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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
WP
251
WealthShield Partners
North Carolina
$3.06M
ML
252
McAdam LLC
Pennsylvania
$3.05M
CFGA
253
Cambridge Financial Group (Arizona)
Arizona
$3.05M
WFAG
254
Wescott Financial Advisory Group
Pennsylvania
$3.05M
BF
255
Blankinship & Foster
California
$3.02M
OFG
256
Orcam Financial Group
California
$2.99M
EH
257
Equitable Holdings
New York
$2.98M
CCM
258
Colorado Capital Management
Colorado
$2.97M
CCWA
259
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.94M
UCFA
260
United Capital Financial Advisors
Texas
$2.94M
RA
261
RFG Advisory
Alabama
$2.91M
FPCP
262
Fort Point Capital Partners
California
$2.84M
CCM
263
Coldstream Capital Management
Washington
$2.83M
NA
264
NewEdge Advisors
Louisiana
$2.82M
ZF
265
Zhang Financial
Michigan
$2.82M
RWA
266
River Wealth Advisors
Pennsylvania
$2.8M
MMA
267
Miracle Mile Advisors
California
$2.77M
ACA
268
Aptus Capital Advisors
Alabama
$2.75M
CFGSD
269
Compass Financial Group (South Dakota)
South Dakota
$2.75M
DWM
270
Destination Wealth Management
California
$2.73M
SWM
271
SeaCrest Wealth Management
New York
$2.72M
MG
272
Mather Group
Illinois
$2.7M
LF
273
LifeSteps Financial
California
$2.69M
TWM
274
Tradition Wealth Management
Minnesota
$2.69M
ASN
275
Advisory Services Network
Georgia
$2.69M