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Schwab US Mid-Cap ETF

932 hedge funds and large institutions have $7.74B invested in Schwab US Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 331 increasing their positions, 385 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

14% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 385

Holders
932
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$258K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
251
Choreo LLC
Illinois
$3.01M
TWG
252
The Wealth Group
Minnesota
$3.01M
Fidelity Investments
253
Fidelity Investments
Massachusetts
$2.98M
WP
254
WealthShield Partners
North Carolina
$2.92M
Jane Street
255
Jane Street
New York
$2.91M
Franklin Resources
256
Franklin Resources
California
$2.88M
BWL
257
Bogart Wealth LLC
Virginia
$2.87M
ML
258
McAdam LLC
Pennsylvania
$2.86M
BF
259
Blankinship & Foster
California
$2.86M
HA
260
HC Advisors
Georgia
$2.86M
CCM
261
Colorado Capital Management
Colorado
$2.85M
TRCT
262
Tower Research Capital (TRC)
New York
$2.84M
OFG
263
Orcam Financial Group
California
$2.83M
PWM
264
Prentice Wealth Management
New York
$2.83M
JCIA
265
Jackson Creek Investment Advisors
Colorado
$2.81M
CCWA
266
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.8M
CFGA
267
Cambridge Financial Group (Arizona)
Arizona
$2.79M
UCFA
268
United Capital Financial Advisors
Texas
$2.78M
ACA
269
Atlas Capital Advisors
Wyoming
$2.78M
NA
270
NewEdge Advisors
Louisiana
$2.75M
TNA
271
True North Advisors
Texas
$2.75M
JWS
272
Juncture Wealth Strategies
Arizona
$2.73M
CCM
273
Coldstream Capital Management
Washington
$2.71M
ZF
274
Zhang Financial
Michigan
$2.66M
ACA
275
Aptus Capital Advisors
Alabama
$2.64M