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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
CFO
351
Collective Family Office
Pennsylvania
$1.71M
JWCA
352
J.W. Cole Advisors
Florida
$1.69M
FA
353
Fagan Associates
New York
$1.69M
BFA
354
Beaumont Financial Advisors
Massachusetts
$1.69M
CFA
355
Cahill Financial Advisors
Minnesota
$1.68M
NP
356
NorthRock Partners
Minnesota
$1.67M
AFG
357
Atomi Financial Group
New York
$1.66M
MMHP
358
Murphy Middleton Hinkle & Parker
Georgia
$1.66M
OWA
359
Opal Wealth Advisors
New York
$1.66M
KHC
360
Koesten Hirschmann & Crabtree
Kansas
$1.64M
CWG
361
Cornerstone Wealth Group
North Carolina
$1.63M
NIA
362
NBZ Investment Advisors
Tennessee
$1.63M
AIA
363
Armor Investment Advisors
North Carolina
$1.63M
SMC
364
Smith, Moore & Co
Missouri
$1.63M
DBRC
365
D.B. Root & Company
Pennsylvania
$1.63M
EFG
366
Embree Financial Group
Illinois
$1.62M
CA
367
Cambridge Advisors
Nebraska
$1.62M
NCM
368
Novare Capital Management
North Carolina
$1.61M
QWM
369
Quadcap Wealth Management
Texas
$1.61M
AWM
370
Apollon Wealth Management
South Carolina
$1.59M
PFM
371
Phillips Financial Management
Indiana
$1.59M
JWA
372
JFS Wealth Advisors
Pennsylvania
$1.58M
CFO
373
CVA Family Office
Colorado
$1.56M
AFG
374
Arkansas Financial Group
Arkansas
$1.56M
IWC
375
Integrated Wealth Concepts
Massachusetts
$1.55M