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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
NRI
326
NFP Retirement Inc
California
$1.85M
EFS
327
Econ Financial Services
Pennsylvania
$1.83M
VVP
328
Venture Visionary Partners
Ohio
$1.83M
VCM
329
Vision Capital Management
Oregon
$1.82M
GRP
330
Global Retirement Partners
California
$1.81M
CFO
331
Collective Family Office
Pennsylvania
$1.8M
OWA
332
Opal Wealth Advisors
New York
$1.79M
MWP
333
Madison Wealth Partners
Wisconsin
$1.79M
VFA
334
Valeo Financial Advisors
Indiana
$1.78M
SEIA
335
Signature Estate & Investment Advisors
California
$1.78M
BFA
336
Beaumont Financial Advisors
Massachusetts
$1.78M
JWCA
337
J.W. Cole Advisors
Florida
$1.78M
CAG
338
Csenge Advisory Group
Florida
$1.77M
FA
339
Fagan Associates
New York
$1.76M
MMHP
340
Murphy Middleton Hinkle & Parker
Georgia
$1.76M
CFA
341
Cahill Financial Advisors
Minnesota
$1.75M
KHC
342
Koesten Hirschmann & Crabtree
Kansas
$1.73M
NIA
343
NBZ Investment Advisors
Tennessee
$1.73M
SMC
344
Smith, Moore & Co
Missouri
$1.71M
CA
345
Cambridge Advisors
Nebraska
$1.71M
QWM
346
Quadcap Wealth Management
Texas
$1.69M
JWA
347
JFS Wealth Advisors
Pennsylvania
$1.67M
IWC
348
Integrated Wealth Concepts
Massachusetts
$1.67M
CWG
349
Cornerstone Wealth Group
North Carolina
$1.66M
CFO
350
CVA Family Office
Colorado
$1.66M