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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
US Bancorp
376
US Bancorp
Minnesota
$1.47M
NCM
377
Northwest Capital Management
Oregon
$1.46M
LB
378
Legacy Bridge
Iowa
$1.42M
KW
379
Keyvantage Wealth
Pennsylvania
$1.4M
1WM
380
1900 Wealth Management
Texas
$1.39M
SAM
381
S.A. Mason
Michigan
$1.39M
CA
382
Capital Advantage
California
$1.38M
PSCM
383
Per Stirling Capital Management
Texas
$1.37M
SCM
384
SCS Capital Management
Massachusetts
$1.37M
BAM
385
Belpointe Asset Management
Nevada
$1.36M
LJAC
386
L.J. Altfest & Co
New York
$1.33M
IFS
387
Ifrah Financial Services
Arkansas
$1.33M
SHJ
388
Sharkey, Howes & Javer
Colorado
$1.32M
CPRC
389
Consolidated Portfolio Review Corp
New York
$1.32M
QCG
390
Quadrant Capital Group
Ohio
$1.32M
FIA
391
Foundations Investment Advisors
Arizona
$1.29M
AllianceBernstein
392
AllianceBernstein
Tennessee
$1.28M
FI
393
FIDELIS iM
Oregon
$1.28M
WA
394
Whipplewood Advisors
Colorado
$1.28M
Lazard Asset Management
395
Lazard Asset Management
New York
$1.28M
OCM
396
One Capital Management
California
$1.26M
NFTC
397
North Forty Two & Co
Oregon
$1.25M
ECM
398
Evergreen Capital Management
Washington
$1.25M
Janney Montgomery Scott
399
Janney Montgomery Scott
Pennsylvania
$1.24M
PA
400
Parallel Advisors
California
$1.23M