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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
GB
451
Goepper Burkhardt
South Carolina
$1.03M
ANTB
452
AMG National Trust Bank
Colorado
$1.03M
WOSD
453
WFA of San Diego
California
$1.02M
PGAM
454
Princeton Global Asset Management
New Jersey
$1.02M
RWP
455
RWA Wealth Partners
Massachusetts
$1.02M
WMWM
456
Wilkins Miller Wealth Management
Alabama
$1.02M
RWM
457
Rialto Wealth Management
New York
$1.02M
FT
458
Fiduciary Trust
Massachusetts
$1.01M
VT
459
Vise Technologies
New York
$1.01M
AGWCA
460
Annis Gardner Whiting Capital Advisors
Florida
$1.01M
BMCM
461
Burns Matteson Capital Management
New York
$1.01M
CFP
462
Cascade Financial Partners
California
$1M
LTL
463
Lowery Thomas LLC
California
$984K
PSF
464
Pacific Sun Financial
California
$983K
IWMA
465
Ironwood Wealth Management (Arizona)
Arizona
$974K
FPWM
466
Five Pine Wealth Management
Idaho
$971K
TFS
467
Thoroughbred Financial Services
Tennessee
$959K
SAM
468
Smartleaf Asset Management
Massachusetts
$950K
MA
469
Mutual Advisors
Nebraska
$946K
HP
470
Hilltop Partners
Indiana
$940K
BIA
471
Bigelow Investment Advisors
Maine
$931K
CPA
472
Clear Point Advisors
New York
$927K
FAG
473
Fortitude Advisory Group
Washington
$923K
BWL
474
Bogart Wealth LLC
Virginia
$921K
EE
475
EWG Elevate
California
$919K