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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
LIWM
376
Long Island Wealth Management
New York
$1.49M
DWM
377
Dakota Wealth Management
Florida
$1.49M
CG
378
Cynosure Group
Utah
$1.48M
BNP Paribas Financial Markets
379
BNP Paribas Financial Markets
France
$1.48M
US Bancorp
380
US Bancorp
Minnesota
$1.47M
NCM
381
Northwest Capital Management
Oregon
$1.46M
LB
382
Legacy Bridge
Iowa
$1.42M
KW
383
Keyvantage Wealth
Pennsylvania
$1.4M
1WM
384
1900 Wealth Management
Texas
$1.39M
SAM
385
S.A. Mason
Michigan
$1.39M
CA
386
Capital Advantage
California
$1.38M
PSCM
387
Per Stirling Capital Management
Texas
$1.37M
SCM
388
SCS Capital Management
Massachusetts
$1.37M
BAM
389
Belpointe Asset Management
Nevada
$1.36M
LJAC
390
L.J. Altfest & Co
New York
$1.33M
IFS
391
Ifrah Financial Services
Arkansas
$1.33M
SHJ
392
Sharkey, Howes & Javer
Colorado
$1.32M
CPRC
393
Consolidated Portfolio Review Corp
New York
$1.32M
QCG
394
Quadrant Capital Group
Ohio
$1.32M
FIA
395
Foundations Investment Advisors
Arizona
$1.29M
AllianceBernstein
396
AllianceBernstein
Tennessee
$1.28M
FI
397
FIDELIS iM
Oregon
$1.28M
WA
398
Whipplewood Advisors
Colorado
$1.28M
Lazard Asset Management
399
Lazard Asset Management
New York
$1.28M
OCM
400
One Capital Management
California
$1.26M