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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
PGAM
451
Princeton Global Asset Management
New Jersey
$1.02M
RWP
452
RWA Wealth Partners
Massachusetts
$1.02M
WMWM
453
Wilkins Miller Wealth Management
Alabama
$1.02M
RWM
454
Rialto Wealth Management
New York
$1.02M
FT
455
Fiduciary Trust
Massachusetts
$1.01M
VT
456
Vise Technologies
New York
$1.01M
AGWCA
457
Annis Gardner Whiting Capital Advisors
Florida
$1.01M
BMCM
458
Burns Matteson Capital Management
New York
$1.01M
CFP
459
Cascade Financial Partners
California
$1M
LTL
460
Lowery Thomas LLC
California
$984K
PSF
461
Pacific Sun Financial
California
$983K
IWMA
462
Ironwood Wealth Management (Arizona)
Arizona
$974K
FPWM
463
Five Pine Wealth Management
Idaho
$971K
TFS
464
Thoroughbred Financial Services
Tennessee
$959K
SAM
465
Smartleaf Asset Management
Massachusetts
$950K
MA
466
Mutual Advisors
Nebraska
$946K
HP
467
Hilltop Partners
Indiana
$940K
BIA
468
Bigelow Investment Advisors
Maine
$931K
CPA
469
Clear Point Advisors
New York
$927K
FAG
470
Fortitude Advisory Group
Washington
$923K
BWL
471
Bogart Wealth LLC
Virginia
$921K
EE
472
EWG Elevate
California
$919K
Bank of New York Mellon
473
Bank of New York Mellon
New York
$918K
SPC
474
Sigma Planning Corp
Michigan
$912K
WPC
475
Wedmont Private Capital
Pennsylvania
$908K