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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$10.8M
FFA
102
Farther Finance Advisors
California
$10.6M
CCFM
103
Clear Creek Financial Management
Washington
$10.5M
OFG
104
Omega Financial Group
California
$10.4M
LIM
105
Leavell Investment Management
Alabama
$10.4M
FCM
106
Fortis Capital Management
Washington
$10.2M
NSAM
107
North Star Asset Management
Wisconsin
$10.2M
WTC
108
WhitTier Trust Company
Nevada
$10.2M
LA
109
LexAurum Advisors
Kansas
$10.2M
NFG
110
Nadler Financial Group
Illinois
$10.1M
BIG
111
Bush Investment Group
Georgia
$10.1M
TPW
112
Tiller Private Wealth
Pennsylvania
$10.1M
CA
113
Clearstead Advisors
Ohio
$9.98M
LFG
114
Larson Financial Group
Missouri
$9.96M
CKAIS
115
Christensen King & Associates Investment Services
Washington
$9.88M
Osaic Holdings
116
Osaic Holdings
Arizona
$9.85M
SFWC
117
Strategic Family Wealth Counselors
New Jersey
$9.83M
WANY
118
Wealthspire Advisors (New York)
New York
$9.76M
SWA
119
Sightline Wealth Advisors
Connecticut
$9.68M
MIA
120
Milestone Investment Advisors
Wisconsin
$9.61M
ATWA
121
Arbor Trust Wealth Advisors
Michigan
$9.61M
LCC
122
Lincoln Capital Corp
Rhode Island
$9.45M
AWM
123
Avior Wealth Management
Nebraska
$9.39M
LF
124
Lee Financial
Texas
$9.27M
GCA
125
Gradient Capital Advisors
California
$9.25M