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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
LF
276
LifeSteps Financial
California
$2.69M
TWM
277
Tradition Wealth Management
Minnesota
$2.69M
ASN
278
Advisory Services Network
Georgia
$2.69M
LCM
279
Leisure Capital Management
California
$2.66M
KWA
280
Kingswood Wealth Advisors
California
$2.66M
BCM
281
Boltwood Capital Management
California
$2.63M
JWS
282
Juncture Wealth Strategies
Arizona
$2.62M
BFS
283
Burkett Financial Services
South Carolina
$2.62M
WW
284
Waterfront Wealth
Kansas
$2.61M
VAF
285
Values Added Financial
District of Columbia
$2.59M
SPA
286
Sentinel Pension Advisors
Massachusetts
$2.52M
UIA
287
Ulland Investment Advisors
Minnesota
$2.52M
PA
288
PFG Advisors
Arizona
$2.51M
B
289
Bensler
Washington
$2.51M
VFPW
290
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.51M
PF
291
PlanWiser Financial
Colorado
$2.5M
CA
292
Centerpoint Advisors
Massachusetts
$2.49M
ACA
293
Affinity Capital Advisors
California
$2.46M
AIM
294
Athena Investment Management
California
$2.46M
MAM
295
Marquette Asset Management
Minnesota
$2.43M
CFS
296
CRA Financial Services
New Jersey
$2.43M
PIA
297
Panoramic Investment Advisors
Colorado
$2.41M
MHC
298
May Hill Capital
Massachusetts
$2.41M
BCWM
299
Bartlett & Co Wealth Management
Ohio
$2.41M
CL
300
Choreo LLC
Illinois
$2.37M