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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
DCM
726
Donaldson Capital Management
Indiana
$268K
P
727
&Partners
Tennessee
$268K
AR
728
Apeiron RIA
Texas
$268K
FFS
729
Founders Financial Securities
Maryland
$267K
ONB
730
Old National Bancorp
Indiana
$267K
AFG
731
Albion Financial Group
Utah
$266K
DT
732
Diversified Trust
Tennessee
$265K
CSIC
733
Clifford Swan Investment Counsel
California
$265K
FWA
734
FSM Wealth Advisors
Ohio
$264K
AC
735
AWM Capital
Arizona
$260K
SAM
736
Sherman Asset Management
California
$258K
BMO
737
Beck Mack & Oliver
New York
$257K
CIBC Private Wealth Group
738
CIBC Private Wealth Group
Georgia
$255K
P
739
Pitcairn
Pennsylvania
$254K
FNBOMD
740
First National Bank of Mount Dora
Florida
$252K
FF
741
Farnam Financial
Arizona
$249K
IAA
742
Independent Advisor Alliance
North Carolina
$246K
CCA
743
Clarity Capital Advisors
Florida
$245K
Empower Advisory Group
744
Empower Advisory Group
Colorado
$244K
MOS
745
MGO One Seven
Ohio
$243K
FD
746
Financial Designs
California
$236K
ZIM
747
Zacks Investment Management
Illinois
$236K
AFTS
748
American Financial & Tax Strategies
New York
$236K
MCCP
749
Mission Creek Capital Partners
California
$234K
TSS
750
Two Sigma Securities
New York
$231K