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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
PRS
551
Pinkerton Retirement Specialists
Idaho
$627K
FHA
552
Flagship Harbor Advisors
Massachusetts
$626K
GC
553
Grimes & Company
Massachusetts
$622K
SAG
554
SageView Advisory Group
California
$620K
LF
555
LifePlan Financial
Minnesota
$617K
SA
556
Sanctuary Advisors
Indiana
$617K
AGA
557
Arkos Global Advisors
Texas
$616K
EFA
558
Evernest Financial Advisors
Indiana
$615K
KAS
559
KPP Advisory Services
Kentucky
$614K
SQA
560
Simon Quick Advisors
New Jersey
$613K
RA
561
Ruggaard & Associates
Ohio
$608K
AL
562
Aspiriant LLC
California
$607K
CAM
563
Cozad Asset Management
Illinois
$604K
TP
564
Tranquility Partners
Tennessee
$604K
CWA
565
Continuum Wealth Advisors
New York
$604K
CNFG
566
Creegan & Nassoura Financial Group
New Hampshire
$603K
HWA
567
Heartwood Wealth Advisors
Virginia
$600K
EWM
568
Empirical Wealth Management
Washington
$600K
FPAS
569
Focus Partners Advisor Solutions
Missouri
$592K
SWP
570
Strategic Wealth Partners
Ohio
$591K
WPW
571
Watershed Private Wealth
Illinois
$588K
PI
572
PFG Investments
New York
$587K
Millennium Management
573
Millennium Management
New York
$586K
VC
574
Vicus Capital
Pennsylvania
$586K
VF
575
Vestment Financial
Minnesota
$580K