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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
SPIA
501
Steward Partners Investment Advisory
New York
$805K
RPGK
502
Retirement Planning Group (Kansas)
Kansas
$804K
RWA
503
Redhawk Wealth Advisors
Minnesota
$803K
AA
504
Alesco Advisors
New York
$792K
KWM
505
Kingsview Wealth Management
Oregon
$789K
RMF
506
Red Mountain Financial
Colorado
$787K
CIM
507
Contravisory Investment Management
Massachusetts
$785K
S
508
Sachetta
Massachusetts
$784K
AAG
509
Armstrong Advisory Group
Massachusetts
$784K
TAM
510
Townsend Asset Management
North Carolina
$779K
YIA
511
YHB Investment Advisors
Connecticut
$779K
FLPIM
512
F.L. Putnam Investment Management
Massachusetts
$767K
PAM
513
Pegasus Asset Management
New York
$763K
FCA
514
Fortis Capital Advisors
Kansas
$760K
HNB
515
Huntington National Bank
Ohio
$752K
BIM
516
Bridges Investment Management
Nebraska
$748K
PA
517
Planning Alternatives
Michigan
$745K
JF
518
Joule Financial
Kentucky
$744K
AWM
519
Arista Wealth Management
Nevada
$742K
SWP
520
Stratos Wealth Partners
Ohio
$738K
EWM
521
Evermay Wealth Management
Virginia
$738K
BIG
522
Brookwood Investment Group
Arizona
$735K
EFM
523
Eley Financial Management
Vermont
$735K
AWA
524
Arkadios Wealth Advisors
Georgia
$727K
SIM
525
Sims Investment Management
Ohio
$718K