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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
PFA
176
Pure Financial Advisors
California
$5.42M
FLFS
177
Family Legacy Financial Solutions
North Carolina
$5.38M
NOI
178
Newton One Investments
Delaware
$5.37M
SOS
179
Silver Oak Securities
Tennessee
$5.29M
VIA
180
Victrix Investment Advisors
Florida
$5.16M
Betterment LLC
181
Betterment LLC
New York
$5.15M
RWM
182
Reston Wealth Management
Virginia
$5.13M
GG
183
Gleason Group
Kentucky
$5.07M
CPA
184
Cathy Pareto & Associates
Florida
$5.02M
TYCC
185
Texas Yale Capital Corp
Florida
$4.98M
BBW
186
Blue Barn Wealth
Utah
$4.83M
Northern Trust
187
Northern Trust
Illinois
$4.78M
OFS
188
OneAscent Financial Services
Alabama
$4.78M
PAG
189
Powers Advisory Group
Illinois
$4.75M
LSWP
190
Liberty Square Wealth Partners
Pennsylvania
$4.71M
B
191
Birchbrook
Maine
$4.65M
MCM
192
Mengis Capital Management
Oregon
$4.62M
MAM
193
McCarthy Asset Management
California
$4.51M
MI
194
Moneywise Inc
Virginia
$4.5M
GVAG
195
Great Valley Advisor Group
Delaware
$4.47M
FIC
196
Family Investment Center
Missouri
$4.45M
HWA
197
Hilltop Wealth Advisors
North Carolina
$4.41M
MAS
198
Madden Advisory Services
Florida
$4.37M
NDSI
199
Newman Dignan & Sheerar Inc
Rhode Island
$4.36M
GPFA
200
Game Plan Financial Advisors
Ohio
$4.31M