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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
FT
451
Fiduciary Trust
Massachusetts
$1.01M
VT
452
Vise Technologies
New York
$1.01M
AGWCA
453
Annis Gardner Whiting Capital Advisors
Florida
$1.01M
BMCM
454
Burns Matteson Capital Management
New York
$1.01M
CFP
455
Cascade Financial Partners
California
$1M
LTL
456
Lowery Thomas LLC
California
$984K
PSF
457
Pacific Sun Financial
California
$983K
IWMA
458
Ironwood Wealth Management (Arizona)
Arizona
$974K
FPWM
459
Five Pine Wealth Management
Idaho
$971K
TFS
460
Thoroughbred Financial Services
Tennessee
$959K
SAM
461
Smartleaf Asset Management
Massachusetts
$950K
MA
462
Mutual Advisors
Nebraska
$946K
HP
463
Hilltop Partners
Indiana
$940K
BIA
464
Bigelow Investment Advisors
Maine
$931K
CPA
465
Clear Point Advisors
New York
$927K
FAG
466
Fortitude Advisory Group
Washington
$923K
BWL
467
Bogart Wealth LLC
Virginia
$921K
EE
468
EWG Elevate
California
$919K
Bank of New York Mellon
469
Bank of New York Mellon
New York
$918K
SPC
470
Sigma Planning Corp
Michigan
$912K
WPC
471
Wedmont Private Capital
Pennsylvania
$908K
AIA
472
Armor Investment Advisors
North Carolina
$900K
NL
473
NWAM LLC
Washington
$899K
BCA
474
Bay Colony Advisors
Massachusetts
$899K
SSWG
475
Seven Springs Wealth Group
Tennessee
$890K