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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
FT
476
Fiduciary Trust
Massachusetts
$959K
SC
477
SouthState Corp
Florida
$958K
FPAS
478
Focus Partners Advisor Solutions
Missouri
$954K
KF
479
K2 Financial
California
$946K
PGAM
480
Princeton Global Asset Management
New Jersey
$943K
PSF
481
Pacific Sun Financial
California
$942K
SIMC
482
Squire Investment Management Company
Utah
$930K
FPWM
483
Five Pine Wealth Management
Idaho
$930K
HP
484
Hilltop Partners
Indiana
$923K
BIA
485
Bigelow Investment Advisors
Maine
$921K
CFP
486
Cascade Financial Partners
California
$909K
WMWM
487
Wilkins Miller Wealth Management
Alabama
$909K
MA
488
Mutual Advisors
Nebraska
$906K
APW
489
Aurora Private Wealth
New Jersey
$895K
TFS
490
Thoroughbred Financial Services
Tennessee
$894K
LTL
491
Lowery Thomas LLC
California
$892K
SPC
492
Sigma Planning Corp
Michigan
$890K
FAG
493
Fortitude Advisory Group
Washington
$888K
CPA
494
Clear Point Advisors
New York
$883K
EE
495
EWG Elevate
California
$880K
SWM
496
Silverlake Wealth Management
Vermont
$876K
PCM
497
Pennsylvania Capital Management
Pennsylvania
$873K
WPC
498
Wedmont Private Capital
Pennsylvania
$867K
BJL
499
Brighton Jones LLC
Washington
$861K
RWA
500
Redhawk Wealth Advisors
Minnesota
$855K