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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
KFA
751
Kelleher Financial Advisors
New York
$229K
SCA
752
Snowden Capital Advisors
New York
$229K
FFS
753
Flavin Financial Services
Florida
$229K
BMD
754
Better Money Decisions
New Mexico
$229K
HGWM
755
Horst & Graben Wealth Management
Oregon
$227K
NCM
756
Next Capital Management
New York
$227K
MIP
757
Marietta Investment Partners
Wisconsin
$227K
SWA
758
Sax Wealth Advisors
New Jersey
$226K
IPA
759
Investment Planning Advisors
Georgia
$226K
AW
760
Avion Wealth
Texas
$225K
SC
761
Scotia Capital
Ontario, Canada
$225K
VBFP
762
Valtinson Bruner Financial Planning
Minnesota
$224K
FM
763
Family Management
New York
$221K
FNT
764
First National Trust
Pennsylvania
$221K
ODIJL
765
One Day In July LLC
Vermont
$221K
MWP
766
Meriwether Wealth & Planning
Louisiana
$220K
SI
767
Stephens Inc
Arkansas
$218K
HWM
768
Heirloom Wealth Management
Colorado
$217K
RWM
769
Revisor Wealth Management
Ohio
$217K
KeyBank National Association
770
KeyBank National Association
Ohio
$217K
LC
771
LCNB Corp
Ohio
$215K
PA
772
Procyon Advisors
Connecticut
$214K
AT
773
American Trust
Kentucky
$213K
RF
774
Robbins Farley
New Hampshire
$212K
CFG
775
Clayton Financial Group
Missouri
$212K