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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
IF
326
Ironwood Financial
Arizona
$1.95M
MA
327
MCF Advisors
Kentucky
$1.92M
KIA
328
KCM Investment Advisors
California
$1.88M
NRI
329
NFP Retirement Inc
California
$1.85M
EFS
330
Econ Financial Services
Pennsylvania
$1.83M
VVP
331
Venture Visionary Partners
Ohio
$1.83M
VCM
332
Vision Capital Management
Oregon
$1.82M
GRP
333
Global Retirement Partners
California
$1.81M
CFO
334
Collective Family Office
Pennsylvania
$1.8M
OWA
335
Opal Wealth Advisors
New York
$1.79M
MWP
336
Madison Wealth Partners
Wisconsin
$1.79M
VFA
337
Valeo Financial Advisors
Indiana
$1.78M
SEIA
338
Signature Estate & Investment Advisors
California
$1.78M
BFA
339
Beaumont Financial Advisors
Massachusetts
$1.78M
JWCA
340
J.W. Cole Advisors
Florida
$1.78M
CAG
341
Csenge Advisory Group
Florida
$1.77M
FA
342
Fagan Associates
New York
$1.76M
MMHP
343
Murphy Middleton Hinkle & Parker
Georgia
$1.76M
CFA
344
Cahill Financial Advisors
Minnesota
$1.75M
KHC
345
Koesten Hirschmann & Crabtree
Kansas
$1.73M
NIA
346
NBZ Investment Advisors
Tennessee
$1.73M
SMC
347
Smith, Moore & Co
Missouri
$1.71M
CA
348
Cambridge Advisors
Nebraska
$1.71M
QWM
349
Quadcap Wealth Management
Texas
$1.69M
JWA
350
JFS Wealth Advisors
Pennsylvania
$1.67M