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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
MG
276
Mather Group
Illinois
$2.7M
LF
277
LifeSteps Financial
California
$2.69M
TWM
278
Tradition Wealth Management
Minnesota
$2.69M
ASN
279
Advisory Services Network
Georgia
$2.69M
LCM
280
Leisure Capital Management
California
$2.66M
KWA
281
Kingswood Wealth Advisors
California
$2.66M
BCM
282
Boltwood Capital Management
California
$2.63M
JWS
283
Juncture Wealth Strategies
Arizona
$2.62M
BFS
284
Burkett Financial Services
South Carolina
$2.62M
WW
285
Waterfront Wealth
Kansas
$2.61M
VAF
286
Values Added Financial
District of Columbia
$2.59M
SPA
287
Sentinel Pension Advisors
Massachusetts
$2.52M
UIA
288
Ulland Investment Advisors
Minnesota
$2.52M
PA
289
PFG Advisors
Arizona
$2.51M
B
290
Bensler
Washington
$2.51M
VFPW
291
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.51M
PF
292
PlanWiser Financial
Colorado
$2.5M
CA
293
Centerpoint Advisors
Massachusetts
$2.49M
ACA
294
Affinity Capital Advisors
California
$2.46M
AIM
295
Athena Investment Management
California
$2.46M
MAM
296
Marquette Asset Management
Minnesota
$2.43M
CFS
297
CRA Financial Services
New Jersey
$2.43M
PIA
298
Panoramic Investment Advisors
Colorado
$2.41M
MHC
299
May Hill Capital
Massachusetts
$2.41M
BCWM
300
Bartlett & Co Wealth Management
Ohio
$2.41M