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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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$37.5M
EWA
27
Exencial Wealth Advisors
Oklahoma
$36.2M
BBA
28
BLB&B Advisors
Pennsylvania
$35M
SAM
29
Summit Asset Management
Tennessee
$34.9M
MAG
30
Mokosak Advisory Group
Iowa
$30.3M
EGWAG
31
Elwood & Goetz Wealth Advisory Group
Georgia
$28.8M
DAS
32
Dynamic Advisor Solutions
Arizona
$26.9M
SFG
33
Sage Financial Group
Pennsylvania
$26.7M
UBS Group
34
UBS Group
Switzerland
$26.5M
CRC
35
Curi RMB Capital
Illinois
$25.7M
Bank of America
36
Bank of America
North Carolina
$25.3M
HNW
37
High Note Wealth
Minnesota
$23.8M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$23.8M
NFG
39
Northeast Financial Group
Pennsylvania
$23.7M
RWM
40
RKL Wealth Management
Pennsylvania
$23.3M
CPIG
41
Chicago Partners Investment Group
Illinois
$22.7M
MWM
42
Modera Wealth Management
New Jersey
$22.2M
IA
43
IFP Advisors
Florida
$22M
OIA
44
OneDigital Investment Advisors
Kansas
$22M
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$19.4M
LFS
46
Lutz Financial Services
Nebraska
$19.3M
CAG
47
Compass Advisory Group
New York
$19.1M
NFW
48
Noble Family Wealth
Florida
$19M
BAM
49
Berkshire Asset Management
Pennsylvania
$18.4M
DP
50
Denver PWM
Colorado
$18.3M