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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
AIA
476
Armor Investment Advisors
North Carolina
$900K
NL
477
NWAM LLC
Washington
$899K
BCA
478
Bay Colony Advisors
Massachusetts
$899K
SSWG
479
Seven Springs Wealth Group
Tennessee
$890K
BJL
480
Brighton Jones LLC
Washington
$889K
PFBT
481
Parkside Financial Bank & Trust
Missouri
$889K
CWA
482
Carolina Wealth Advisors
South Carolina
$883K
OIS
483
Okabena Investment Services
Minnesota
$881K
NWMG
484
National Wealth Management Group
Ohio
$863K
OBWG
485
Onyx Bridge Wealth Group
New York
$860K
WPA
486
West Paces Advisors
Georgia
$855K
GFA
487
Gallagher Fiduciary Advisors
Illinois
$855K
NB
488
NBT Bank
New York
$851K
CPL
489
CAP Partners LLC
Tennessee
$849K
PCM
490
Pennsylvania Capital Management
Pennsylvania
$848K
PC
491
Payne Capital
Oregon
$841K
BL
492
BCWM LLC
Kansas
$830K
MCA
493
Midwest Capital Advisors
Michigan
$825K
BWA
494
BlueChip Wealth Advisors
Georgia
$824K
SEM
495
Strategic Equity Management
Arizona
$816K
AWE
496
Avidian Wealth Enterprises
Texas
$816K
DAS
497
Diversify Advisory Services
Utah
$807K
SPIA
498
Steward Partners Investment Advisory
New York
$805K
RPGK
499
Retirement Planning Group (Kansas)
Kansas
$804K
RWA
500
Redhawk Wealth Advisors
Minnesota
$803K