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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
KAS
576
KPP Advisory Services
Kentucky
$582K
SQA
577
Simon Quick Advisors
New Jersey
$582K
EFA
578
Evernest Financial Advisors
Indiana
$580K
CWA
579
Continuum Wealth Advisors
New York
$577K
CAM
580
Cozad Asset Management
Illinois
$572K
CNFG
581
Creegan & Nassoura Financial Group
New Hampshire
$571K
SPIA
582
Steward Partners Investment Advisory
New York
$563K
WSWA
583
Warren Street Wealth Advisors
California
$559K
PI
584
PFG Investments
New York
$555K
VC
585
Vicus Capital
Pennsylvania
$552K
RFA
586
Resurgent Financial Advisors
Georgia
$549K
PFP
587
Pinnacle Financial Partners
Tennessee
$548K
SCM
588
Stordahl Capital Management
Colorado
$546K
MT
589
Midwest Trust
Kansas
$545K
CIA
590
Compass Ion Advisors
Pennsylvania
$542K
AC
591
AlphaCore Capital
California
$539K
PWM
592
Parkshore Wealth Management
California
$537K
SPL
593
Smart Portfolios LLC
Washington
$531K
MWM
594
Mission Wealth Management
California
$524K
TCM
595
Twele Capital Management
Minnesota
$523K
HTC
596
Haverford Trust Company
Pennsylvania
$520K
APSI
597
Asset Planning Services Inc
Louisiana
$520K
CA
598
CWC Advisors
Oregon
$518K
JIR
599
James Investment Research
Ohio
$518K
DI
600
Diligent Investors
California
$516K