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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
AA
526
Alesco Advisors
New York
$751K
GFA
527
Gallagher Fiduciary Advisors
Illinois
$747K
YIA
528
YHB Investment Advisors
Connecticut
$742K
AAG
529
Armstrong Advisory Group
Massachusetts
$742K
TAM
530
Townsend Asset Management
North Carolina
$737K
WPW
531
Watershed Private Wealth
Illinois
$735K
AAS
532
Ameritas Advisory Services
Nebraska
$726K
SCP
533
Stevens Capital Partners
Nebraska
$723K
Millennium Management
534
Millennium Management
New York
$723K
PAM
535
Pegasus Asset Management
New York
$722K
EFM
536
Eley Financial Management
Vermont
$721K
PA
537
Planning Alternatives
Michigan
$710K
JCFM
538
JBR Co Financial Management
Oklahoma
$707K
SAG
539
SageView Advisory Group
California
$703K
HA
540
Harfst & Associates
Wyoming
$701K
FIA
541
Foundations Investment Advisors
Arizona
$701K
EWM
542
Evermay Wealth Management
Virginia
$699K
JF
543
Joule Financial
Kentucky
$698K
HNB
544
Huntington National Bank
Ohio
$694K
BAM
545
Belpointe Asset Management
Nevada
$693K
FCA
546
Fortis Capital Advisors
Kansas
$693K
WI
547
Westbourne Investments
Virginia
$691K
SIM
548
Sims Investment Management
Ohio
$688K
MA
549
Modus Advisors
Minnesota
$683K
AWM
550
Arista Wealth Management
Nevada
$674K