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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
AA
701
Ancora Advisors
Ohio
$318K
HCMT
702
Highland Capital Management (Tennessee)
Tennessee
$314K
CBA
703
Coastal Bridge Advisors
Connecticut
$313K
BlackRock
704
BlackRock
New York
$312K
RWM
705
RMG Wealth Management
Wisconsin
$310K
AFA
706
American Financial Advisors
Georgia
$307K
CF
707
Centaurus Financial
California
$300K
VCA
708
Verdence Capital Advisors
Maryland
$298K
HL
709
HeadInvest LLC
Maine
$296K
RBC
710
Romano Brothers & Co
Illinois
$294K
OIA
711
Optimum Investment Advisors
Illinois
$294K
AO
712
Advisor OS
Illinois
$288K
SIS
713
Strategic Investment Solutions
Illinois
$287K
BW
714
Balance Wealth
Ohio
$286K
KWM
715
KMT Wealth Management
California
$286K
TWP
716
Total Wealth Planning
Ohio
$285K
PAMG
717
Patton Albertson Miller Group
Tennessee
$284K
OPA
718
Old Port Advisors
Maine
$283K
CA
719
Calton & Associates
Florida
$282K
CTA
720
Colonial Trust Advisors
South Carolina
$278K
PIM
721
Penobscot Investment Management
Massachusetts
$275K
ACA
722
Ascension Capital Advisors
Texas
$275K
HIP
723
HUB Investment Partners
Texas
$272K
EAM
724
Everstar Asset Management
North Carolina
$271K
CT
725
Caldwell Trust
Florida
$271K