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Schwab US Mid-Cap ETF

779 hedge funds and large institutions have $6.27B invested in Schwab US Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 314 increasing their positions, 308 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
Holders Change %
0%
% of All Funds
12.29%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.23%
New
50
Increased
314
Reduced
308
Closed
43
Calls
$1.05M
Puts
$376K
Net Calls
+$670K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
AC
701
AlphaCore Capital
California
$45.4K -$142 -6 -0.3%
CIM
702
Contravisory Investment Management
Massachusetts
$44.7K +$7.74K +327 +21%
PO
703
Private Ocean
California
$42.5K +$18.1K +765 +74%
GWSA
704
Global Wealth Strategies & Associates
Colorado
$40.8K +$40.8K +1,722 New
JHCP
705
Jackson Hole Capital Partners
Oklahoma
$39.1K
MWM
706
Mascoma Wealth Management
New Hampshire
$37.8K
GWM
707
Geneos Wealth Management
Colorado
$36.9K
GWM
708
Guardian Wealth Management
Illinois
$36K +$71 +3 +0.2%
BEI
709
Benjamin Edwards Inc
Missouri
$36K -$1.71K -72 -5%
Qube Research & Technologies (QRT)
710
Qube Research & Technologies (QRT)
United Kingdom
$35.6K +$35.6K +2,115 New
NC
711
NewSquare Capital
Pennsylvania
$33.4K +$3.84K +162 +13%
UB
712
UMB Bank
Missouri
$31.3K
HR
713
Howe & Rusling
New York
$30.6K -$14K -591 -31%
AWM
714
Aspire Wealth Management
Massachusetts
$28K
GCM
715
Gables Capital Management
Florida
$27.8K
HIA
716
Harbor Investment Advisory
Maryland
$27.2K
TC
717
Truvestments Capital
Florida
$26K -$568 -24 -2%
BCM
718
Blume Capital Management
California
$24.9K
EWM
719
EPG Wealth Management
Georgia
$23.5K
CCA
720
Column Capital Advisors
Indiana
$22.6K
FHA
721
First Horizon Advisors
Tennessee
$21.2K -$142 -6 -0.7%
BBHC
722
Brown Brothers Harriman & Co
New York
$20.6K
WP
723
WealthPLAN Partners
Nebraska
$20.5K -$32.9K -1,389 -62%
BWA
724
BDO Wealth Advisors
Florida
$19.5K
WT
725
Washington Trust
Rhode Island
$19.2K