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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
LCM
276
Leisure Capital Management
California
$2.66M
KWA
277
Kingswood Wealth Advisors
California
$2.66M
BCM
278
Boltwood Capital Management
California
$2.63M
JWS
279
Juncture Wealth Strategies
Arizona
$2.62M
BFS
280
Burkett Financial Services
South Carolina
$2.62M
WW
281
Waterfront Wealth
Kansas
$2.61M
VAF
282
Values Added Financial
District of Columbia
$2.59M
SPA
283
Sentinel Pension Advisors
Massachusetts
$2.52M
UIA
284
Ulland Investment Advisors
Minnesota
$2.52M
PA
285
PFG Advisors
Arizona
$2.51M
B
286
Bensler
Washington
$2.51M
VFPW
287
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.51M
PF
288
PlanWiser Financial
Colorado
$2.5M
CA
289
Centerpoint Advisors
Massachusetts
$2.49M
ACA
290
Affinity Capital Advisors
California
$2.46M
AIM
291
Athena Investment Management
California
$2.46M
MAM
292
Marquette Asset Management
Minnesota
$2.43M
CFS
293
CRA Financial Services
New Jersey
$2.43M
PIA
294
Panoramic Investment Advisors
Colorado
$2.41M
MHC
295
May Hill Capital
Massachusetts
$2.41M
BCWM
296
Bartlett & Co Wealth Management
Ohio
$2.41M
CL
297
Choreo LLC
Illinois
$2.37M
SFP
298
Strategic Financial Planning
Texas
$2.32M
RDWM
299
Red Door Wealth Management
Tennessee
$2.32M
MA
300
MBA Advisors
Pennsylvania
$2.29M