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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
OCM
751
Orser Capital Management
Texas
-$284K -11,238 Closed
APP
752
Avantax Planning Partners
Iowa
-$268K -10,581 Closed
TWP
753
TFO Wealth Partners
Ohio
-$252K -9,969 Closed
SC
754
Scotia Capital
Ontario, Canada
-$251K -9,924 Closed
PG
755
Patten Group
Tennessee
-$243K -9,627 Closed
SCA
756
STALEY CAPITAL ADVISERS
Pennsylvania
-$241K -9,528 Closed
CAP
757
Columbia Advisory Partners
Washington
-$236K -9,333 Closed
CSIC
758
Clifford Swan Investment Counsel
California
-$235K -9,303 Closed
MCCP
759
Mission Creek Capital Partners
California
-$235K -9,282 Closed
RPGK
760
Retirement Planning Group (Kansas)
Kansas
-$233K -9,204 Closed
BWM
761
BNC Wealth Management
Oregon
-$231K -9,120 Closed
SI
762
Stephens Inc
Arkansas
-$231K -9,120 Closed
WIA
763
World Investment Advisors
California
-$226K -8,946 Closed
GC
764
Gratus Capital
Georgia
-$218K -8,622 Closed
CIP
765
Capital Insight Partners
Arizona
-$216K -8,553 Closed
IWC
766
Integrated Wealth Concepts
Massachusetts
-$212K -8,376 Closed
CIBC Private Wealth Group
767
CIBC Private Wealth Group
Georgia
-$209K -8,268 Closed
WCFA
768
Walkner Condon Financial Advisors
Wisconsin
-$205K -8,088 Closed
NCM
769
Next Capital Management
New York
-$204K -8,058 Closed
AWA
770
Arete Wealth Advisors
Illinois
-$202K -7,983 Closed
FMN
771
Financial Management Network
California
-$203K -7,953 Closed
SI
772
Shaker Investments
Ohio
-$201K -7,947 Closed
B
773
Bellecapital
Switzerland
-$200K -7,923 Closed
MFA
774
McClarren Financial Advisors
Pennsylvania
-$94K -3,717 Closed
BFC
775
Bedel Financial Consulting
Indiana
-$78K -3,096 Closed