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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
SAM
651
Smartleaf Asset Management
Massachusetts
$389K
M&T Bank
652
M&T Bank
New York
$388K
AP
653
Appleton Partners
Massachusetts
$387K
EA
654
Enclave Advisors
Texas
$384K
AIM
655
Advyzon Investment Management
Illinois
$381K
GWANC
656
Guardian Wealth Advisors (North Carolina)
North Carolina
$380K
RWM
657
RBA Wealth Management
California
$379K
GCA
658
Genesee Capital Advisors
New York
$379K
MWM
659
MBE Wealth Management
Wisconsin
$371K
PWM
660
Paulson Wealth Management
Illinois
$371K
FCM
661
Firestone Capital Management
Florida
$370K
FRA
662
Frank Rimerman Advisors
California
$368K
FWP
663
Falcon Wealth Planning
California
$367K
MCM
664
Mitchell Capital Management
Kansas
$365K
GA
665
Goldstein Advisors
Wisconsin
$365K
HCA
666
Harbour Capital Advisors
Virginia
$364K
LAIC
667
Lederer & Associates Investment Counsel
California
$361K
NAS
668
NWF Advisory Services
California
$361K
EWM
669
Empirical Wealth Management
Washington
$360K
BI
670
Berkeley Inc
Idaho
$356K
LKIM
671
Lawson Kroeker Investment Management
Nebraska
$353K
SAW
672
Signal Advisors Wealth
Michigan
$349K
SWM
673
Selective Wealth Management
Virginia
$346K
KPWS
674
Kestra Private Wealth Services
Texas
$342K
CIAS
675
Capital Investment Advisory Services
North Carolina
$341K