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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
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$7.01M
BWM
152
Brown Wealth Management
Illinois
$6.96M
CAM
153
Cresset Asset Management
Illinois
$6.93M
MWM
154
Meridian Wealth Management
Kentucky
$6.87M
Baird Financial Group
155
Baird Financial Group
Wisconsin
$6.87M
SS
156
Sunbelt Securities
Texas
$6.84M
SF
157
Schaeffer Financial
Maryland
$6.82M
NYLIM
158
New York Life Investment Management
New York
$6.67M
BSAM
159
Blue Square Asset Management
New York
$6.67M
JJBC
160
James J. Burns & Company
New York
$6.65M
PWA
161
Peterson Wealth Advisors
Utah
$6.63M
BP
162
Broadleaf Partners
Ohio
$6.47M
CWM
163
Congress Wealth Management
Massachusetts
$6.41M
FSWA
164
Financial Synergies Wealth Advisors
Texas
$6.38M
KBFS
165
Kohmann Bosshard Financial Services
Ohio
$6.33M
WPIC
166
White Pine Investment Company
Michigan
$6.23M
GCP
167
Gill Capital Partners
Colorado
$6.12M
MFG
168
Merit Financial Group
Georgia
$6.01M
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$5.98M
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$5.85M
NCMW
171
Northern Capital Management (Washington)
Washington
$5.84M
CIA
172
Cape Investment Advisory
Georgia
$5.8M
AIM
173
Anchor Investment Management
South Carolina
$5.65M
BCM
174
Brookstone Capital Management
Illinois
$5.63M
DFA
175
DHJJ Financial Advisors
Illinois
$5.53M