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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
JWBC
326
John W. Brooker & Co
California
$1.97M
AFG
327
Atomi Financial Group
New York
$1.96M
IF
328
Ironwood Financial
Arizona
$1.95M
MA
329
MCF Advisors
Kentucky
$1.92M
KIA
330
KCM Investment Advisors
California
$1.88M
EFS
331
Econ Financial Services
Pennsylvania
$1.83M
NRI
332
NFP Retirement Inc
California
$1.83M
VVP
333
Venture Visionary Partners
Ohio
$1.83M
VCM
334
Vision Capital Management
Oregon
$1.82M
GRP
335
Global Retirement Partners
California
$1.81M
CFO
336
Collective Family Office
Pennsylvania
$1.8M
OWA
337
Opal Wealth Advisors
New York
$1.79M
MWP
338
Madison Wealth Partners
Wisconsin
$1.79M
VFA
339
Valeo Financial Advisors
Indiana
$1.78M
SEIA
340
Signature Estate & Investment Advisors
California
$1.78M
BFA
341
Beaumont Financial Advisors
Massachusetts
$1.78M
JWCA
342
J.W. Cole Advisors
Florida
$1.78M
CAG
343
Csenge Advisory Group
Florida
$1.77M
FA
344
Fagan Associates
New York
$1.76M
MMHP
345
Murphy Middleton Hinkle & Parker
Georgia
$1.76M
CFA
346
Cahill Financial Advisors
Minnesota
$1.75M
KHC
347
Koesten Hirschmann & Crabtree
Kansas
$1.73M
NIA
348
NBZ Investment Advisors
Tennessee
$1.73M
SMC
349
Smith, Moore & Co
Missouri
$1.71M
CA
350
Cambridge Advisors
Nebraska
$1.71M