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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
Lazard Asset Management
401
Lazard Asset Management
New York
$1.28M
OCM
402
One Capital Management
California
$1.26M
NFTC
403
North Forty Two & Co
Oregon
$1.25M
ECM
404
Evergreen Capital Management
Washington
$1.25M
Janney Montgomery Scott
405
Janney Montgomery Scott
Pennsylvania
$1.24M
PA
406
Parallel Advisors
California
$1.23M
IC
407
IEQ Capital
California
$1.22M
SIC
408
Sigma Investment Counselors
Michigan
$1.22M
ATI
409
ARK & TLK Investments
Oklahoma
$1.22M
WA
410
WP Advisors
California
$1.22M
FA
411
FF Advisors
California
$1.2M
FPF
412
First Pacific Financial
Washington
$1.2M
STA
413
Summit Trail Advisors
New York
$1.19M
CIR
414
Clear Investment Research
Georgia
$1.18M
GIA
415
GHP Investment Advisors
Colorado
$1.18M
SAM
416
Smithbridge Asset Management
Pennsylvania
$1.18M
SPP
417
Single Point Partners
Massachusetts
$1.17M
HI
418
Harbour Investments
Wisconsin
$1.17M
William Blair & Company
419
William Blair & Company
Illinois
$1.17M
VPIM
420
Vanguard Personalized Indexing Management
California
$1.17M
SCP
421
Stevens Capital Partners
Nebraska
$1.17M
IWP
422
IAG Wealth Partners
Wisconsin
$1.16M
SAM
423
Sawgrass Asset Management
Florida
$1.16M
BFG
424
Bouchey Financial Group
New York
$1.16M
SFWA
425
Summit Financial Wealth Advisors
Louisiana
$1.15M