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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
FBB
376
Fulton Breakefield Broenniman
Maryland
$1.52M
AFG
377
Arkansas Financial Group
Arkansas
$1.51M
LIWM
378
Long Island Wealth Management
New York
$1.49M
DWM
379
Dakota Wealth Management
Florida
$1.49M
CG
380
Cynosure Group
Utah
$1.48M
BNP Paribas Financial Markets
381
BNP Paribas Financial Markets
France
$1.48M
US Bancorp
382
US Bancorp
Minnesota
$1.47M
NCM
383
Northwest Capital Management
Oregon
$1.46M
LB
384
Legacy Bridge
Iowa
$1.42M
KW
385
Keyvantage Wealth
Pennsylvania
$1.4M
1WM
386
1900 Wealth Management
Texas
$1.39M
SAM
387
S.A. Mason
Michigan
$1.39M
CA
388
Capital Advantage
California
$1.38M
PSCM
389
Per Stirling Capital Management
Texas
$1.37M
SCM
390
SCS Capital Management
Massachusetts
$1.37M
BAM
391
Belpointe Asset Management
Nevada
$1.36M
LJAC
392
L.J. Altfest & Co
New York
$1.33M
IFS
393
Ifrah Financial Services
Arkansas
$1.33M
SHJ
394
Sharkey, Howes & Javer
Colorado
$1.32M
CPRC
395
Consolidated Portfolio Review Corp
New York
$1.32M
QCG
396
Quadrant Capital Group
Ohio
$1.32M
FIA
397
Foundations Investment Advisors
Arizona
$1.29M
AllianceBernstein
398
AllianceBernstein
Tennessee
$1.28M
FI
399
FIDELIS iM
Oregon
$1.28M
WA
400
Whipplewood Advisors
Colorado
$1.28M