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Schwab US Mid-Cap ETF

856 hedge funds and large institutions have $7.61B invested in Schwab US Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 313 increasing their positions, 357 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+7
Holders Change %
+0.82%
% of All Funds
12.41%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.23%
New
61
Increased
313
Reduced
357
Closed
42
Calls
$636K
Puts
$49K
Net Calls
+$587K
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Shares
Change %
LC
726
LCNB Corp
Ohio
$208K +$208K +7,680 New
VF
727
Vawter Financial
Ohio
$207K +$207K +7,629 New
RIM
728
Rockbridge Investment Management
New York
$205K
CIC
729
Carnegie Investment Counsel
Ohio
$205K -$251K -9,243 -55%
RW
730
REDW Wealth
New Mexico
$203K +$203K +7,485 New
BAAM
731
Baker Avenue Asset Management
California
$203K +$203K +7,470 New
SC
732
Slow Capital
California
$203K +$203K +7,461 New
SEM
733
Strategic Equity Management
Arizona
$200K +$200K +7,380 New
AW
734
Avion Wealth
Texas
$192K +$82 +3 +0%
DF
735
DecisionPoint Financial
Arizona
$189K +$619 +24 +0.3%
CPG
736
Custom Portfolio Group
Colorado
$181K
MA
737
Montag & Associates
Georgia
$180K
SWA
738
SOA Wealth Advisors
New York
$160K -$38.9K -1,434 -20%
PK
739
Pflug Koory
Nebraska
$155K +$81 +3 +0.1%
GWANC
740
Guardian Wealth Advisors (North Carolina)
North Carolina
$152K -$16.4K -606 -10%
FG
741
Fairman Group
Pennsylvania
$150K +$25.3K +933 +20%
DSC
742
Duncker Streett & Co
Missouri
$147K
RDFA
743
Ritter Daniher Financial Advisory
Ohio
$141K -$1.47K -54 -1%
NG
744
NWK Group
California
$140K -$1.63K -60 -1%
BONH
745
Bank of New Hampshire
New Hampshire
$139K
DCM
746
Davis Capital Management
Florida
$133K -$1.86K -69 -1%
KFI
747
Key Financial Inc
Pennsylvania
$131K +$5.29K +195 +4%
S
748
SignatureFD
Georgia
$127K +$16.2K +597 +15%
NIC
749
Northwest Investment Counselors
Oregon
$123K +$123K +4,548 New
SL
750
Salomon & Ludwin
Virginia
$123K +$114K +4,215 +1,364%