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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
CFB
901
Cullen/Frost Bankers
Texas
$6.77K
PIP
902
Peachtree Investment Partners
Florida
$6.13K
APW
903
Atlantic Private Wealth
North Carolina
$6.09K
PA
904
Pineridge Advisors
Missouri
$6.05K
BAM
905
Bellevue Asset Management
Washington
$5.72K
HWA
906
Heritage Wealth Advisors
Virginia
$5.54K
Simplex Trading
907
Simplex Trading
Illinois
$5K
GWSG
908
GPS Wealth Strategies Group
Colorado
$4.89K
ACM
909
Anfield Capital Management
California
$4.88K
QWM
910
Quaker Wealth Management
New Jersey
$4.8K
GC
911
Garde Capital
Washington
$4.71K
CPG
912
Cornerstone Planning Group
New Jersey
$4.6K
CJH
913
Christopher J. Hasenberg
Wisconsin
$4.07K
CCMW
914
Cypress Capital Management (Wyoming)
Wyoming
$3.96K
SWP
915
Strategic Wealth Partners
Ohio
$3.87K
OPTFSNA
916
Old Point Trust & Financial Services N A
Virginia
$3.53K
BL
917
Balentine LLC
Georgia
$3.2K
CVM
918
Cheviot Value Management
California
$3.06K
FNWA
919
Financial Network Wealth Advisors
Utah
$2.86K
KSWA
920
Kathleen S. Wright Associates
Pennsylvania
$2.78K
PPA
921
Painted Porch Advisors
California
$2.44K
GI
922
GAMMA Investing
California
$2.05K
HDIM
923
Hanson & Doremus Investment Management
Vermont
$2K
GK
924
Graney & King
New York
$1.85K
FMP
925
Financial Management Professionals
Texas
$1.68K