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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.

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 %
TF
801
TIAA FSB
Florida
-$203K -8,958 Closed
BCM
802
Becker Capital Management
Oregon
-$202K -8,940 Closed
SC
803
Slow Capital
California
-$169K -7,461 Closed
TCWA
804
Ten Capital Wealth Advisors
Washington
-$79.7K -3,525 Closed
GFWA
805
Grey Fox Wealth Advisors
Delaware
-$56.6K -2,502 Closed
BA
806
Bellwether Advisors
Nebraska
-$39.1K -1,728 Closed
TWA
807
TCI Wealth Advisors
Arizona
-$38.9K -1,719 Closed
ASN
808
Advisory Services Network
Georgia
-$38.7K -1,710 Closed
EI
809
Ellevest Inc
New York
-$24.2K -1,071 Closed
SC
810
SouthState Corp
Florida
-$20.4K -900 Closed
BlackRock
811
BlackRock
New York
-$18.4K -813 Closed
CTC
812
Central Trust Company
Missouri
-$16.4K -726 Closed
AFS
813
Annapolis Financial Services
Maryland
-$16.2K -714 Closed
CT
814
Cambridge Trust
Massachusetts
-$10.2K -450 Closed
M1FG
815
Mach-1 Financial Group
Arkansas
-$5.77M -255 Closed
IHWM
816
Iron Horse Wealth Management
Iowa
-$5.29K -234 Closed
MAWA
817
Moss Adams Wealth Advisors
Washington
-$5.09K -225 Closed
GA
818
GoalVest Advisory
New York
-$4.42K -195 Closed
CSWM
819
Cassady Schiller Wealth Management
Ohio
-$4.07K -180 Closed
WC
820
Wealth CMT
New Jersey
-$3K -144 Closed
FMB
821
Field & Main Bank
Kentucky
-$882 -39 Closed
PWM
822
Provident Wealth Management
Tennessee
-$68 -3 Closed