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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$894M +$225M +9,762,147 +30%
Creative Planning
2
Creative Planning
Kansas
$577M +$162M +7,007,175 +34%
HighTower Advisors
3
HighTower Advisors
Illinois
$217M -$8.24M -356,943 -3%
PCIA
4
Prime Capital Investment Advisors
Kansas
$110M +$5.45M +236,220 +5%
UBS Group
5
UBS Group
Switzerland
$110M -$3.35M -145,209 -3%
BBA
6
BLB&B Advisors
Pennsylvania
$89M -$152K -6,579 -0.2%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$88M +$3.84M +166,626 +4%
Ameriprise
8
Ameriprise
Minnesota
$81.4M +$14.8M +642,708 +20%
AA
9
Advisory Alpha
Michigan
$81.1M +$2.42M +104,715 +3%
MGIA
10
Moneta Group Investment Advisors
Missouri
$76.8M +$27.9M +1,210,521 +49%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$70.2M +$198K +8,583 +0.3%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$69.3M +$13.9M +602,898 +22%
OIA
13
OneDigital Investment Advisors
Kansas
$65.4M -$1.36M -58,917 -2%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$61.1M +$787K +34,113 +1%
JFG
15
JMG Financial Group
Illinois
$59.1M -$6.52M -282,753 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$57.6M -$1.54M -66,813 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$52M -$31.7M -1,373,079 -36%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$45.2M -$1.31M -56,724 -3%
AWS
19
AJ Wealth Strategies
New York
$44.6M -$15.2M -656,940 -24%
Cerity Partners
20
Cerity Partners
New York
$43.9M +$965K +41,799 +2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$41.2M +$3.77M +163,227 +9%
LPL Financial
22
LPL Financial
California
$37.7M +$1.33M +57,729 +3%
AT
23
American Trust
Kentucky
$37M -$616K -26,682 -1%
HSA
24
HBK Sorce Advisory
Pennsylvania
$35.8M +$183K +7,932 +0.5%
Mariner
25
Mariner
Kansas
$34.7M +$2.42M +104,658 +7%