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