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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
RMF
526
Red Mountain Financial
Colorado
$752K
AA
527
Alesco Advisors
New York
$751K
GFA
528
Gallagher Fiduciary Advisors
Illinois
$747K
YIA
529
YHB Investment Advisors
Connecticut
$742K
AAG
530
Armstrong Advisory Group
Massachusetts
$742K
TAM
531
Townsend Asset Management
North Carolina
$737K
WPW
532
Watershed Private Wealth
Illinois
$735K
AAS
533
Ameritas Advisory Services
Nebraska
$726K
SCP
534
Stevens Capital Partners
Nebraska
$723K
Millennium Management
535
Millennium Management
New York
$723K
PAM
536
Pegasus Asset Management
New York
$722K
EFM
537
Eley Financial Management
Vermont
$721K
PA
538
Planning Alternatives
Michigan
$710K
JCFM
539
JBR Co Financial Management
Oklahoma
$707K
SAG
540
SageView Advisory Group
California
$703K
HA
541
Harfst & Associates
Wyoming
$701K
FIA
542
Foundations Investment Advisors
Arizona
$701K
EWM
543
Evermay Wealth Management
Virginia
$699K
JF
544
Joule Financial
Kentucky
$698K
HNB
545
Huntington National Bank
Ohio
$694K
BAM
546
Belpointe Asset Management
Nevada
$693K
FCA
547
Fortis Capital Advisors
Kansas
$693K
WI
548
Westbourne Investments
Virginia
$691K
SIM
549
Sims Investment Management
Ohio
$688K
MA
550
Modus Advisors
Minnesota
$683K