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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
EFG
351
Embree Financial Group
Illinois
$1.66M
TWM
352
Thrive Wealth Management
Pennsylvania
$1.66M
BWM
353
BCS Wealth Management
Tennessee
$1.65M
NEWAS
354
N.E.W. Advisory Services
Wisconsin
$1.64M
PFM
355
Phillips Financial Management
Indiana
$1.62M
WCM
356
Winthrop Capital Management
Indiana
$1.62M
CAM
357
Chandler Asset Management
California
$1.61M
BL
358
BFSG LLC
California
$1.61M
VAMG
359
Voisard Asset Management Group
Michigan
$1.6M
NCM
360
Novare Capital Management
North Carolina
$1.6M
TRCT
361
Tower Research Capital (TRC)
New York
$1.59M
OFS
362
Oldfather Financial Services
Nebraska
$1.59M
SF
363
Seek First
California
$1.59M
ES
364
ETF Store
Kansas
$1.58M
IAN
365
Integrated Advisors Network
Texas
$1.55M
KLI
366
Kelman-Lazarov Inc
Tennessee
$1.54M
PNC Financial Services Group
367
PNC Financial Services Group
Pennsylvania
$1.53M
ICMM
368
Integrated Capital Management (Michigan)
Michigan
$1.53M
WF
369
Warner Financial
Maryland
$1.53M
AFG
370
Arkansas Financial Group
Arkansas
$1.53M
FBB
371
Fulton Breakefield Broenniman
Maryland
$1.52M
LIWM
372
Long Island Wealth Management
New York
$1.49M
DWM
373
Dakota Wealth Management
Florida
$1.49M
CG
374
Cynosure Group
Utah
$1.48M
BNP Paribas Financial Markets
375
BNP Paribas Financial Markets
France
$1.48M