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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
IC
401
IEQ Capital
California
$1.34M
CA
402
Capital Advantage
California
$1.34M
KW
403
Keyvantage Wealth
Pennsylvania
$1.33M
SHJ
404
Sharkey, Howes & Javer
Colorado
$1.32M
LB
405
Legacy Bridge
Iowa
$1.32M
SCM
406
SCS Capital Management
Massachusetts
$1.3M
SAM
407
S.A. Mason
Michigan
$1.3M
CIG
408
CHB Investment Group
Pennsylvania
$1.3M
1WM
409
1900 Wealth Management
Texas
$1.3M
SAM
410
Smithbridge Asset Management
Pennsylvania
$1.3M
IFS
411
Ifrah Financial Services
Arkansas
$1.29M
PSCM
412
Per Stirling Capital Management
Texas
$1.29M
OCM
413
One Capital Management
California
$1.26M
CPRC
414
Consolidated Portfolio Review Corp
New York
$1.26M
LJAC
415
L.J. Altfest & Co
New York
$1.25M
QCG
416
Quadrant Capital Group
Ohio
$1.25M
WA
417
Whipplewood Advisors
Colorado
$1.24M
GL
418
Graypoint LLC
New York
$1.21M
ECM
419
Evergreen Capital Management
Washington
$1.18M
EGM
420
Engineers Gate Manager
New York
$1.18M
NFTC
421
North Forty Two & Co
Oregon
$1.17M
SIC
422
Sigma Investment Counselors
Michigan
$1.16M
ATI
423
ARK & TLK Investments
Oklahoma
$1.15M
WA
424
WP Advisors
California
$1.15M
FPF
425
First Pacific Financial
Washington
$1.14M