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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
FPF
426
First Pacific Financial
Washington
$1.14M
FA
427
FF Advisors
California
$1.13M
Janney Montgomery Scott
428
Janney Montgomery Scott
Pennsylvania
$1.13M
SAI
429
Savvy Advisors Inc
New York
$1.13M
Susquehanna International Group
430
Susquehanna International Group
Pennsylvania
$1.12M
STA
431
Summit Trail Advisors
New York
$1.12M
CIR
432
Clear Investment Research
Georgia
$1.12M
HI
433
Harbour Investments
Wisconsin
$1.12M
GIA
434
GHP Investment Advisors
Colorado
$1.11M
IWP
435
IAG Wealth Partners
Wisconsin
$1.11M
SPP
436
Single Point Partners
Massachusetts
$1.11M
NGA
437
Naples Global Advisors
Florida
$1.1M
BCA
438
Bay Colony Advisors
Massachusetts
$1.1M
PA
439
Parallel Advisors
California
$1.1M
William Blair & Company
440
William Blair & Company
Illinois
$1.09M
CCM
441
Condor Capital Management
New Jersey
$1.09M
SAM
442
Sawgrass Asset Management
Florida
$1.09M
BFG
443
Bouchey Financial Group
New York
$1.08M
SWM
444
Sculati Wealth Management
Michigan
$1.08M
HIC
445
Holderness Investments Company
North Carolina
$1.08M
RWB
446
RMR Wealth Builders
New Jersey
$1.07M
SFG
447
Stonebridge Financial Group
Pennsylvania
$1.07M
GB
448
Goepper Burkhardt
South Carolina
$1.06M
OIM
449
Orca Investment Management
Oregon
$1.06M
FI
450
FIDELIS iM
Oregon
$1.05M