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Schwab US Mid-Cap ETF

693 hedge funds and large institutions have $5.64B invested in Schwab US Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 296 increasing their positions, 241 reducing their positions, and 22 closing their positions.

Holders
693
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.1%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.64%
New
57
Increased
296
Reduced
241
Closed
22
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Shares
Change %
VFIC
151
Valley Forge Investment Consultants
Pennsylvania
$6M +$599K +22,968 +11%
GCA
152
Gradient Capital Advisors
California
$5.97M +$343K +13,140 +6%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$5.94M +$114K +4,362 +2%
Stifel Financial
154
Stifel Financial
Missouri
$5.94M +$26.1K +1,002 +0.4%
CCM
155
Colorado Capital Management
Colorado
$5.93M -$592K -22,680 -9%
SWM
156
Sculati Wealth Management
Michigan
$5.88M -$87.4K -3,348 -1%
WMG
157
WESCAP Management Group
California
$5.71M -$186K -7,125 -3%
TYCC
158
Texas Yale Capital Corp
Florida
$5.59M +$180K +6,882 +3%
BP
159
Broadleaf Partners
Ohio
$5.57M -$29.9K -1,146 -0.5%
CFIA
160
Cantor Fitzgerald Investment Advisors
New York
$5.48M -$1.72M -66,015 -24%
ACWM
161
Adams Chetwood Wealth Management
North Carolina
$5.38M -$862K -33,054 -14%
CCWA
162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.38M +$78 +3 +0%
KCPG
163
Kavar Capital Partners Group
Kansas
$5.26M +$216K +8,283 +4%
WTC
164
WhitTier Trust Company
Nevada
$5.09M -$96.3K -3,690 -2%
PFA
165
Pure Financial Advisors
California
$4.95M -$92.4K -3,540 -2%
BAM
166
Berkshire Asset Management
Pennsylvania
$4.88M +$433K +16,602 +10%
NYLIM
167
New York Life Investment Management
New York
$4.86M +$18.4K +705 +0.4%
HWA
168
Hilltop Wealth Advisors
North Carolina
$4.85M +$113K +4,347 +2%
EFG
169
Everhart Financial Group
Ohio
$4.83M -$267K -10,224 -5%
APSP
170
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.83M -$400K -15,312 -8%
SAM
171
Smithbridge Asset Management
Pennsylvania
$4.82M +$276K +10,584 +6%
AF
172
Advisornet Financial
Minnesota
$4.78M -$19.1K -732 -0.4%
SS
173
Sunbelt Securities
Texas
$4.72M +$310K +12,255 +7%
CCM
174
Coldstream Capital Management
Washington
$4.69M +$2.99M +114,783 +177%
SIA
175
SkyView Investment Advisors
New Jersey
$4.68M