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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
IWC
376
Integrated Wealth Concepts
Massachusetts
$1.55M
SF
377
Summit Financial
New Jersey
$1.52M
IAN
378
Integrated Advisors Network
Texas
$1.52M
CAM
379
Chandler Asset Management
California
$1.52M
VFA
380
Valeo Financial Advisors
Indiana
$1.52M
BL
381
BFSG LLC
California
$1.51M
Lazard Asset Management
382
Lazard Asset Management
New York
$1.5M
OFS
383
Oldfather Financial Services
Nebraska
$1.5M
Citadel Advisors
384
Citadel Advisors
Florida
$1.5M
SF
385
Seek First
California
$1.5M
LC
386
LTG Capital
Massachusetts
$1.47M
FBB
387
Fulton Breakefield Broenniman
Maryland
$1.47M
SAF
388
Smith Anglin Financial
Texas
$1.46M
BWM
389
Benchmark Wealth Management
Connecticut
$1.46M
CAG
390
Csenge Advisory Group
Florida
$1.45M
ICMM
391
Integrated Capital Management (Michigan)
Michigan
$1.44M
WF
392
Warner Financial
Maryland
$1.44M
ES
393
ETF Store
Kansas
$1.42M
KLI
394
Kelman-Lazarov Inc
Tennessee
$1.42M
DWM
395
Dakota Wealth Management
Florida
$1.42M
AllianceBernstein
396
AllianceBernstein
Tennessee
$1.41M
SMF
397
Scott Marsh Financial
Utah
$1.41M
US Bancorp
398
US Bancorp
Minnesota
$1.39M
LIWM
399
Long Island Wealth Management
New York
$1.39M
FHA
400
Flagship Harbor Advisors
Massachusetts
$1.36M