 New
COCM
677
Charter Oak Capital Management
New Hampshire
$24K -$28.9K -1,254 -52%
HIA
678
Harbor Investment Advisory
Maryland
$24K
TC
679
Truvestments Capital
Florida
$23K +$25.9K +1,122 New
BCM
680
Blume Capital Management
California
$22K
AC
681
AlphaCore Capital
California
$22K +$69 +3 +0.3%
BWA
682
BDO Wealth Advisors
Florida
$22K +$69 +3 +0.3%
EI
683
Ellevest Inc
New York
$22K +$138 +6 +0.6%
SAM
684
Strategic Asset Management
Minnesota
$21K
CCA
685
Column Capital Advisors
Indiana
$20K -$90K -3,900 -80%
GT
686
Glenmede Trust
Pennsylvania
$19K -$5.54K -240 -20%
AWM
687
Atticus Wealth Management
Florida
$18K
PO
688
Private Ocean
California
$18K
AAP
689
Arax Advisory Partners
Colorado
$16K -$1.11K -48 -6%
LDFR
690
Lehman & Derafelo Financial Resources
Pennsylvania
$16K +$17.2K +744 New
LCM
691
Logan Capital Management
Pennsylvania
$15K -$3.25K -141 -17%
SIAP
692
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
PFA
693
Professional Financial Advisors
Nebraska
$14K -$9.41K -408 -38%
CA
694
CoreCap Advisors
Michigan
$14K +$15.2K +657 New
VWM
695
Valley Wealth Managers
New Jersey
$14K +$15.2K +657 New
HBW
696
Hazlett, Burt & Watson
West Virginia
$13K
BFPW
697
BOK Financial Private Wealth
Colorado
$13K +$14.1K +612 New
FCMT
698
Founders Capital Management (Texas)
Texas
$13K +$14.3K +618 +3,433%
BFG
699
Baron Financial Group
New Jersey
$12.5K
HF
700
Halpern Financial
Virginia
$12.5K