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Schwab US Mid-Cap ETF

933 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 83 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
933
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
AWM
551
Arista Wealth Management
Nevada
$674K
MPIA
552
Milestones Private Investment Advisors
New York
$668K
NA
553
Nautilus Advisors
California
$666K
TA
554
TPG Advisors
Illinois
$664K
Brown Advisory
555
Brown Advisory
Maryland
$661K
CHA
556
Cooper/Haims Advisors
New York
$655K
SWA
557
Stratos Wealth Advisors
Ohio
$653K
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$642K
SF
559
Synovus Financial
Georgia
$636K
HI
560
Hendershot Investments
Virginia
$635K
BFO
561
Biltmore Family Office
North Carolina
$617K
WBCM
562
Wilson & Boucher Capital Management
California
$617K
AC
563
Apella Capital
Connecticut
$617K
CW
564
Cooksen Wealth
Texas
$612K
AIM
565
Aspen Investment Management
Michigan
$612K
VF
566
Vestment Financial
Minnesota
$612K
RA
567
RFG Advisory
Alabama
$611K
GC
568
Grimes & Company
Massachusetts
$609K
PS
569
Principal Securities
Iowa
$608K
AUB
570
Atlantic Union Bankshares
Virginia
$598K
LF
571
LifePlan Financial
Minnesota
$595K
PRS
572
Pinkerton Retirement Specialists
Idaho
$592K
SIA
573
SeaBridge Investment Advisors
New Jersey
$587K
RA
574
Ruggaard & Associates
Ohio
$584K
AGA
575
Arkos Global Advisors
Texas
$583K