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