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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
Corient Private Wealth
51
Corient Private Wealth
Florida
$18M
SIC
52
Salem Investment Counselors
North Carolina
$17.6M
EL
53
Essex LLC
Illinois
$17.6M
PMFA
54
Plante Moran Financial Advisors
Michigan
$17.6M
BSB
55
Bangor Savings Bank
Maine
$17.5M
MFGP
56
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.5M
BFG
57
Bleakley Financial Group
New Jersey
$17.4M
JIC
58
Johnson Investment Counsel
Ohio
$17.1M
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$17.1M
SFA
60
Seneca Financial Advisors
New York
$16.7M
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$15.9M
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$15.7M
FWP
63
FAS Wealth Partners
Kansas
$15.7M
FNC
64
First National Corp
Massachusetts
$15.6M
AMG
65
Asset Management Group
Connecticut
$15.2M
RCM
66
Richardson Capital Management
Wisconsin
$15.2M
MCM
67
MAI Capital Management
Ohio
$15M
SFP
68
Sherwood Financial Partners
California
$14.6M
TSWM
69
Triangle Securities Wealth Management
North Carolina
$14.5M
PSP
70
Pacific Sage Partners
Washington
$14.4M
Wells Fargo
71
Wells Fargo
California
$14.3M
Goldman Sachs
72
Goldman Sachs
New York
$14.1M
HWA
73
HHM Wealth Advisors
Tennessee
$14M
PAI
74
Pittenger & Anderson Inc
Nebraska
$14M
BEI
75
Benjamin Edwards Inc
Missouri
$14M