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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
ASN
276
Advisory Services Network
Georgia
$2.59M
EWA
277
EP Wealth Advisors
California
$2.59M
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$2.58M
LF
279
LifeSteps Financial
California
$2.57M
TWM
280
Tradition Wealth Management
Minnesota
$2.57M
B
281
Bensler
Washington
$2.56M
MG
282
Mather Group
Illinois
$2.56M
ECM
283
Exchange Capital Management
Michigan
$2.55M
UAG
284
United Advisor Group
Ohio
$2.55M
FPCP
285
Fort Point Capital Partners
California
$2.54M
SWM
286
SeaCrest Wealth Management
New York
$2.53M
LCM
287
Leisure Capital Management
California
$2.53M
EH
288
Equitable Holdings
New York
$2.52M
RWA
289
River Wealth Advisors
Pennsylvania
$2.52M
CFGSD
290
Compass Financial Group (South Dakota)
South Dakota
$2.52M
ACA
291
Affinity Capital Advisors
California
$2.51M
BFS
292
Burkett Financial Services
South Carolina
$2.5M
DWM
293
Destination Wealth Management
California
$2.49M
VT
294
Vise Technologies
New York
$2.49M
VFPW
295
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.47M
PF
296
PlanWiser Financial
Colorado
$2.46M
WW
297
Waterfront Wealth
Kansas
$2.44M
Charles Schwab
298
Charles Schwab
California
$2.43M
KWA
299
Kingswood Wealth Advisors
California
$2.42M
SPA
300
Sentinel Pension Advisors
Massachusetts
$2.42M