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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
CIAS
676
Capital Investment Advisory Services
North Carolina
$341K
HIM
677
Harbour Investment Management
Washington
$341K
BCI
678
Brinker Capital Investments
Pennsylvania
$341K
TIP
679
Tandem Investment Partners
New Jersey
$340K
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$339K
KJWM
681
Kiley Juergens Wealth Management
Washington
$337K
BB
682
Busey Bank
Illinois
$336K
CCB
683
Country Club Bank
Missouri
$335K
GWAM
684
Guardian Wealth Advisors (Minnesota)
Minnesota
$335K
ACM
685
Armbruster Capital Management
New York
$334K
TWM
686
Triton Wealth Management
Arizona
$333K
FWM
687
Fingerlakes Wealth Management
New York
$333K
RBCM
688
Raub Brock Capital Management
California
$333K
KFSN
689
Keystone Financial Services (Nebraska)
Nebraska
$331K
M
690
MOTCO
Texas
$330K
BWA
691
Beam Wealth Advisors
Louisiana
$329K
PWMG
692
Prestige Wealth Management Group
New Jersey
$329K
CAL
693
Capital Advisors Ltd
Ohio
$329K
KWS
694
Keystone Wealth Services
California
$328K
PMSA
695
Patrick M. Sweeney & Associates
Illinois
$327K
XPN
696
XY Planning Network
Montana
$327K
PWM
697
Praetorian Wealth Management
California
$326K
EWM
698
Elmwood Wealth Management
California
$322K
Comerica Bank
699
Comerica Bank
Texas
$321K
KFS
700
Kaizen Financial Strategies
California
$319K