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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
MSG
876
Main Street Group
Virginia
$17.9K
GWM
877
GSB Wealth Management
Connecticut
$17K
HCM
878
Hollencrest Capital Management
California
$16.6K
AWM
879
Angeles Wealth Management
California
$15.7K
PC
880
Promus Capital
Illinois
$15.6K
AWM
881
Accredited Wealth Management
Kentucky
$14.1K
JFG
882
JDM Financial Group
Texas
$13.5K
BCMLT
883
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
DI
884
DAGCO Inc
Ohio
$12.8K
AG
885
AmeriFlex Group
Nevada
$11.9K
ME
886
McIlrath & Eck
Washington
$11.1K
AEPWM
887
Atlantic Edge Private Wealth Management
Florida
$11K
DRP
888
Decker Retirement Planning
Utah
$10.8K
Qube Research & Technologies (QRT)
889
Qube Research & Technologies (QRT)
United Kingdom
$10.7K
PIS
890
POM Investment Strategies
North Carolina
$10.5K
TCM
891
Tradewinds Capital Management
Washington
$10.4K
HCM
892
Horrell Capital Management
Arkansas
$10.1K
VWM
893
Valley Wealth Managers
New Jersey
$9.82K
RI
894
Ridgewood Investments
New Jersey
$9.59K
SL
895
Salomon & Ludwin
Virginia
$8.82K
EWM
896
Evolution Wealth Management
Florida
$8.41K
AWM
897
Atticus Wealth Management
Florida
$8.26K
AIC
898
Archer Investment Corporation
Indiana
$8.17K
CT
899
Colonial Trust
South Carolina
$7.99K
BFPW
900
BOK Financial Private Wealth
Colorado
$7.66K