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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
AA
501
Alesco Advisors
New York
$792K
KWM
502
Kingsview Wealth Management
Oregon
$789K
RMF
503
Red Mountain Financial
Colorado
$787K
CIM
504
Contravisory Investment Management
Massachusetts
$785K
S
505
Sachetta
Massachusetts
$784K
AAG
506
Armstrong Advisory Group
Massachusetts
$784K
TAM
507
Townsend Asset Management
North Carolina
$779K
YIA
508
YHB Investment Advisors
Connecticut
$779K
FLPIM
509
F.L. Putnam Investment Management
Massachusetts
$767K
PAM
510
Pegasus Asset Management
New York
$763K
FCA
511
Fortis Capital Advisors
Kansas
$760K
HNB
512
Huntington National Bank
Ohio
$752K
BIM
513
Bridges Investment Management
Nebraska
$748K
PA
514
Planning Alternatives
Michigan
$745K
JF
515
Joule Financial
Kentucky
$744K
AWM
516
Arista Wealth Management
Nevada
$742K
SWP
517
Stratos Wealth Partners
Ohio
$738K
EWM
518
Evermay Wealth Management
Virginia
$738K
BIG
519
Brookwood Investment Group
Arizona
$735K
EFM
520
Eley Financial Management
Vermont
$735K
AWA
521
Arkadios Wealth Advisors
Georgia
$727K
SIM
522
Sims Investment Management
Ohio
$718K
MA
523
Modus Advisors
Minnesota
$713K
WI
524
Westbourne Investments
Virginia
$712K
MPIA
525
Milestones Private Investment Advisors
New York
$704K