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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
OMC
401
Old Mission Capital
Illinois
$1.35M
IC
402
IEQ Capital
California
$1.34M
CA
403
Capital Advantage
California
$1.34M
KW
404
Keyvantage Wealth
Pennsylvania
$1.33M
SHJ
405
Sharkey, Howes & Javer
Colorado
$1.32M
LB
406
Legacy Bridge
Iowa
$1.32M
SCM
407
SCS Capital Management
Massachusetts
$1.3M
SAM
408
S.A. Mason
Michigan
$1.3M
CIG
409
CHB Investment Group
Pennsylvania
$1.3M
1WM
410
1900 Wealth Management
Texas
$1.3M
SAM
411
Smithbridge Asset Management
Pennsylvania
$1.3M
IFS
412
Ifrah Financial Services
Arkansas
$1.29M
PSCM
413
Per Stirling Capital Management
Texas
$1.29M
OCM
414
One Capital Management
California
$1.26M
CPRC
415
Consolidated Portfolio Review Corp
New York
$1.26M
LJAC
416
L.J. Altfest & Co
New York
$1.25M
QCG
417
Quadrant Capital Group
Ohio
$1.25M
WA
418
Whipplewood Advisors
Colorado
$1.24M
GL
419
Graypoint LLC
New York
$1.21M
ECM
420
Evergreen Capital Management
Washington
$1.18M
EGM
421
Engineers Gate Manager
New York
$1.18M
NFTC
422
North Forty Two & Co
Oregon
$1.17M
SIC
423
Sigma Investment Counselors
Michigan
$1.16M
ATI
424
ARK & TLK Investments
Oklahoma
$1.15M
WA
425
WP Advisors
California
$1.15M