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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
PI
601
Pachira Investments
California
$509K
CFG
602
Chapman Financial Group
Hawaii
$508K
OPWM
603
Oakwell Private Wealth Management
Texas
$507K
RZH
604
Relyea Zuckerberg Hanson
Connecticut
$505K
SWP
605
Stratos Wealth Partners
Ohio
$504K
MS
606
Madden Securities
Texas
$503K
HWA
607
Heartwood Wealth Advisors
Virginia
$501K
LFAS
608
Level Four Advisory Services
Texas
$501K
PB
609
Pinnacle Bancorp
Nebraska
$500K
QCM
610
Quantinno Capital Management
New York
$497K
MCM
611
Mendel Capital Management
Arkansas
$493K
CAG
612
Curtis Advisory Group
California
$492K
FRA
613
Front Row Advisors
California
$485K
PL
614
Plancorp LLC
Missouri
$480K
HT
615
Heritage Trust
Oklahoma
$480K
YIH
616
Y-Intercept (HK)
Hong Kong
$478K
MWA
617
Motive Wealth Advisors
Michigan
$476K
PPWM
618
Perissos Private Wealth Management
Oklahoma
$473K
WF
619
Whelan Financial
California
$470K
IPWA
620
International Private Wealth Advisors
California
$467K
ETC
621
Exchange Traded Concepts
Oklahoma
$464K
PCM
622
Parsons Capital Management
Rhode Island
$464K
CWM
623
Castle Wealth Management
Florida
$462K
GG
624
Greenwood Gearhart
Arkansas
$460K
BFG
625
Berger Financial Group
Minnesota
$457K