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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 %
BBHC
726
Brown Brothers Harriman & Co
New York
$19.7K -$271 -12 -1%
AWM
727
Atticus Wealth Management
Florida
$19.3K
BWA
728
BDO Wealth Advisors
Florida
$18.6K -$2.3K -102 -11%
BlackRock
729
BlackRock
New York
$18.4K -$21.2K -936 -54%
WT
730
Washington Trust
Rhode Island
$18.4K
CPA
731
Cardiff Park Advisors
California
$17K
SVCP
732
Silicon Valley Capital Partners
California
$16.7K
RI
733
Ridgewood Investments
New Jersey
$16.6K +$16.6K +732 New
CTC
734
Central Trust Company
Missouri
$16.4K -$17.5K -774 -52%
AFS
735
Annapolis Financial Services
Maryland
$16.2K +$16.2K +714 New
Citigroup
736
Citigroup
New York
$15.9K +$7.46K +330 +88%
NSG
737
Nalls Sherbakoff Group
Tennessee
$15.8K +$15.8K +714 New
VWM
738
Valley Wealth Managers
New Jersey
$14.9K
AAP
739
Arax Advisory Partners
Colorado
$14.8K -$2.58K -114 -15%
MRCM
740
M&R Capital Management
New Jersey
$14.4K
Commonwealth Equity Services
741
Commonwealth Equity Services
Massachusetts
$14.1K -$3 -138 -0%
HBW
742
Hazlett, Burt & Watson
West Virginia
$14K -$20.6K -909 -60%
GWS
743
Glassman Wealth Services
Virginia
$13.6K
IGWM
744
ICA Group Wealth Management
Colorado
$13.6K -$10.2K -450 -43%
HCM
745
Hollencrest Capital Management
California
$13.4K -$950 -42 -7%
EWA
746
EverSource Wealth Advisors
Alabama
$13.2K
BFPW
747
BOK Financial Private Wealth
Colorado
$12.3K
FFA
748
Fairfield Financial Advisors
Massachusetts
$10.9K +$67 +3 +0.6%
JFG
749
JDM Financial Group
Texas
$10.9K +$10.9K +480 New
ME
750
McIlrath & Eck
Washington
$10.4K