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Schwab US Mid-Cap ETF

779 hedge funds and large institutions have $5.99B invested in Schwab US Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 326 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+5
Holders Change %
+0.65%
% of All Funds
12.47%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
57
Increased
280
Reduced
326
Closed
35
Calls
$801K
Puts
$75K
Net Calls
+$726K
Net Calls Change
-$888K
Name Holding Trade Value Shares
Change
Shares
Change %
BA
701
Bellwether Advisors
Nebraska
$39.1K
TWA
702
TCI Wealth Advisors
Arizona
$38.9K
ASN
703
Advisory Services Network
Georgia
$38.7K -$32.2K -1,422 -45%
OHWP
704
Oak Harbor Wealth Partners
North Carolina
$37.7K -$3.05K -135 -8%
JHCP
705
Jackson Hole Capital Partners
Oklahoma
$37.3K
SCA
706
Stonebridge Capital Advisors
Minnesota
$36.5K -$5.7K -252 -14%
BEI
707
Benjamin Edwards Inc
Missouri
$36K -$204 -9 -0.6%
GWM
708
Geneos Wealth Management
Colorado
$35.3K
CIM
709
Contravisory Investment Management
Massachusetts
$35.3K +$204 +9 +0.6%
MWM
710
Mascoma Wealth Management
New Hampshire
$35.2K
GWM
711
Guardian Wealth Management
Illinois
$34.4K -$6.93K -306 -17%
William Blair & Company
712
William Blair & Company
Illinois
$32.4K -$1.09K -48 -3%
UB
713
UMB Bank
Missouri
$29.9K
NC
714
NewSquare Capital
Pennsylvania
$28.2K +$8.89K +393 +46%
AWM
715
Aspire Wealth Management
Massachusetts
$26.7K
GCM
716
Gables Capital Management
Florida
$26.6K
HIA
717
Harbor Investment Advisory
Maryland
$26K
TC
718
Truvestments Capital
Florida
$25.4K
EI
719
Ellevest Inc
New York
$24.2K +$136 +6 +0.6%
BCM
720
Blume Capital Management
California
$23.7K
PO
721
Private Ocean
California
$23.3K +$3.66K +162 +19%
EWM
722
EPG Wealth Management
Georgia
$22.5K
CCA
723
Column Capital Advisors
Indiana
$21.6K
FHA
724
First Horizon Advisors
Tennessee
$20.4K -$41.7K -1,842 -67%
SC
725
SouthState Corp
Florida
$20.4K