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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
SFP
301
Strategic Financial Planning
Texas
$2.32M
RDWM
302
Red Door Wealth Management
Tennessee
$2.32M
MA
303
MBA Advisors
Pennsylvania
$2.29M
NHC
304
Nicholas Hoffman & Company
Georgia
$2.28M
PFT
305
Providence First Trust
Arizona
$2.24M
AFO
306
Arrowroot Family Office
California
$2.22M
SP
307
SWS Partners
Ohio
$2.21M
JPLA
308
Joseph P. Lucia & Associates
New York
$2.21M
WA
309
WBH Advisory
Maryland
$2.19M
KF
310
Krilogy Financial
Missouri
$2.14M
CI
311
CX Institutional
Indiana
$2.13M
AGC
312
Aspen Grove Capital
Colorado
$2.11M
AAIM
313
Asset Advisors Investment Management
Georgia
$2.11M
SF
314
Summit Financial
New Jersey
$2.08M
SFG
315
Sunburst Financial Group
Alabama
$2.06M
WFA
316
WJ Financial Advisors
Connecticut
$2.05M
SSWM
317
Sheets Smith Wealth Management
North Carolina
$2.04M
SCA
318
STALEY CAPITAL ADVISERS
Pennsylvania
$1.99M
CRFG
319
Columbia River Financial Group
Washington
$1.99M
SFO
320
Stokes Family Office
Louisiana
$1.98M
BFS
321
Bradley Foster & Sargent
Connecticut
$1.98M
MPCA
322
Madison Park Capital Advisors
Washington
$1.98M
AAS
323
Ameritas Advisory Services
Nebraska
$1.97M
JWBC
324
John W. Brooker & Co
California
$1.97M
AFG
325
Atomi Financial Group
New York
$1.96M