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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
HIM
676
Harbour Investment Management
Washington
$341K
BCI
677
Brinker Capital Investments
Pennsylvania
$341K
TIP
678
Tandem Investment Partners
New Jersey
$340K
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$339K
KJWM
680
Kiley Juergens Wealth Management
Washington
$337K
BB
681
Busey Bank
Illinois
$336K
CCB
682
Country Club Bank
Missouri
$335K
GWAM
683
Guardian Wealth Advisors (Minnesota)
Minnesota
$335K
ACM
684
Armbruster Capital Management
New York
$334K
TWM
685
Triton Wealth Management
Arizona
$333K
FWM
686
Fingerlakes Wealth Management
New York
$333K
RBCM
687
Raub Brock Capital Management
California
$333K
KFSN
688
Keystone Financial Services (Nebraska)
Nebraska
$331K
M
689
MOTCO
Texas
$330K
BWA
690
Beam Wealth Advisors
Louisiana
$329K
PWMG
691
Prestige Wealth Management Group
New Jersey
$329K
CAL
692
Capital Advisors Ltd
Ohio
$329K
KWS
693
Keystone Wealth Services
California
$328K
PMSA
694
Patrick M. Sweeney & Associates
Illinois
$327K
XPN
695
XY Planning Network
Montana
$327K
PWM
696
Praetorian Wealth Management
California
$326K
EWM
697
Elmwood Wealth Management
California
$322K
Comerica Bank
698
Comerica Bank
Texas
$321K
KFS
699
Kaizen Financial Strategies
California
$319K
AA
700
Ancora Advisors
Ohio
$318K