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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
IWC
351
Integrated Wealth Concepts
Massachusetts
$1.67M
CWG
352
Cornerstone Wealth Group
North Carolina
$1.66M
CFO
353
CVA Family Office
Colorado
$1.66M
EFG
354
Embree Financial Group
Illinois
$1.66M
TWM
355
Thrive Wealth Management
Pennsylvania
$1.66M
BWM
356
BCS Wealth Management
Tennessee
$1.65M
NEWAS
357
N.E.W. Advisory Services
Wisconsin
$1.64M
PFM
358
Phillips Financial Management
Indiana
$1.62M
WCM
359
Winthrop Capital Management
Indiana
$1.62M
CAM
360
Chandler Asset Management
California
$1.61M
BL
361
BFSG LLC
California
$1.61M
VAMG
362
Voisard Asset Management Group
Michigan
$1.6M
NCM
363
Novare Capital Management
North Carolina
$1.6M
TRCT
364
Tower Research Capital (TRC)
New York
$1.59M
OFS
365
Oldfather Financial Services
Nebraska
$1.59M
SF
366
Seek First
California
$1.59M
ES
367
ETF Store
Kansas
$1.58M
LC
368
LTG Capital
Massachusetts
$1.56M
IAN
369
Integrated Advisors Network
Texas
$1.55M
KLI
370
Kelman-Lazarov Inc
Tennessee
$1.54M
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$1.53M
ICMM
372
Integrated Capital Management (Michigan)
Michigan
$1.53M
WF
373
Warner Financial
Maryland
$1.53M
AFG
374
Arkansas Financial Group
Arkansas
$1.53M
FBB
375
Fulton Breakefield Broenniman
Maryland
$1.52M