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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
GIM
776
Glenmede Investment Management
Pennsylvania
$211K
RIM
777
Rockbridge Investment Management
New York
$211K
HIA
778
Harbor Investment Advisory
Maryland
$209K
CST
779
Charles Schwab Trust
Nevada
$208K
SI
780
Shaker Investments
Ohio
$207K
AFA
781
Arlington Financial Advisors
California
$206K
EWM
782
Evercore Wealth Management
New York
$206K
WCFA
783
Walkner Condon Financial Advisors
Wisconsin
$205K
ESB
784
Essex Savings Bank
Connecticut
$205K
TIM
785
Total Investment Management
Arizona
$204K
PWM
786
Peterson Wealth Management
Nevada
$204K
UW
787
Unique Wealth
Florida
$203K
FMN
788
Financial Management Network
California
$202K
CIC
789
Carnegie Investment Counsel
Ohio
$202K
BRWM
790
Blue Rock Wealth Management
North Carolina
$202K
RPA
791
Rock Point Advisors
Vermont
$202K
TWM
792
Topsail Wealth Management
North Carolina
$199K
BA
793
Ballast Advisors
Minnesota
$188K
MA
794
Montag & Associates
Georgia
$186K
BBHC
795
Brown Brothers Harriman & Co
New York
$181K
SWA
796
SOA Wealth Advisors
New York
$169K
MAFA
797
MJT & Associates Financial Advisory
Minnesota
$162K
DSC
798
Duncker Streett & Co
Missouri
$152K
RDFA
799
Ritter Daniher Financial Advisory
Ohio
$145K
BONH
800
Bank of New Hampshire
New Hampshire
$143K