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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
MCC
126
Money Concepts Capital
Florida
$9.22M
HWM
127
HB Wealth Management
Georgia
$9.14M
AF
128
Allworth Financial
California
$9.14M
Truist Financial
129
Truist Financial
North Carolina
$8.83M
KCPG
130
Kavar Capital Partners Group
Kansas
$8.78M
PIMG
131
Patriot Investment Management Group
Tennessee
$8.74M
MTIC
132
Missouri Trust & Investment Company
Missouri
$8.74M
AQR Capital Management
133
AQR Capital Management
Connecticut
$8.64M
BWM
134
Bernard Wealth Management
Michigan
$8.49M
MSFS
135
Main Street Financial Solutions
Pennsylvania
$8.32M
TPI
136
Trust Point Inc
Wisconsin
$8.23M
VWA
137
Visionary Wealth Advisors
Illinois
$8.23M
AFP
138
Ausdal Financial Partners
Iowa
$7.83M
VFIC
139
Valley Forge Investment Consultants
Pennsylvania
$7.76M
MFT
140
Moisand Fitzgerald Tamayo
Florida
$7.75M
BAMG
141
Brand Asset Management Group
Missouri
$7.72M
PAG
142
Private Advisor Group
New Jersey
$7.72M
MWP
143
Meridian Wealth Partners
Pennsylvania
$7.65M
WT
144
Whittier Trust
California
$7.61M
BDF
145
Black Diamond Financial
Maryland
$7.53M
CSP
146
Cary Street Partners
Virginia
$7.48M
CFIA
147
Cantor Fitzgerald Investment Advisors
New York
$7.33M
AMM
148
American Money Management
California
$7.18M
PVAMC
149
PPS&V Asset Management Consultants
Michigan
$7.08M
JCM
150
Jacobi Capital Management
Pennsylvania
$7.06M