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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
NHC
301
Nicholas Hoffman & Company
Georgia
$2.28M
PFT
302
Providence First Trust
Arizona
$2.24M
AFO
303
Arrowroot Family Office
California
$2.22M
SP
304
SWS Partners
Ohio
$2.21M
JPLA
305
Joseph P. Lucia & Associates
New York
$2.21M
WA
306
WBH Advisory
Maryland
$2.19M
KF
307
Krilogy Financial
Missouri
$2.14M
CI
308
CX Institutional
Indiana
$2.13M
AGC
309
Aspen Grove Capital
Colorado
$2.11M
AAIM
310
Asset Advisors Investment Management
Georgia
$2.11M
SF
311
Summit Financial
New Jersey
$2.08M
SFG
312
Sunburst Financial Group
Alabama
$2.06M
WFA
313
WJ Financial Advisors
Connecticut
$2.05M
SSWM
314
Sheets Smith Wealth Management
North Carolina
$2.04M
SCA
315
STALEY CAPITAL ADVISERS
Pennsylvania
$1.99M
CRFG
316
Columbia River Financial Group
Washington
$1.99M
SFO
317
Stokes Family Office
Louisiana
$1.98M
BFS
318
Bradley Foster & Sargent
Connecticut
$1.98M
MPCA
319
Madison Park Capital Advisors
Washington
$1.98M
AAS
320
Ameritas Advisory Services
Nebraska
$1.97M
JWBC
321
John W. Brooker & Co
California
$1.97M
AFG
322
Atomi Financial Group
New York
$1.96M
IF
323
Ironwood Financial
Arizona
$1.95M
MA
324
MCF Advisors
Kentucky
$1.92M
KIA
325
KCM Investment Advisors
California
$1.88M