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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
PIAS
251
PCA Investment Advisory Services
Ohio
$3.16M
UAG
252
United Advisor Group
Ohio
$3.14M
TWG
253
The Wealth Group
Minnesota
$3.13M
Franklin Resources
254
Franklin Resources
California
$3.13M
WP
255
WealthShield Partners
North Carolina
$3.06M
ML
256
McAdam LLC
Pennsylvania
$3.05M
CFGA
257
Cambridge Financial Group (Arizona)
Arizona
$3.05M
WFAG
258
Wescott Financial Advisory Group
Pennsylvania
$3.05M
BF
259
Blankinship & Foster
California
$3.02M
OFG
260
Orcam Financial Group
California
$2.99M
EH
261
Equitable Holdings
New York
$2.98M
CCM
262
Colorado Capital Management
Colorado
$2.97M
CCWA
263
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.94M
UCFA
264
United Capital Financial Advisors
Texas
$2.94M
RA
265
RFG Advisory
Alabama
$2.91M
FPCP
266
Fort Point Capital Partners
California
$2.84M
CCM
267
Coldstream Capital Management
Washington
$2.83M
NA
268
NewEdge Advisors
Louisiana
$2.82M
ZF
269
Zhang Financial
Michigan
$2.82M
RWA
270
River Wealth Advisors
Pennsylvania
$2.8M
MMA
271
Miracle Mile Advisors
California
$2.77M
ACA
272
Aptus Capital Advisors
Alabama
$2.75M
CFGSD
273
Compass Financial Group (South Dakota)
South Dakota
$2.75M
DWM
274
Destination Wealth Management
California
$2.73M
SWM
275
SeaCrest Wealth Management
New York
$2.72M