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Schwab US Mid-Cap ETF

933 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, 332 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: 332 | Existing positions reduced: 385

Holders
933
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
AGC
326
Aspen Grove Capital
Colorado
$2M
KF
327
Krilogy Financial
Missouri
$1.99M
SFG
328
Sunburst Financial Group
Alabama
$1.98M
JWBC
329
John W. Brooker & Co
California
$1.95M
SSWM
330
Sheets Smith Wealth Management
North Carolina
$1.93M
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$1.92M
SCA
332
STALEY CAPITAL ADVISERS
Pennsylvania
$1.89M
BFS
333
Bradley Foster & Sargent
Connecticut
$1.89M
SFO
334
Stokes Family Office
Louisiana
$1.88M
AL
335
ACAS LLC
California
$1.87M
NRI
336
NFP Retirement Inc
California
$1.85M
WCM
337
Winthrop Capital Management
Indiana
$1.85M
MPCA
338
Madison Park Capital Advisors
Washington
$1.85M
MA
339
MCF Advisors
Kentucky
$1.84M
VCM
340
Vision Capital Management
Oregon
$1.83M
AIP
341
Almanack Investment Partners
Pennsylvania
$1.82M
PIA
342
Panoramic Investment Advisors
Colorado
$1.8M
MWP
343
Madison Wealth Partners
Wisconsin
$1.78M
KIA
344
KCM Investment Advisors
California
$1.78M
EFS
345
Econ Financial Services
Pennsylvania
$1.77M
IF
346
Ironwood Financial
Arizona
$1.77M
GRP
347
Global Retirement Partners
California
$1.75M
VVP
348
Venture Visionary Partners
Ohio
$1.73M
SEIA
349
Signature Estate & Investment Advisors
California
$1.73M
VWA
350
VSM Wealth Advisory
Maryland
$1.71M