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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
NA
526
Nautilus Advisors
California
$703K
JCFM
527
JBR Co Financial Management
Oklahoma
$702K
Brown Advisory
528
Brown Advisory
Maryland
$698K
CG
529
Caprock Group
Idaho
$697K
CHA
530
Cooper/Haims Advisors
New York
$693K
RP
531
Rice Partnership
Hawaii
$690K
FC
532
Financial Consulate
Maryland
$688K
QCM
533
QRG Capital Management
Illinois
$687K
OSAM
534
O'Shaughnessy Asset Management
Connecticut
$676K
GT
535
Greenleaf Trust
Michigan
$670K
HI
536
Hendershot Investments
Virginia
$669K
SWA
537
Stratos Wealth Advisors
Ohio
$668K
DBRC
538
D.B. Root & Company
Pennsylvania
$664K
SF
539
Synovus Financial
Georgia
$658K
BFO
540
Biltmore Family Office
North Carolina
$652K
WBCM
541
Wilson & Boucher Capital Management
California
$652K
HA
542
Harfst & Associates
Wyoming
$648K
AIM
543
Aspen Investment Management
Michigan
$646K
CW
544
Cooksen Wealth
Texas
$644K
AC
545
Apella Capital
Connecticut
$639K
JIR
546
James Investment Research
Ohio
$633K
TA
547
TPG Advisors
Illinois
$627K
PRS
548
Pinkerton Retirement Specialists
Idaho
$627K
FHA
549
Flagship Harbor Advisors
Massachusetts
$626K
GC
550
Grimes & Company
Massachusetts
$622K