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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
GWM
876
GSB Wealth Management
Connecticut
$17K
HCM
877
Hollencrest Capital Management
California
$16.6K
AWM
878
Angeles Wealth Management
California
$15.7K
PC
879
Promus Capital
Illinois
$15.6K
AWM
880
Accredited Wealth Management
Kentucky
$14.1K
JFG
881
JDM Financial Group
Texas
$13.5K
BCMLT
882
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
DI
883
DAGCO Inc
Ohio
$12.8K
AG
884
AmeriFlex Group
Nevada
$11.9K
ME
885
McIlrath & Eck
Washington
$11.1K
AEPWM
886
Atlantic Edge Private Wealth Management
Florida
$11K
DRP
887
Decker Retirement Planning
Utah
$10.8K
Qube Research & Technologies (QRT)
888
Qube Research & Technologies (QRT)
United Kingdom
$10.7K
PIS
889
POM Investment Strategies
North Carolina
$10.5K
TCM
890
Tradewinds Capital Management
Washington
$10.4K
HCM
891
Horrell Capital Management
Arkansas
$10.1K
VWM
892
Valley Wealth Managers
New Jersey
$9.82K
RI
893
Ridgewood Investments
New Jersey
$9.59K
SL
894
Salomon & Ludwin
Virginia
$8.82K
EWM
895
Evolution Wealth Management
Florida
$8.41K
AWM
896
Atticus Wealth Management
Florida
$8.26K
AIC
897
Archer Investment Corporation
Indiana
$8.17K
CT
898
Colonial Trust
South Carolina
$7.99K
BFPW
899
BOK Financial Private Wealth
Colorado
$7.66K
HBW
900
Hazlett, Burt & Watson
West Virginia
$7K