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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
CFMC
76
Curbstone Financial Management Corp
New Hampshire
$13.9M
SC
77
Savant Capital
Illinois
$13.6M
HG
78
Harbor Group
New Hampshire
$13.5M
TLP
79
Trinity Legacy Partners
Texas
$13.4M
HFS
80
Horizon Financial Services
North Carolina
$13.2M
CMP
81
Courage Miller Partners
Virginia
$13M
IAS
82
IMA Advisory Services
Colorado
$12.5M
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.5M
FFN
84
Focus Financial Network
Minnesota
$12.5M
CCA
85
Clearwater Capital Advisors
Illinois
$12.4M
WCFP
86
White & Co Financial Planning
Washington
$12.1M
SIG
87
Spinnaker Investment Group
California
$11.5M
DC
88
Davenport & Co
Virginia
$11.5M
FTS
89
Fifth Third Securities
Ohio
$11.4M
PMG
90
ProVise Management Group
Florida
$11.1M
HSA
91
HBK Sorce Advisory
Pennsylvania
$11M
SJIM
92
St. Johns Investment Management
Florida
$10.9M
MF
93
Manchester Financial
California
$10.9M
LPAM
94
Lodestar Private Asset Management
California
$10.9M
TCM
95
Towercrest Capital Management
Pennsylvania
$10.9M
AWMG
96
Alliance Wealth Management Group
New Jersey
$10.9M
VNA
97
Valley National Advisers
Pennsylvania
$10.9M
MML Investors Services
98
MML Investors Services
Massachusetts
$10.9M
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$10.8M
PFM
100
Peak Financial Management
Massachusetts
$10.8M