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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
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$2.41M
UIA
302
Ulland Investment Advisors
Minnesota
$2.4M
VAF
303
Values Added Financial
District of Columbia
$2.4M
MHC
304
May Hill Capital
Massachusetts
$2.39M
BCM
305
Boltwood Capital Management
California
$2.38M
CA
306
Centerpoint Advisors
Massachusetts
$2.36M
NCM
307
Northwest Capital Management
Oregon
$2.35M
CFS
308
CRA Financial Services
New Jersey
$2.31M
MAM
309
Marquette Asset Management
Minnesota
$2.3M
AIM
310
Athena Investment Management
California
$2.3M
RDWM
311
Red Door Wealth Management
Tennessee
$2.3M
BCWM
312
Bartlett & Co Wealth Management
Ohio
$2.27M
VAMG
313
Voisard Asset Management Group
Michigan
$2.24M
SFP
314
Strategic Financial Planning
Texas
$2.23M
MA
315
MBA Advisors
Pennsylvania
$2.2M
CRFG
316
Columbia River Financial Group
Washington
$2.19M
NHC
317
Nicholas Hoffman & Company
Georgia
$2.16M
AAIM
318
Asset Advisors Investment Management
Georgia
$2.14M
AFO
319
Arrowroot Family Office
California
$2.12M
SP
320
SWS Partners
Ohio
$2.11M
WA
321
WBH Advisory
Maryland
$2.11M
JPLA
322
Joseph P. Lucia & Associates
New York
$2.1M
BI
323
Ballast Inc
Kentucky
$2.1M
BWM
324
BCS Wealth Management
Tennessee
$2.08M
TWM
325
Thrive Wealth Management
Pennsylvania
$2.06M