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Schwab US Mid-Cap ETF

919 hedge funds and large institutions have $8.07B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 389 reducing their positions, and 50 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: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

17% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 389

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$252K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
226
Natixis Advisors
Massachusetts
$3.73M
BBWP
227
Beacon Bridge Wealth Partners
Pennsylvania
$3.67M
NIM
228
Nicollet Investment Management
Minnesota
$3.65M
MBI
229
May Barnhard Investments
Maryland
$3.6M
CP
230
Capital Planning
Washington
$3.56M
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$3.53M
AWM
232
Apollon Wealth Management
South Carolina
$3.51M
LSWP
233
Liberty Square Wealth Partners
Pennsylvania
$3.47M
IWM
234
IHT Wealth Management
Illinois
$3.46M
NP
235
NorthRock Partners
Minnesota
$3.42M
PA
236
Pinnacle Associates
New York
$3.4M
PSIWM
237
Paradigm Strategies in Wealth Management
Minnesota
$3.33M
VA
238
Valmark Advisers
Ohio
$3.31M
MMCM
239
Murphy & Mullick Capital Management
New York
$3.31M
BA
240
Bristlecone Advisors
Washington
$3.25M
SFA
241
Sequoia Financial Advisors
Ohio
$3.22M
HA
242
HC Advisors
Georgia
$3.21M
RWP
243
Revolve Wealth Partners
New Jersey
$3.2M
EW
244
Element Wealth
Mississippi
$3.18M
PWM
245
Prentice Wealth Management
New York
$3.18M
PWMAG
246
Pinnacle Wealth Management Advisory Group
New Jersey
$3.17M
PIAS
247
PCA Investment Advisory Services
Ohio
$3.16M
UAG
248
United Advisor Group
Ohio
$3.14M
TWG
249
The Wealth Group
Minnesota
$3.13M
Franklin Resources
250
Franklin Resources
California
$3.13M