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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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$40.3M
SAM
27
Summit Asset Management
Tennessee
$36.7M
BBA
28
BLB&B Advisors
Pennsylvania
$36.7M
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$34.2M
MAG
30
Mokosak Advisory Group
Iowa
$32.5M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$31.2M
GAM
32
Gemmer Asset Management
California
$29.4M
SFG
33
Sage Financial Group
Pennsylvania
$28.5M
UBS Group
34
UBS Group
Switzerland
$28.3M
DAS
35
Dynamic Advisor Solutions
Arizona
$27.6M
Bank of America
36
Bank of America
North Carolina
$26.1M
HNW
37
High Note Wealth
Minnesota
$25.9M
CRC
38
Curi RMB Capital
Illinois
$25.8M
CPIG
39
Chicago Partners Investment Group
Illinois
$25.7M
NFG
40
Northeast Financial Group
Pennsylvania
$25.2M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$24.8M
IA
42
IFP Advisors
Florida
$23.2M
RWM
43
RKL Wealth Management
Pennsylvania
$22.6M
MWM
44
Modera Wealth Management
New Jersey
$22.3M
OIA
45
OneDigital Investment Advisors
Kansas
$22.1M
Corient Private Wealth
46
Corient Private Wealth
Florida
$21.7M
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$21.1M
CAG
48
Compass Advisory Group
New York
$21M
SFA
49
Seneca Financial Advisors
New York
$20.6M
LFS
50
Lutz Financial Services
Nebraska
$20M