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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
MPW
951
Magnolia Private Wealth
Pennsylvania
AC
952
Attessa Capital
Arizona
FA
953
FSA Advisors
Michigan
GRR
954
Golden Reserve Retirement
Ohio
HF
955
HRT Financial
New York
EL
956
EWA LLC
Pennsylvania
HCM
957
Hengehold Capital Management
Ohio
BIG
958
Brookwood Investment Group
Arizona
IJWM
959
Inman Jager Wealth Management
Mississippi
GP
960
Greenline Partners
New York
FFA
961
Founders Financial Alliance
North Carolina
SIM
962
Studio Investment Management
Illinois
GWM
963
Guardian Wealth Management
Illinois
FMII
964
Farmers & Merchants Investments Inc
Nebraska
WT
965
Washington Trust
Rhode Island
CSPIA
966
Cary Street Partners Investment Advisory
Virginia
SIM
967
Synergy Investment Management
Florida
SMA
968
Sage Mountain Advisors
Georgia
FHA
969
First Horizon Advisors
Tennessee
RCM
970
Raleigh Capital Management
North Carolina
WW
971
Winnow Wealth
Texas
FAM
972
Flaharty Asset Management
Florida
MSWA
973
Marshall & Sterling Wealth Advisors
New York
SWIM
974
Smallwood Wealth Investment Management
New Jersey
OCM
975
Osterweis Capital Management
California