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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
CMP
851
Coston McIsaac & Partners
Maine
$44K
OHWP
852
Oak Harbor Wealth Partners
North Carolina
$43.8K
MAWAG
853
Mid-American Wealth Advisory Group
Missouri
$42.1K
GWM
854
Geneos Wealth Management
Colorado
$41.5K
DF
855
DecisionPoint Financial
Arizona
$39.9K
RF
856
Roxbury Financial
New Jersey
$38.5K
CCMI
857
Creative Capital Management Investments
California
$37.5K
UB
858
UMB Bank
Missouri
$37.1K
GWS
859
Glassman Wealth Services
Virginia
$36.5K
PCA
860
Providence Capital Advisors
North Carolina
$36.1K
SIS
861
Sound Income Strategies
Florida
$31.5K
CI
862
Cordant Inc
Oregon
$30.5K
NS
863
NBC Securities
Alabama
$30K
BCM
864
Blume Capital Management
California
$29.5K
EWA
865
EverSource Wealth Advisors
Alabama
$28.9K
TC
866
Truvestments Capital
Florida
$27.8K
AP
867
Atwood & Palmer
Missouri
$24.8K
EWA
868
Elevate Wealth Advisory
Georgia
$22.1K
RIL
869
Rothschild Investment LLC
Illinois
$21.9K
PWAM
870
Private Wealth Asset Management
Iowa
$21.4K
CAM
871
Costello Asset Management
Pennsylvania
$20.7K
CTC
872
Central Trust Company
Missouri
$20.3K
CT
873
Clearstead Trust
Maine
$20.3K
HHGA
874
Halbert Hargrove Global Advisors
California
$18.3K
National Bank of Canada
875
National Bank of Canada
Quebec, Canada
$18.3K