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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
Bank of New York Mellon
476
Bank of New York Mellon
New York
$918K
SPC
477
Sigma Planning Corp
Michigan
$912K
WPC
478
Wedmont Private Capital
Pennsylvania
$908K
NL
479
NWAM LLC
Washington
$907K
AIA
480
Armor Investment Advisors
North Carolina
$900K
BCA
481
Bay Colony Advisors
Massachusetts
$899K
SSWG
482
Seven Springs Wealth Group
Tennessee
$890K
BJL
483
Brighton Jones LLC
Washington
$889K
PFBT
484
Parkside Financial Bank & Trust
Missouri
$889K
CWA
485
Carolina Wealth Advisors
South Carolina
$883K
OIS
486
Okabena Investment Services
Minnesota
$881K
NWMG
487
National Wealth Management Group
Ohio
$863K
OBWG
488
Onyx Bridge Wealth Group
New York
$860K
WPA
489
West Paces Advisors
Georgia
$855K
GFA
490
Gallagher Fiduciary Advisors
Illinois
$855K
NB
491
NBT Bank
New York
$851K
CPL
492
CAP Partners LLC
Tennessee
$849K
PCM
493
Pennsylvania Capital Management
Pennsylvania
$848K
PC
494
Payne Capital
Oregon
$841K
BL
495
BCWM LLC
Kansas
$830K
MCA
496
Midwest Capital Advisors
Michigan
$825K
BWA
497
BlueChip Wealth Advisors
Georgia
$824K
SEM
498
Strategic Equity Management
Arizona
$816K
AWE
499
Avidian Wealth Enterprises
Texas
$816K
DAS
500
Diversify Advisory Services
Utah
$807K