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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
P
726
&Partners
Tennessee
$268K
AR
727
Apeiron RIA
Texas
$268K
FFS
728
Founders Financial Securities
Maryland
$267K
ONB
729
Old National Bancorp
Indiana
$267K
AFG
730
Albion Financial Group
Utah
$266K
DT
731
Diversified Trust
Tennessee
$265K
CSIC
732
Clifford Swan Investment Counsel
California
$265K
FWA
733
FSM Wealth Advisors
Ohio
$264K
AC
734
AWM Capital
Arizona
$260K
SAM
735
Sherman Asset Management
California
$258K
BMO
736
Beck Mack & Oliver
New York
$257K
CIBC Private Wealth Group
737
CIBC Private Wealth Group
Georgia
$255K
P
738
Pitcairn
Pennsylvania
$254K
FNBOMD
739
First National Bank of Mount Dora
Florida
$252K
FF
740
Farnam Financial
Arizona
$249K
IAA
741
Independent Advisor Alliance
North Carolina
$246K
CCA
742
Clarity Capital Advisors
Florida
$245K
Empower Advisory Group
743
Empower Advisory Group
Colorado
$244K
MOS
744
MGO One Seven
Ohio
$243K
FD
745
Financial Designs
California
$236K
ZIM
746
Zacks Investment Management
Illinois
$236K
AFTS
747
American Financial & Tax Strategies
New York
$236K
MCCP
748
Mission Creek Capital Partners
California
$234K
TSS
749
Two Sigma Securities
New York
$231K
KFA
750
Kelleher Financial Advisors
New York
$229K