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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
QWM
351
Quadcap Wealth Management
Texas
$1.69M
JWA
352
JFS Wealth Advisors
Pennsylvania
$1.67M
IWC
353
Integrated Wealth Concepts
Massachusetts
$1.67M
CWG
354
Cornerstone Wealth Group
North Carolina
$1.66M
CFO
355
CVA Family Office
Colorado
$1.66M
EFG
356
Embree Financial Group
Illinois
$1.66M
TWM
357
Thrive Wealth Management
Pennsylvania
$1.66M
BWM
358
BCS Wealth Management
Tennessee
$1.65M
NEWAS
359
N.E.W. Advisory Services
Wisconsin
$1.64M
PFM
360
Phillips Financial Management
Indiana
$1.62M
WCM
361
Winthrop Capital Management
Indiana
$1.62M
CAM
362
Chandler Asset Management
California
$1.61M
BL
363
BFSG LLC
California
$1.61M
VAMG
364
Voisard Asset Management Group
Michigan
$1.6M
NCM
365
Novare Capital Management
North Carolina
$1.6M
TRCT
366
Tower Research Capital (TRC)
New York
$1.59M
OFS
367
Oldfather Financial Services
Nebraska
$1.59M
SF
368
Seek First
California
$1.59M
ES
369
ETF Store
Kansas
$1.58M
LC
370
LTG Capital
Massachusetts
$1.56M
IAN
371
Integrated Advisors Network
Texas
$1.55M
KLI
372
Kelman-Lazarov Inc
Tennessee
$1.54M
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$1.53M
ICMM
374
Integrated Capital Management (Michigan)
Michigan
$1.53M
WF
375
Warner Financial
Maryland
$1.53M