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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
FNBT
426
FineMark National Bank & Trust
Florida
$1.15M
CCM
427
Condor Capital Management
New Jersey
$1.14M
KF
428
K2 Financial
California
$1.14M
SAI
429
Savvy Advisors Inc
New York
$1.13M
SFGP
430
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.13M
NGA
431
Naples Global Advisors
Florida
$1.13M
SWM
432
Sculati Wealth Management
Michigan
$1.12M
NCMW
433
Northern Capital Management (Washington)
Washington
$1.11M
WCM
434
Wisconsin Capital Management
Wisconsin
$1.11M
OIM
435
Orca Investment Management
Oregon
$1.11M
GWWM
436
Great Waters Wealth Management
Minnesota
$1.1M
HIC
437
Holderness Investments Company
North Carolina
$1.09M
RWB
438
RMR Wealth Builders
New Jersey
$1.09M
CWM
439
Cornerstone Wealth Management
Missouri
$1.08M
PFS
440
Prospera Financial Services
Texas
$1.08M
Pathstone Holdings
441
Pathstone Holdings
New Jersey
$1.08M
SIMC
442
Squire Investment Management Company
Utah
$1.08M
EWP
443
Elevation Wealth Partners
California
$1.07M
CS
444
Crescent Sterling
Louisiana
$1.07M
CB
445
Commerce Bank
Missouri
$1.07M
SCM
446
SOL Capital Management
Maryland
$1.05M
AWC
447
Adamsbrown Wealth Consultants
Kansas
$1.05M
QCM
448
Quantinno Capital Management
New York
$1.04M
CWM
449
Chesapeake Wealth Management
Virginia
$1.04M
GFG
450
Grantvest Financial Group
New Jersey
$1.04M