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Schwab US Mid-Cap ETF

928 hedge funds and large institutions have $8.12B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 394 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: 6459 (-5)

18% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 394

Holders
928
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
LBC
226
Lowe Brockenbrough & Co
Virginia
$3.75M
EFG
227
Everhart Financial Group
Ohio
$3.75M
RC
228
Roundview Capital
New Jersey
$3.75M
Natixis Advisors
229
Natixis Advisors
Massachusetts
$3.73M
BBWP
230
Beacon Bridge Wealth Partners
Pennsylvania
$3.67M
NIM
231
Nicollet Investment Management
Minnesota
$3.65M
MBI
232
May Barnhard Investments
Maryland
$3.6M
CP
233
Capital Planning
Washington
$3.56M
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$3.53M
AWM
235
Apollon Wealth Management
South Carolina
$3.51M
LSWP
236
Liberty Square Wealth Partners
Pennsylvania
$3.47M
IWM
237
IHT Wealth Management
Illinois
$3.46M
NP
238
NorthRock Partners
Minnesota
$3.42M
PA
239
Pinnacle Associates
New York
$3.4M
PSIWM
240
Paradigm Strategies in Wealth Management
Minnesota
$3.33M
VA
241
Valmark Advisers
Ohio
$3.31M
MMCM
242
Murphy & Mullick Capital Management
New York
$3.31M
BA
243
Bristlecone Advisors
Washington
$3.25M
SFA
244
Sequoia Financial Advisors
Ohio
$3.22M
HA
245
HC Advisors
Georgia
$3.21M
RWP
246
Revolve Wealth Partners
New Jersey
$3.2M
EW
247
Element Wealth
Mississippi
$3.18M
PWM
248
Prentice Wealth Management
New York
$3.18M
PWMAG
249
Pinnacle Wealth Management Advisory Group
New Jersey
$3.17M
PIAS
250
PCA Investment Advisory Services
Ohio
$3.16M