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Schwab US Mid-Cap ETF

935 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, 333 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: 333 | Existing positions reduced: 385

Holders
935
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
SC
476
SouthState Corp
Florida
$958K
FPAS
477
Focus Partners Advisor Solutions
Missouri
$954K
KF
478
K2 Financial
California
$946K
PGAM
479
Princeton Global Asset Management
New Jersey
$943K
PSF
480
Pacific Sun Financial
California
$942K
SIMC
481
Squire Investment Management Company
Utah
$930K
FPWM
482
Five Pine Wealth Management
Idaho
$930K
HP
483
Hilltop Partners
Indiana
$923K
BIA
484
Bigelow Investment Advisors
Maine
$921K
CFP
485
Cascade Financial Partners
California
$909K
WMWM
486
Wilkins Miller Wealth Management
Alabama
$909K
MA
487
Mutual Advisors
Nebraska
$906K
APW
488
Aurora Private Wealth
New Jersey
$895K
TFS
489
Thoroughbred Financial Services
Tennessee
$894K
LTL
490
Lowery Thomas LLC
California
$892K
SPC
491
Sigma Planning Corp
Michigan
$890K
FAG
492
Fortitude Advisory Group
Washington
$888K
CPA
493
Clear Point Advisors
New York
$883K
EE
494
EWG Elevate
California
$880K
SWM
495
Silverlake Wealth Management
Vermont
$876K
PCM
496
Pennsylvania Capital Management
Pennsylvania
$873K
WPC
497
Wedmont Private Capital
Pennsylvania
$867K
BJL
498
Brighton Jones LLC
Washington
$861K
RWA
499
Redhawk Wealth Advisors
Minnesota
$855K
KWM
500
Kingsview Wealth Management
Oregon
$852K