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Schwab US Mid-Cap ETF

714 hedge funds and large institutions have $5.03B invested in Schwab US Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 305 increasing their positions, 269 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-19
Holders Change %
-2.59%
% of All Funds
12.35%
Holding in Top 10
80
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.88%
% of All Funds
1.38%
New
33
Increased
305
Reduced
269
Closed
44
Calls
$563K
Puts
$424K
Net Calls
+$139K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Shares
Change %
LDFR
676
Lehman & Derafelo Financial Resources
Pennsylvania
$15K
PFA
677
Professional Financial Advisors
Nebraska
$14K
TCOV
678
Trust Company of Vermont
Vermont
$14K +$14K +684 New
VWM
679
Valley Wealth Managers
New Jersey
$13K
HF
680
Halpern Financial
Virginia
$12.1K
GWS
681
Glassman Wealth Services
Virginia
$12K -$60.8K -3,057 -84%
Citigroup
682
Citigroup
New York
$12K -$18.8K -954 -61%
BFPW
683
BOK Financial Private Wealth
Colorado
$11K -$1.4K -69 -11%
LPP
684
Life Planning Partners
Florida
$10.5K
FFA
685
Fairfield Financial Advisors
Massachusetts
$9.83K
National Bank of Canada
686
National Bank of Canada
Quebec, Canada
$9K -$14.8M -741,792 -100%
LCM
687
Logan Capital Management
Pennsylvania
$9K -$4.88K -249 -35%
HS
688
Horan Securities
United States
$8K
HCM
689
Horrell Capital Management
Arkansas
$7K
MRCM
690
M&R Capital Management
New Jersey
$6K +$4.53K +231 +308%
NDSI
691
Newman Dignan & Sheerar Inc
Rhode Island
$5.19K +$58 +2,895 +1%
CG
692
Cutler Group
California
$5K -$15.2K -900 -75%
HDIM
693
Hanson & Doremus Investment Management
Vermont
$5K
M1FG
694
Mach-1 Financial Group
Arkansas
$5K
TCM
695
TD Capital Management
Tennessee
$5K +$5K +255 New
GI
696
GS Investments
Minnesota
$4K
PIP
697
Peachtree Investment Partners
Florida
$4K
BAM
698
Bellevue Asset Management
Washington
$4K
CFD
699
Creative Financial Designs
Indiana
$3K -$119K -6,300 -98%
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K -$2.93K -117 -49%