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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 %
SIS
726
Sound Income Strategies
Florida
$18.9K +$18.9K +798 New
CPA
727
Cardiff Park Advisors
California
$17.8K
SVCP
728
Silicon Valley Capital Partners
California
$17.5K +$142 +6 +0.8%
RI
729
Ridgewood Investments
New Jersey
$17.3K
CT
730
Clearstead Trust
Maine
$17.1K +$17.1K +723 New
MFA
731
McClarren Financial Advisors
Pennsylvania
$17K -$69K -2,970 -80%
AAP
732
Arax Advisory Partners
Colorado
$15.6K +$71 +3 +0.5%
NSG
733
Nalls Sherbakoff Group
Tennessee
$15.6K
VWM
734
Valley Wealth Managers
New Jersey
$15.6K
HBW
735
Hazlett, Burt & Watson
West Virginia
$15K
Citigroup
736
Citigroup
New York
$15K -$1.71K -72 -10%
GWS
737
Glassman Wealth Services
Virginia
$14.3K
IGWM
738
ICA Group Wealth Management
Colorado
$14.2K
HCM
739
Hollencrest Capital Management
California
$14.1K +$71 +3 +0.5%
EWA
740
EverSource Wealth Advisors
Alabama
$13.9K
TAM
741
Tucker Asset Management
Colorado
$13K +$13K +549 New
AWM
742
Atticus Wealth Management
Florida
$12.7K -$7.47K -315 -37%
MRCM
743
M&R Capital Management
New Jersey
$12.5K -$2.56K -108 -17%
BFPW
744
BOK Financial Private Wealth
Colorado
$11.9K -$923 -39 -7%
FFA
745
Fairfield Financial Advisors
Massachusetts
$11.7K +$71 +3 +0.6%
JFG
746
JDM Financial Group
Texas
$11.4K
ME
747
McIlrath & Eck
Washington
$10.9K
BCM
748
Basso Capital Management
Connecticut
$9.02K +$9.02K +381 New
HCM
749
Horrell Capital Management
Arkansas
$9K
HS
750
Horan Securities
United States
$8.88K