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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
AA
826
Addison Advisors
Vermont
$75.2K
RMP
827
Richards, Merrill & Peterson
Washington
$74.1K
HC
828
Hurley Capital
New York
$73.8K
BIM
829
Breakwater Investment Management
Washington
$71.5K
BHWM
830
Beaird Harris Wealth Management
Texas
$71K
Citigroup
831
Citigroup
New York
$69.7K
OC
832
Oakworth Capital
Alabama
$67.5K
MFC
833
Morris Financial Concepts
South Carolina
$67.3K
WSFS
834
Wilmington Savings Fund Society
Delaware
$67.3K
AssetMark Inc
835
AssetMark Inc
California
$63.5K
PCM
836
Palouse Capital Management
Washington
$60.9K
GWSA
837
Global Wealth Strategies & Associates
Colorado
$60.4K
WB
838
Webster Bank
Connecticut
$59.7K
LWA
839
Lowe Wealth Advisors
Maryland
$59.6K
IRC
840
Investors Research Corp
Georgia
$59.2K
BC
841
Bulwark Capital
Florida
$57.8K
MEG
842
Millstone Evans Group
Colorado
$56.2K
NEWAS
843
N.E.W. Advisory Services
Wisconsin
$56K
VWM
844
Vermillion Wealth Management
Minnesota
$53.9K
SC
845
Stephens Consulting
Michigan
$53.2K
HFS
846
Hantz Financial Services
Michigan
$51K
BA
847
Bellwether Advisors
Nebraska
$48.5K
OP
848
ORG Partners
Indiana
$47.5K
FF
849
Finley Financial
Nevada
$46.8K
JHCP
850
Jackson Hole Capital Partners
Oklahoma
$46.3K