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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
CT
901
Colonial Trust
South Carolina
$7.99K
BFPW
902
BOK Financial Private Wealth
Colorado
$7.66K
HBW
903
Hazlett, Burt & Watson
West Virginia
$7K
CFB
904
Cullen/Frost Bankers
Texas
$6.77K
PIP
905
Peachtree Investment Partners
Florida
$6.13K
APW
906
Atlantic Private Wealth
North Carolina
$6.09K
PA
907
Pineridge Advisors
Missouri
$6.05K
BAM
908
Bellevue Asset Management
Washington
$5.72K
HWA
909
Heritage Wealth Advisors
Virginia
$5.54K
Simplex Trading
910
Simplex Trading
Illinois
$5K
GWSG
911
GPS Wealth Strategies Group
Colorado
$4.89K
ACM
912
Anfield Capital Management
California
$4.88K
QWM
913
Quaker Wealth Management
New Jersey
$4.8K
GC
914
Garde Capital
Washington
$4.71K
CPG
915
Cornerstone Planning Group
New Jersey
$4.6K
CJH
916
Christopher J. Hasenberg
Wisconsin
$4.07K
CCMW
917
Cypress Capital Management (Wyoming)
Wyoming
$3.96K
SWP
918
Strategic Wealth Partners
Ohio
$3.87K
OPTFSNA
919
Old Point Trust & Financial Services N A
Virginia
$3.53K
BL
920
Balentine LLC
Georgia
$3.2K
CVM
921
Cheviot Value Management
California
$3.06K
FNWA
922
Financial Network Wealth Advisors
Utah
$2.86K
KSWA
923
Kathleen S. Wright Associates
Pennsylvania
$2.78K
PPA
924
Painted Porch Advisors
California
$2.44K
GI
925
GAMMA Investing
California
$2.05K