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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
NL
501
NWAM LLC
Washington
$848K
SSWG
502
Seven Springs Wealth Group
Tennessee
$842K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$842K
OIS
504
Okabena Investment Services
Minnesota
$833K
CG
505
Cynosure Group
Utah
$827K
AWS
506
Atria Wealth Solutions
New York
$823K
FNBT
507
FineMark National Bank & Trust
Florida
$822K
BL
508
BCWM LLC
Kansas
$820K
WPA
509
West Paces Advisors
Georgia
$818K
Bank of New York Mellon
510
Bank of New York Mellon
New York
$817K
AWE
511
Avidian Wealth Enterprises
Texas
$814K
NB
512
NBT Bank
New York
$806K
CPL
513
CAP Partners LLC
Tennessee
$803K
SEM
514
Strategic Equity Management
Arizona
$801K
NWMG
515
National Wealth Management Group
Ohio
$788K
S
516
Sachetta
Massachusetts
$787K
BWA
517
BlueChip Wealth Advisors
Georgia
$786K
MCA
518
Midwest Capital Advisors
Michigan
$777K
DAS
519
Diversify Advisory Services
Utah
$775K
RPGK
520
Retirement Planning Group (Kansas)
Kansas
$765K
PFS
521
Prospera Financial Services
Texas
$759K
FLPIM
522
F.L. Putnam Investment Management
Massachusetts
$758K
Lido Advisors
523
Lido Advisors
California
$756K
OBWG
524
Onyx Bridge Wealth Group
New York
$753K
RMF
525
Red Mountain Financial
Colorado
$752K