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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
OFG
76
Omega Financial Group
California
$11.1M -$29.4K -1,272 -0.2%
HG
77
Harbor Group
New Hampshire
$11.1M -$53.2K -2,307 -0.4%
FWP
78
FAS Wealth Partners
Kansas
$10.8M +$193K +8,370 +2%
RWP
79
Revolve Wealth Partners
New Jersey
$10.7M -$360K -15,615 -3%
PAG
80
Private Advisor Group
New Jersey
$10.6M -$3.31M -143,310 -22%
TSWM
81
Triangle Securities Wealth Management
North Carolina
$10.5M +$51.2K +2,220 +0.4%
Bank of America
82
Bank of America
North Carolina
$10.5M -$16.2M -701,877 -58%
BFG
83
Berger Financial Group
Minnesota
$10.4M +$208K +9,003 +2%
FNC
84
First National Corp
Massachusetts
$10.3M +$101K +4,374 +0.9%
OWA
85
Opal Wealth Advisors
New York
$10.2M -$167K -7,233 -1%
Goldman Sachs
86
Goldman Sachs
New York
$10.1M -$48.9K -2,121 -0.4%
HNW
87
High Note Wealth
Minnesota
$9.94M -$5.19K -225 -0%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$9.57M -$1.67M -72,255 -14%
IAS
89
IMA Advisory Services
Colorado
$9.54M +$615K +26,634 +6%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$9.5M +$248K +10,740 +2%
MMA
91
Miracle Mile Advisors
California
$9.28M +$1.1M +47,826 +12%
Truist Financial
92
Truist Financial
North Carolina
$9.27M -$323K -13,983 -3%
PWA
93
Pillar Wealth Advisors
Pennsylvania
$9M +$51.7K +2,241 +0.5%
NYLIM
94
New York Life Investment Management
New York
$8.92M -$795K -34,470 -7%
ACA
95
Affinity Capital Advisors
California
$8.87M +$393K +17,046 +4%
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$8.76M -$593K -25,692 -6%
JIC
97
Johnson Investment Counsel
Ohio
$8.69M -$145K -6,276 -1%
AWMG
98
Alliance Wealth Management Group
New Jersey
$8.59M -$283K -12,246 -3%
TCM
99
Towercrest Capital Management
Pennsylvania
$8.59M -$283K -12,246 -3%
MML Investors Services
100
MML Investors Services
Massachusetts
$8.44M +$52K +2,253 +0.6%