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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
AssetMark Inc
701
AssetMark Inc
California
$12K -$1.06M -45,750 -99%
OHWP
702
Oak Harbor Wealth Partners
North Carolina
$12K
ME
703
McIlrath & Eck
Washington
$12K +$3.05K +132 +29%
LPP
704
Life Planning Partners
Florida
$11K
AA
705
Ancora Advisors
Ohio
$11K +$11.6K +504 New
FFA
706
Fairfield Financial Advisors
Massachusetts
$10.1K +$69 +3 +0.6%
RDIA
707
RE Dickinson Investment Advisors
Iowa
$9.37K +$261K +11,310 +3%
HS
708
Horan Securities
United States
$8K
HCM
709
Horrell Capital Management
Arkansas
$8K
TRCT
710
Tower Research Capital (TRC)
New York
$7K +$2.63K +114 +51%
SC
711
Stephens Consulting
Michigan
$6.46K
BCMLT
712
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K
GI
713
GS Investments
Minnesota
$5K
HDIM
714
Hanson & Doremus Investment Management
Vermont
$5K
M1FG
715
Mach-1 Financial Group
Arkansas
$5K +$5.88K +255 New
BAM
716
Bellevue Asset Management
Washington
$4K
EL
717
EMFO LLC
Florida
$4K
PIP
718
Peachtree Investment Partners
Florida
$4K +$69 +3 +1%
GIA
719
Goodwin Investment Advisory
Georgia
$3.39K -$12.5K -543 -77%
CAAS
720
Capital Asset Advisory Services
Michigan
$3K
BTI
721
Blue Trust Inc
Georgia
$3K +$2.91K +126 New
TCWM
722
Total Clarity Wealth Management
Illinois
$3K +$3.46K +150 New
CWP
723
Concord Wealth Partners
Virginia
$2K -$2.21K -96 -53%
1IA
724
1834 Investment Advisors
Wisconsin
$2K
DI
725
Disciplined Investments
Oklahoma
$2K