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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
FG
801
Fairman Group
Pennsylvania
$138K
KFI
802
Key Financial Inc
Pennsylvania
$138K
ADL
803
Asset Dedication LLC
California
$132K
SFC
804
SYM Financial Corp
Indiana
$121K
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K
CA
806
CoreCap Advisors
Michigan
$120K
S
807
SignatureFD
Georgia
$119K
EA
808
Evolution Advisers
Virginia
$117K
BF
809
BOK Financial
Oklahoma
$116K
BIG
810
Brooklyn Investment Group
New York
$115K
AAP
811
Arax Advisory Partners
Colorado
$115K
CIM
812
Contravisory Investment Management
Massachusetts
$111K
FCT
813
First Community Trust
Iowa
$98.2K
CAL
814
Capital Analysts LLC
Pennsylvania
$98K
Russell Investments Group
815
Russell Investments Group
United Kingdom
$94.2K
OA
816
Operose Advisors
Wisconsin
$92K
BTI
817
Blue Trust Inc
Georgia
$88.5K
TCM
818
Traub Capital Management
Massachusetts
$87.5K
NC
819
North Capital
Utah
$85.5K
AT
820
Arlington Trust
Alabama
$84.2K
TCOV
821
Trust Company of Vermont
Vermont
$83.9K
MBFW
822
Morton Brown Family Wealth
Pennsylvania
$80.8K
GSWM
823
Golden State Wealth Management
California
$76.9K
AA
824
Addison Advisors
Vermont
$75.2K
RMP
825
Richards, Merrill & Peterson
Washington
$74.1K