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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
KF
426
K2 Financial
California
$1.14M
SAI
427
Savvy Advisors Inc
New York
$1.13M
SFG
428
Stonebridge Financial Group
Pennsylvania
$1.13M
NGA
429
Naples Global Advisors
Florida
$1.13M
SWM
430
Sculati Wealth Management
Michigan
$1.12M
NCMW
431
Northern Capital Management (Washington)
Washington
$1.11M
WCM
432
Wisconsin Capital Management
Wisconsin
$1.11M
OIM
433
Orca Investment Management
Oregon
$1.11M
GWWM
434
Great Waters Wealth Management
Minnesota
$1.1M
HIC
435
Holderness Investments Company
North Carolina
$1.09M
RWB
436
RMR Wealth Builders
New Jersey
$1.09M
CWM
437
Cornerstone Wealth Management
Missouri
$1.08M
PFS
438
Prospera Financial Services
Texas
$1.08M
Pathstone Holdings
439
Pathstone Holdings
New Jersey
$1.08M
SIMC
440
Squire Investment Management Company
Utah
$1.08M
EWP
441
Elevation Wealth Partners
California
$1.07M
CS
442
Crescent Sterling
Louisiana
$1.07M
CB
443
Commerce Bank
Missouri
$1.07M
SCM
444
SOL Capital Management
Maryland
$1.05M
AWC
445
Adamsbrown Wealth Consultants
Kansas
$1.05M
QCM
446
Quantinno Capital Management
New York
$1.04M
CWM
447
Chesapeake Wealth Management
Virginia
$1.04M
GFG
448
Grantvest Financial Group
New Jersey
$1.04M
GB
449
Goepper Burkhardt
South Carolina
$1.03M
ANTB
450
AMG National Trust Bank
Colorado
$1.03M