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Schwab US Mid-Cap ETF

919 hedge funds and large institutions have $8.07B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 389 reducing their positions, and 50 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:

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

17% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 389

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
S
501
Sachetta
Massachusetts
$784K
AAG
502
Armstrong Advisory Group
Massachusetts
$784K
TAM
503
Townsend Asset Management
North Carolina
$779K
YIA
504
YHB Investment Advisors
Connecticut
$779K
FLPIM
505
F.L. Putnam Investment Management
Massachusetts
$767K
PAM
506
Pegasus Asset Management
New York
$763K
FCA
507
Fortis Capital Advisors
Kansas
$760K
HNB
508
Huntington National Bank
Ohio
$752K
BIM
509
Bridges Investment Management
Nebraska
$748K
PA
510
Planning Alternatives
Michigan
$745K
JF
511
Joule Financial
Kentucky
$744K
AWM
512
Arista Wealth Management
Nevada
$742K
SWP
513
Stratos Wealth Partners
Ohio
$738K
EWM
514
Evermay Wealth Management
Virginia
$738K
BIG
515
Brookwood Investment Group
Arizona
$735K
EFM
516
Eley Financial Management
Vermont
$735K
AWA
517
Arkadios Wealth Advisors
Georgia
$727K
SIM
518
Sims Investment Management
Ohio
$718K
MA
519
Modus Advisors
Minnesota
$713K
WI
520
Westbourne Investments
Virginia
$712K
MPIA
521
Milestones Private Investment Advisors
New York
$704K
NA
522
Nautilus Advisors
California
$703K
JCFM
523
JBR Co Financial Management
Oklahoma
$702K
Brown Advisory
524
Brown Advisory
Maryland
$698K
CG
525
Caprock Group
Idaho
$697K