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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
CL
301
Choreo LLC
Illinois
$2.37M
SFP
302
Strategic Financial Planning
Texas
$2.32M
RDWM
303
Red Door Wealth Management
Tennessee
$2.32M
MA
304
MBA Advisors
Pennsylvania
$2.29M
NHC
305
Nicholas Hoffman & Company
Georgia
$2.28M
PFT
306
Providence First Trust
Arizona
$2.24M
AFO
307
Arrowroot Family Office
California
$2.22M
SP
308
SWS Partners
Ohio
$2.21M
JPLA
309
Joseph P. Lucia & Associates
New York
$2.21M
WA
310
WBH Advisory
Maryland
$2.19M
PVI
311
Pine Valley Investments
New Jersey
$2.15M
KF
312
Krilogy Financial
Missouri
$2.14M
CI
313
CX Institutional
Indiana
$2.13M
AGC
314
Aspen Grove Capital
Colorado
$2.11M
AAIM
315
Asset Advisors Investment Management
Georgia
$2.11M
SF
316
Summit Financial
New Jersey
$2.08M
SFG
317
Sunburst Financial Group
Alabama
$2.06M
WFA
318
WJ Financial Advisors
Connecticut
$2.05M
SSWM
319
Sheets Smith Wealth Management
North Carolina
$2.04M
SCA
320
STALEY CAPITAL ADVISERS
Pennsylvania
$1.99M
CRFG
321
Columbia River Financial Group
Washington
$1.99M
SFO
322
Stokes Family Office
Louisiana
$1.98M
BFS
323
Bradley Foster & Sargent
Connecticut
$1.98M
MPCA
324
Madison Park Capital Advisors
Washington
$1.98M
AAS
325
Ameritas Advisory Services
Nebraska
$1.97M