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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
MBI
201
May Barnhard Investments
Maryland
$4.3M
DWM
202
Diversify Wealth Management
Utah
$4.24M
LIM
203
Lathrop Investment Management
Arkansas
$4.19M
CW
204
Code Waechter
Florida
$4.17M
SCM
205
Steele Capital Management
Iowa
$4.15M
CM
206
Columbus Macro
Pennsylvania
$4.05M
AOWM
207
Alpha Omega Wealth Management
Virginia
$4.05M
CWA
208
Carolina Wealth Advisors
South Carolina
$4.03M
ISWM
209
Independent Solutions Wealth Management
New York
$4.03M
LBC
210
Lowe Brockenbrough & Co
Virginia
$4.01M
CP
211
Creekside Partners
California
$4M
VFS
212
Valpey Financial Services
New Hampshire
$3.99M
ACM
213
Arcataur Capital Management
Wisconsin
$3.97M
BBPWM
214
Blue Bell Private Wealth Management
Pennsylvania
$3.91M
BWG
215
Balanced Wealth Group
Ohio
$3.9M
SFMG
216
Sage Financial Management Group
Virginia
$3.87M
PWM
217
Perigon Wealth Management
California
$3.84M
KAS
218
Kestra Advisory Services
Texas
$3.82M
RC
219
Roundview Capital
New Jersey
$3.82M
CFG
220
Citizens Financial Group
Rhode Island
$3.8M
AWA
221
Acorn Wealth Advisors
Michigan
$3.72M
WMG
222
WESCAP Management Group
California
$3.65M
EF
223
Envision Financial
Wisconsin
$3.64M
Stifel Financial
224
Stifel Financial
Missouri
$3.63M
AF
225
Apollon Financial
South Carolina
$3.6M