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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
SWM
426
Sculati Wealth Management
Michigan
$1.12M
NCMW
427
Northern Capital Management (Washington)
Washington
$1.11M
WCM
428
Wisconsin Capital Management
Wisconsin
$1.11M
OIM
429
Orca Investment Management
Oregon
$1.11M
GWWM
430
Great Waters Wealth Management
Minnesota
$1.1M
HIC
431
Holderness Investments Company
North Carolina
$1.09M
RWB
432
RMR Wealth Builders
New Jersey
$1.09M
CWM
433
Cornerstone Wealth Management
Missouri
$1.08M
PFS
434
Prospera Financial Services
Texas
$1.08M
Pathstone Holdings
435
Pathstone Holdings
New Jersey
$1.08M
SIMC
436
Squire Investment Management Company
Utah
$1.08M
EWP
437
Elevation Wealth Partners
California
$1.07M
CS
438
Crescent Sterling
Louisiana
$1.07M
CB
439
Commerce Bank
Missouri
$1.07M
SCM
440
SOL Capital Management
Maryland
$1.05M
AWC
441
Adamsbrown Wealth Consultants
Kansas
$1.05M
QCM
442
Quantinno Capital Management
New York
$1.04M
CWM
443
Chesapeake Wealth Management
Virginia
$1.04M
GFG
444
Grantvest Financial Group
New Jersey
$1.04M
GB
445
Goepper Burkhardt
South Carolina
$1.03M
ANTB
446
AMG National Trust Bank
Colorado
$1.03M
PGAM
447
Princeton Global Asset Management
New Jersey
$1.02M
RWP
448
RWA Wealth Partners
Massachusetts
$1.02M
WMWM
449
Wilkins Miller Wealth Management
Alabama
$1.02M
RWM
450
Rialto Wealth Management
New York
$1.02M