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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
KWM
501
Kingsview Wealth Management
Oregon
$852K
NL
502
NWAM LLC
Washington
$848K
SSWG
503
Seven Springs Wealth Group
Tennessee
$842K
PFBT
504
Parkside Financial Bank & Trust
Missouri
$842K
OIS
505
Okabena Investment Services
Minnesota
$833K
CG
506
Cynosure Group
Utah
$827K
AWS
507
Atria Wealth Solutions
New York
$823K
FNBT
508
FineMark National Bank & Trust
Florida
$822K
BL
509
BCWM LLC
Kansas
$820K
WPA
510
West Paces Advisors
Georgia
$818K
Bank of New York Mellon
511
Bank of New York Mellon
New York
$817K
AWE
512
Avidian Wealth Enterprises
Texas
$814K
NB
513
NBT Bank
New York
$806K
CPL
514
CAP Partners LLC
Tennessee
$803K
SEM
515
Strategic Equity Management
Arizona
$801K
NWMG
516
National Wealth Management Group
Ohio
$788K
S
517
Sachetta
Massachusetts
$787K
BWA
518
BlueChip Wealth Advisors
Georgia
$786K
MCA
519
Midwest Capital Advisors
Michigan
$777K
DAS
520
Diversify Advisory Services
Utah
$775K
RPGK
521
Retirement Planning Group (Kansas)
Kansas
$765K
PFS
522
Prospera Financial Services
Texas
$759K
FLPIM
523
F.L. Putnam Investment Management
Massachusetts
$758K
Lido Advisors
524
Lido Advisors
California
$756K
OBWG
525
Onyx Bridge Wealth Group
New York
$753K