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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
NFTC
401
North Forty Two & Co
Oregon
$1.25M
ECM
402
Evergreen Capital Management
Washington
$1.25M
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
$1.24M
PA
404
Parallel Advisors
California
$1.23M
IC
405
IEQ Capital
California
$1.22M
SIC
406
Sigma Investment Counselors
Michigan
$1.22M
ATI
407
ARK & TLK Investments
Oklahoma
$1.22M
WA
408
WP Advisors
California
$1.22M
FA
409
FF Advisors
California
$1.2M
FPF
410
First Pacific Financial
Washington
$1.2M
STA
411
Summit Trail Advisors
New York
$1.19M
CIR
412
Clear Investment Research
Georgia
$1.18M
GIA
413
GHP Investment Advisors
Colorado
$1.18M
SAM
414
Smithbridge Asset Management
Pennsylvania
$1.18M
SPP
415
Single Point Partners
Massachusetts
$1.17M
HI
416
Harbour Investments
Wisconsin
$1.17M
William Blair & Company
417
William Blair & Company
Illinois
$1.17M
VPIM
418
Vanguard Personalized Indexing Management
California
$1.17M
SCP
419
Stevens Capital Partners
Nebraska
$1.17M
IWP
420
IAG Wealth Partners
Wisconsin
$1.16M
SAM
421
Sawgrass Asset Management
Florida
$1.16M
BFG
422
Bouchey Financial Group
New York
$1.16M
SFWA
423
Summit Financial Wealth Advisors
Louisiana
$1.15M
FNBT
424
FineMark National Bank & Trust
Florida
$1.15M
CCM
425
Condor Capital Management
New Jersey
$1.14M