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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
AWM
626
AE Wealth Management
Kansas
$457K
DWM
627
David Wealth Management
Virginia
$451K
SWM
628
Spire Wealth Management
Virginia
$450K
CA
629
Continuum Advisory
Idaho
$449K
PTC
630
Private Trust Company
Ohio
$448K
MCP
631
Mirador Capital Partners
California
$445K
AL
632
Aspiriant LLC
California
$440K
BRWA
633
B. Riley Wealth Advisors
Florida
$436K
MF
634
Meridian Financial
Massachusetts
$436K
PCM
635
Park Capital Management
Wisconsin
$427K
TFP
636
Tilia Fiduciary Partners
North Carolina
$427K
LFG
637
Leverty Financial Group
Wisconsin
$422K
BAM
638
Bosun Asset Management
Illinois
$421K
AIM
639
Acropolis Investment Management
Missouri
$421K
LCM
640
Liberty Capital Management
Michigan
$418K
CIS
641
Continental Investors Services
Washington
$414K
BW
642
BIP Wealth
Georgia
$412K
NW
643
NewEdge Wealth
Pennsylvania
$411K
AWG
644
Altus Wealth Group
Colorado
$411K
FC
645
FCA Corp
Texas
$408K
MIA
646
MeadowBrook Investment Advisors
Michigan
$406K
HC
647
Hamilton Capital
Ohio
$399K
Bank of Montreal
648
Bank of Montreal
Ontario, Canada
$398K
FVIM
649
Fort Vancouver Investment Management
Washington
$398K
ACA
650
Aspire Capital Advisors
Washington
$392K