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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
MA
526
Modus Advisors
Minnesota
$713K
WI
527
Westbourne Investments
Virginia
$712K
MPIA
528
Milestones Private Investment Advisors
New York
$704K
NA
529
Nautilus Advisors
California
$703K
JCFM
530
JBR Co Financial Management
Oklahoma
$702K
Brown Advisory
531
Brown Advisory
Maryland
$698K
CG
532
Caprock Group
Idaho
$697K
CHA
533
Cooper/Haims Advisors
New York
$693K
RP
534
Rice Partnership
Hawaii
$690K
FC
535
Financial Consulate
Maryland
$688K
QCM
536
QRG Capital Management
Illinois
$687K
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$676K
GT
538
Greenleaf Trust
Michigan
$670K
HI
539
Hendershot Investments
Virginia
$669K
SWA
540
Stratos Wealth Advisors
Ohio
$668K
DBRC
541
D.B. Root & Company
Pennsylvania
$664K
SF
542
Synovus Financial
Georgia
$658K
BFO
543
Biltmore Family Office
North Carolina
$652K
WBCM
544
Wilson & Boucher Capital Management
California
$652K
HA
545
Harfst & Associates
Wyoming
$648K
AIM
546
Aspen Investment Management
Michigan
$646K
CW
547
Cooksen Wealth
Texas
$644K
AC
548
Apella Capital
Connecticut
$639K
JIR
549
James Investment Research
Ohio
$633K
TA
550
TPG Advisors
Illinois
$627K