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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
PFT
326
Providence First Trust
Arizona
$2.02M
AGC
327
Aspen Grove Capital
Colorado
$2M
KF
328
Krilogy Financial
Missouri
$1.99M
SFG
329
Sunburst Financial Group
Alabama
$1.98M
JWBC
330
John W. Brooker & Co
California
$1.95M
SSWM
331
Sheets Smith Wealth Management
North Carolina
$1.93M
Thrivent Financial for Lutherans
332
Thrivent Financial for Lutherans
Minnesota
$1.92M
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$1.89M
BFS
334
Bradley Foster & Sargent
Connecticut
$1.89M
SFO
335
Stokes Family Office
Louisiana
$1.88M
AL
336
ACAS LLC
California
$1.87M
NRI
337
NFP Retirement Inc
California
$1.85M
WCM
338
Winthrop Capital Management
Indiana
$1.85M
MPCA
339
Madison Park Capital Advisors
Washington
$1.85M
MA
340
MCF Advisors
Kentucky
$1.84M
VCM
341
Vision Capital Management
Oregon
$1.83M
AIP
342
Almanack Investment Partners
Pennsylvania
$1.82M
PIA
343
Panoramic Investment Advisors
Colorado
$1.8M
MWP
344
Madison Wealth Partners
Wisconsin
$1.78M
KIA
345
KCM Investment Advisors
California
$1.78M
EFS
346
Econ Financial Services
Pennsylvania
$1.77M
IF
347
Ironwood Financial
Arizona
$1.77M
GRP
348
Global Retirement Partners
California
$1.75M
VVP
349
Venture Visionary Partners
Ohio
$1.73M
SEIA
350
Signature Estate & Investment Advisors
California
$1.73M