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Schwab US Mid-Cap ETF

933 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, 332 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: 332 | Existing positions reduced: 385

Holders
933
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
NG
801
NWK Group
California
$139K
FG
802
Fairman Group
Pennsylvania
$138K
KFI
803
Key Financial Inc
Pennsylvania
$138K
ADL
804
Asset Dedication LLC
California
$132K
SFC
805
SYM Financial Corp
Indiana
$121K
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K
CA
807
CoreCap Advisors
Michigan
$120K
S
808
SignatureFD
Georgia
$119K
EA
809
Evolution Advisers
Virginia
$117K
BF
810
BOK Financial
Oklahoma
$116K
BIG
811
Brooklyn Investment Group
New York
$115K
AAP
812
Arax Advisory Partners
Colorado
$115K
CIM
813
Contravisory Investment Management
Massachusetts
$111K
FCT
814
First Community Trust
Iowa
$98.2K
CAL
815
Capital Analysts LLC
Pennsylvania
$98K
Russell Investments Group
816
Russell Investments Group
United Kingdom
$94.2K
OA
817
Operose Advisors
Wisconsin
$92K
BTI
818
Blue Trust Inc
Georgia
$88.5K
TCM
819
Traub Capital Management
Massachusetts
$87.5K
NC
820
North Capital
Utah
$85.5K
AT
821
Arlington Trust
Alabama
$84.2K
TCOV
822
Trust Company of Vermont
Vermont
$83.9K
MBFW
823
Morton Brown Family Wealth
Pennsylvania
$80.8K
GSWM
824
Golden State Wealth Management
California
$76.9K
AA
825
Addison Advisors
Vermont
$75.2K