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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
TPCW
601
TD Private Client Wealth
New York
$510K
PI
602
Pachira Investments
California
$509K
CFG
603
Chapman Financial Group
Hawaii
$508K
OPWM
604
Oakwell Private Wealth Management
Texas
$507K
RZH
605
Relyea Zuckerberg Hanson
Connecticut
$505K
SWP
606
Stratos Wealth Partners
Ohio
$504K
MS
607
Madden Securities
Texas
$503K
HWA
608
Heartwood Wealth Advisors
Virginia
$501K
LFAS
609
Level Four Advisory Services
Texas
$501K
PB
610
Pinnacle Bancorp
Nebraska
$500K
QCM
611
Quantinno Capital Management
New York
$497K
MCM
612
Mendel Capital Management
Arkansas
$493K
CAG
613
Curtis Advisory Group
California
$492K
FRA
614
Front Row Advisors
California
$485K
PL
615
Plancorp LLC
Missouri
$480K
HT
616
Heritage Trust
Oklahoma
$480K
YIH
617
Y-Intercept (HK)
Hong Kong
$478K
MWA
618
Motive Wealth Advisors
Michigan
$476K
PPWM
619
Perissos Private Wealth Management
Oklahoma
$473K
WF
620
Whelan Financial
California
$470K
IPWA
621
International Private Wealth Advisors
California
$467K
ETC
622
Exchange Traded Concepts
Oklahoma
$464K
PCM
623
Parsons Capital Management
Rhode Island
$464K
CWM
624
Castle Wealth Management
Florida
$462K
GG
625
Greenwood Gearhart
Arkansas
$460K