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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
HC
826
Hurley Capital
New York
$73.8K
BIM
827
Breakwater Investment Management
Washington
$71.5K
BHWM
828
Beaird Harris Wealth Management
Texas
$71K
Citigroup
829
Citigroup
New York
$69.7K
OC
830
Oakworth Capital
Alabama
$67.5K
MFC
831
Morris Financial Concepts
South Carolina
$67.3K
WSFS
832
Wilmington Savings Fund Society
Delaware
$67.3K
AssetMark Inc
833
AssetMark Inc
California
$63.5K
PCM
834
Palouse Capital Management
Washington
$60.9K
GWSA
835
Global Wealth Strategies & Associates
Colorado
$60.4K
WB
836
Webster Bank
Connecticut
$59.7K
LWA
837
Lowe Wealth Advisors
Maryland
$59.6K
IRC
838
Investors Research Corp
Georgia
$59.2K
BC
839
Bulwark Capital
Florida
$57.8K
MEG
840
Millstone Evans Group
Colorado
$56.2K
NEWAS
841
N.E.W. Advisory Services
Wisconsin
$56K
VWM
842
Vermillion Wealth Management
Minnesota
$53.9K
SC
843
Stephens Consulting
Michigan
$53.2K
HFS
844
Hantz Financial Services
Michigan
$51K
BA
845
Bellwether Advisors
Nebraska
$48.5K
OP
846
ORG Partners
Indiana
$47.5K
FF
847
Finley Financial
Nevada
$46.8K
JHCP
848
Jackson Hole Capital Partners
Oklahoma
$46.3K
NSIM
849
North Star Investment Management
Illinois
$44.6K
CMP
850
Coston McIsaac & Partners
Maine
$44K