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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
RMP
826
Richards, Merrill & Peterson
Washington
$74.1K
HC
827
Hurley Capital
New York
$73.8K
BIM
828
Breakwater Investment Management
Washington
$71.5K
BHWM
829
Beaird Harris Wealth Management
Texas
$71K
Citigroup
830
Citigroup
New York
$69.7K
OC
831
Oakworth Capital
Alabama
$67.5K
MFC
832
Morris Financial Concepts
South Carolina
$67.3K
WSFS
833
Wilmington Savings Fund Society
Delaware
$67.3K
AssetMark Inc
834
AssetMark Inc
California
$63.5K
PCM
835
Palouse Capital Management
Washington
$60.9K
GWSA
836
Global Wealth Strategies & Associates
Colorado
$60.4K
WB
837
Webster Bank
Connecticut
$59.7K
LWA
838
Lowe Wealth Advisors
Maryland
$59.6K
IRC
839
Investors Research Corp
Georgia
$59.2K
BC
840
Bulwark Capital
Florida
$57.8K
MEG
841
Millstone Evans Group
Colorado
$56.2K
NEWAS
842
N.E.W. Advisory Services
Wisconsin
$56K
VWM
843
Vermillion Wealth Management
Minnesota
$53.9K
SC
844
Stephens Consulting
Michigan
$53.2K
HFS
845
Hantz Financial Services
Michigan
$51K
BA
846
Bellwether Advisors
Nebraska
$48.5K
OP
847
ORG Partners
Indiana
$47.5K
FF
848
Finley Financial
Nevada
$46.8K
JHCP
849
Jackson Hole Capital Partners
Oklahoma
$46.3K
NSIM
850
North Star Investment Management
Illinois
$44.6K