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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
HHGA
876
Halbert Hargrove Global Advisors
California
$18.3K
National Bank of Canada
877
National Bank of Canada
Quebec, Canada
$18.3K
MSG
878
Main Street Group
Virginia
$17.9K
GWM
879
GSB Wealth Management
Connecticut
$17K
HCM
880
Hollencrest Capital Management
California
$16.6K
AWM
881
Angeles Wealth Management
California
$15.7K
PC
882
Promus Capital
Illinois
$15.6K
AWM
883
Accredited Wealth Management
Kentucky
$14.1K
JFG
884
JDM Financial Group
Texas
$13.5K
BCMLT
885
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
DI
886
DAGCO Inc
Ohio
$12.8K
AG
887
AmeriFlex Group
Nevada
$11.9K
ME
888
McIlrath & Eck
Washington
$11.1K
AEPWM
889
Atlantic Edge Private Wealth Management
Florida
$11K
DRP
890
Decker Retirement Planning
Utah
$10.8K
Qube Research & Technologies (QRT)
891
Qube Research & Technologies (QRT)
United Kingdom
$10.7K
PIS
892
POM Investment Strategies
North Carolina
$10.5K
TCM
893
Tradewinds Capital Management
Washington
$10.4K
HCM
894
Horrell Capital Management
Arkansas
$10.1K
VWM
895
Valley Wealth Managers
New Jersey
$9.82K
RI
896
Ridgewood Investments
New Jersey
$9.59K
SL
897
Salomon & Ludwin
Virginia
$8.82K
EWM
898
Evolution Wealth Management
Florida
$8.41K
AWM
899
Atticus Wealth Management
Florida
$8.26K
AIC
900
Archer Investment Corporation
Indiana
$8.17K