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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
PK
801
Pflug Koory
Nebraska
$143K
NG
802
NWK Group
California
$139K
FG
803
Fairman Group
Pennsylvania
$138K
KFI
804
Key Financial Inc
Pennsylvania
$138K
ADL
805
Asset Dedication LLC
California
$132K
SFC
806
SYM Financial Corp
Indiana
$121K
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K
CA
808
CoreCap Advisors
Michigan
$120K
S
809
SignatureFD
Georgia
$119K
EA
810
Evolution Advisers
Virginia
$117K
BF
811
BOK Financial
Oklahoma
$116K
BIG
812
Brooklyn Investment Group
New York
$115K
AAP
813
Arax Advisory Partners
Colorado
$115K
CIM
814
Contravisory Investment Management
Massachusetts
$111K
FCT
815
First Community Trust
Iowa
$98.2K
CAL
816
Capital Analysts LLC
Pennsylvania
$98K
Russell Investments Group
817
Russell Investments Group
United Kingdom
$94.2K
OA
818
Operose Advisors
Wisconsin
$92K
BTI
819
Blue Trust Inc
Georgia
$88.5K
TCM
820
Traub Capital Management
Massachusetts
$87.5K
NC
821
North Capital
Utah
$85.5K
AT
822
Arlington Trust
Alabama
$84.2K
TCOV
823
Trust Company of Vermont
Vermont
$83.9K
MBFW
824
Morton Brown Family Wealth
Pennsylvania
$80.8K
GSWM
825
Golden State Wealth Management
California
$76.9K