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Schwab US Mid-Cap ETF

933 hedge funds and large institutions have $8.13B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 327 increasing their positions, 397 reducing their positions, and 52 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:

8% less funds holding in top 10

Funds holding in top 10: 6560 (-5)

18% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 397

Holders
933
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
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
WMG
226
WESCAP Management Group
California
$3.76M
LBC
227
Lowe Brockenbrough & Co
Virginia
$3.75M
EFG
228
Everhart Financial Group
Ohio
$3.75M
RC
229
Roundview Capital
New Jersey
$3.75M
Natixis Advisors
230
Natixis Advisors
Massachusetts
$3.73M
BBWP
231
Beacon Bridge Wealth Partners
Pennsylvania
$3.67M
NIM
232
Nicollet Investment Management
Minnesota
$3.65M
MBI
233
May Barnhard Investments
Maryland
$3.6M
CP
234
Capital Planning
Washington
$3.56M
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$3.53M
AWM
236
Apollon Wealth Management
South Carolina
$3.51M
LSWP
237
Liberty Square Wealth Partners
Pennsylvania
$3.47M
IWM
238
IHT Wealth Management
Illinois
$3.46M
NP
239
NorthRock Partners
Minnesota
$3.42M
PA
240
Pinnacle Associates
New York
$3.4M
PSIWM
241
Paradigm Strategies in Wealth Management
Minnesota
$3.33M
VA
242
Valmark Advisers
Ohio
$3.31M
MMCM
243
Murphy & Mullick Capital Management
New York
$3.31M
BA
244
Bristlecone Advisors
Washington
$3.25M
SFA
245
Sequoia Financial Advisors
Ohio
$3.22M
HA
246
HC Advisors
Georgia
$3.21M
RWP
247
Revolve Wealth Partners
New Jersey
$3.2M
EW
248
Element Wealth
Mississippi
$3.18M
PWM
249
Prentice Wealth Management
New York
$3.18M
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$3.17M