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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
NSIM
851
North Star Investment Management
Illinois
$44.6K
CMP
852
Coston McIsaac & Partners
Maine
$44K
OHWP
853
Oak Harbor Wealth Partners
North Carolina
$43.8K
MAWAG
854
Mid-American Wealth Advisory Group
Missouri
$42.1K
GWM
855
Geneos Wealth Management
Colorado
$41.5K
DF
856
DecisionPoint Financial
Arizona
$39.9K
RF
857
Roxbury Financial
New Jersey
$38.5K
CCMI
858
Creative Capital Management Investments
California
$37.5K
UB
859
UMB Bank
Missouri
$37.1K
GWS
860
Glassman Wealth Services
Virginia
$36.5K
PCA
861
Providence Capital Advisors
North Carolina
$36.1K
SIS
862
Sound Income Strategies
Florida
$31.5K
CI
863
Cordant Inc
Oregon
$30.5K
NS
864
NBC Securities
Alabama
$30K
BCM
865
Blume Capital Management
California
$29.5K
EWA
866
EverSource Wealth Advisors
Alabama
$28.9K
TC
867
Truvestments Capital
Florida
$27.8K
AP
868
Atwood & Palmer
Missouri
$24.8K
EWA
869
Elevate Wealth Advisory
Georgia
$22.1K
RIL
870
Rothschild Investment LLC
Illinois
$21.9K
PWAM
871
Private Wealth Asset Management
Iowa
$21.4K
TAM
872
Tucker Asset Management
Colorado
$20.9K
CAM
873
Costello Asset Management
Pennsylvania
$20.7K
CTC
874
Central Trust Company
Missouri
$20.3K
CT
875
Clearstead Trust
Maine
$20.3K