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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
EK
726
Evensky & Katz
Florida
$2K
HFS
727
Hantz Financial Services
Michigan
$2K
JWM
728
Janiczek Wealth Management
Colorado
$2K
SCA
729
Stonebridge Capital Advisors
Minnesota
$2K
TFM
730
TFC Financial Management
Massachusetts
$2K
CFGS
731
Concourse Financial Group Securities
Alabama
$1K -$12K -522 -89%
JFA
732
JNBA Financial Advisors
Minnesota
$1K
CFN
733
Cordasco Financial Network
Florida
$1K +$1.39K +60 New
MRCM
734
M&R Capital Management
New Jersey
$1K +$1.73K +75 New
Bank of Montreal
735
Bank of Montreal
Ontario, Canada
$225 -$25.1K -1,089 -10%
AWM
736
Aries Wealth Management
Maine
-$13.4M -530,460 Closed
BSAM
737
Blue Square Asset Management
New York
-$13.1M -517,812 Closed
FANJ
738
Financial Architects (New Jersey)
New Jersey
-$7.05M -278,871 Closed
SL
739
Systelligence LLC
Minnesota
-$6.98M -275,874 Closed
MWM
740
Minot Wealth Management
Massachusetts
-$2.35M -93,000 Closed
CI
741
Cordant Inc
Oregon
-$908K -35,892 Closed
FAIM
742
Financial Advocates Investment Management
Washington
-$892K -35,286 Closed
FFA
743
First Foundation Advisors
California
-$856K -33,840 Closed
AIP
744
Almanack Investment Partners
Pennsylvania
-$808K -31,968 Closed
CIA
745
Capital Investment Advisors
Georgia
-$502K -19,866 Closed
WWM
746
Windsor Wealth Management
Indiana
-$424K -17,109 Closed
CI
747
Chartist Inc
California
-$404K -15,990 Closed
BG
748
Benedetti & Gucer
Georgia
-$390K -15,456 Closed
TFA
749
Trinity Financial Advisors
Ohio
-$377K -14,901 Closed
TSS
750
Two Sigma Securities
New York
-$352K -13,923 Closed